Project Report34
Project Report34
This is to certify that I have completed the summer project entitled "Customer
Relationship Management System" under the guidance of "Er. Dhiraj Kumar Jha" in
partial fulfillment of the requirement for the degree of Bachelor of Information
Management at Faculty of Management, Tribhuvan University. This is my original
work and I have not submitted it earlier elsewhere.
Signature:
i
CERTIFICATION FROM THE SUPERVISOR
This is to certify that the summer project entitled “customer Relationship
Management System” is academic work done by “ Bhanu Bhakta Shrestha
(13270/21)” submitted in the partial fulfillment of the requirements for the degree
of Bachelor of Information Management at Faculty of Management, Tribhuvan
University under my guidance and supervision. To the best of my knowledge, the
information presented by him in the project report has not been submitted earlier.
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APPROVAL SHEET
this is to certify that the project titled Customer Relationship Management system
submitted by Bhanu Bhakta Shrestha (13270/21) has been examined and approved.
In our opinion, it meets the required scope and quality standards for a project
submitted in partial fulfillment of the requirements for the degree of Bachelor of
Information Management (BIM).
Approval Panel:
S.No. Name Designation Signature
4 External Examiner
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ACKNOWLEDGMENTS
I have taken efforts in this project. However, it would not have been possible without
the kind support and help of many individuals and the organization. I will like to extend
my sincere thanks to all of them. I am highly indebted to our college, our coordinator
"Er. Dhiraj Kumar Jha" for their guidance and constant supervision as well as for
providing necessary information regarding the project and also for their support in
completing the project. I would like to express gratitude towards "Leading
Professional Technology" for their Kind co-operation and encouragement which help
me in completion of the project. My thanks and appreciation also go to my college
mates in the developing the project and people who have willingly helped me out with
their abilities.
Sincerely,
Bhanu Bhakta Shrestha
BIM 6th Semester
Orchid International College
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ABSTRACT
The purpose of Customer Relationship Management (CRM) System is to provide a
comprehensive and efficient way to manage the interactions with customers and
prospects. The primary goal of an CRM system is to organize and analysis customer
data in order to improve customer relationships. The system allows customers to send
the issues they are facing about the provided software and see the status of issue if they
are ongoing or fixed. The management solves the issues on the basis of the category.
The critical issues are prioritized and solved earlier by the management.
In order to develop this system, various methodology and techniques were used.
Primary methods like: Personal interviews, Observation and Secondary methods like:
external sources have helped a lot to collect the required information for the system.
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TABLE OF CONTENTS
STUDENT DECLARATION : .................................................................. i
ACKNOWLEDGEMENTS:......................................................................... iv
ABSTRACT : .............................................................................................. v
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2.2.2 Schedule Feasibility .................................................................. 14
3.2 conclusion........................................................................................... 20
REFERENCES ............................................................................................. 21
APPENDIX ................................................................................................... 22
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LIST OF FIGURES
Figure 1.1 The Waterfall Model of SDLC .................................................. 3
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LIST OF TABLES
Table 2.1 UC description create issue: ...................................................... 9
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LIST OF ABBREVIATIONS
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CHAPTER I: INTRODUCTION
1.1 Background
The organization receives the issues from the customers that occurs in the software. But
it is hard to keep track of the records that is similar to previous issues for the
organization and to prioritize the critical issues first. It is hard for the customer as well
since they have to keep asking about the status of the problem that is to be solved. To
overcome that problem, CRM system is necessary as it stores all the previous record. It
provides the status of the issue to the customer. The issues sent by the customers are
also prioritized on the basis of categories which helps to solve critical issues earlier.
1.3 Objectives
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activities build customer satisfaction by way of providing to their needs, and want over
a long period of time (Wimshurst & Mackay, 2002).
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1.5 Methodology
Requirements
Design
Implementation
Verification& validation
The waterfall Methodology is used to complete this project . The system and user
needs are clearly specified, Thus, there is less need to update the system ,which is
why this methodology is being considering this methodology is as follow:
Scope
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Limitation
No real-time chat or messaging.
No email or SMS notifications.
No option to upload files with issues.
No advanced reports or analytics.
No support for multiple admins or departments.
Chapter I: Introduction
The Customer Relationship Management (CRM) System is designed to improve the
way businesses handle customer issues and support. This project focuses on creating a
simple web-based platform where customers can submit their problems or concerns,
and administrators can review, manage, and resolve those issues efficiently. The goal
of the system is to enhance communication between customers and support teams,
reduce response times, and maintain a record of issue histories. The scope of the project
includes two main user roles: Admin and Customer. Customers can log in to submit
issues and view their status, while Admins can manage all submissions and update their
progress. However, the system has certain limitations, such as the absence of real-time
chat, file uploads, and automated notifications. Despite these, the system provides a
solid foundation for structured customer support.
The development of the CRM system followed a structured approach that included
system analysis, design, implementation, and testing. In the analysis phase, the specific
needs of the users were identified—customers needed an easy way to submit support
requests, while admins required tools to track and manage these issues. During the
design phase, diagrams such as Use Case and Entity-Relationship Diagrams (ERDs)
were created to visualize how data and users interact within the system. The
implementation phase involved using technologies like PHP, MySQL, HTML, and CSS
to build both the Admin and Customer dashboards. These dashboards support essential
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functionalities like issue submission, status tracking, and updates. After development,
the system underwent testing to ensure that all features functioned correctly, including
login security, issue flow, and dashboard performance. Test cases confirmed that the
system met its intended objectives.
In conclusion, the CRM system successfully provides a basic yet functional platform
for customer issue management. It enables clear communication between customers
and administrators and helps maintain a record of all submitted and resolved issues.
The system addresses the primary goal of improving customer support in a small to
medium-sized organization. However, to further enhance the system, several
improvements are recommended. These include integrating real-time chat for faster
communication, allowing customers to attach files for better issue reporting, adding
automated notifications via email or SMS, and improving mobile responsiveness.
Implementing these features in future versions would make the CRM system more
comprehensive and efficient.
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CHAPTER III: SYSTEM DEVELOPMENT PROCESS
2.1 Analysis
2.1.1 Requirement Analysis
A software requirements specification (SRS) is a description of a software system to
be developed. The software requirements specification lays out functional and
nonfunctional requirements, and it may include a set of use cases that describe user
interactions that the software must provide to the user for perfect interaction.
Functional Requirement
Functional requirements may involve calculations, technical details, data manipulation
and processing, and other specific functionality that define what a system is supposed
to accomplish. It describes a software system or its component. A function is nothing
but inputs to the software system, its behaviour, and outputs. It can be a calculation,
data manipulation, business process, user interaction, or any other specific functionality
which defines what function a system is likely to perform.
Functional Requirement can range from the high-level abstract statement of the
sender's necessity to detailed mathematical functional requirement specifications.
Functional software requirements help you to capture the intended behaviour of the
system.
It describes the functions of system and its components. The 'Customer Relationship
Management System' shall contain the admin who could be able to view the details of
customers, category and issues information and the customers who can generate issues
to report the issues. The admin can also send the notification to the customers about the
progress of issues.
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different design workflows and technological tools for building the application. The
non-functional requirements of Customer Relationship Management system are as
follows:
Operational Feasibility
Our system is based on easily understandable GUI. The operation is quite feasible. The
users can add, remove, assign very easily as well as view data with just a few clicks of
a button.
Schedule Feasibility
Schedule feasibility refers to validating that a system confronts to the given time
constraints. There is possibility of updating or maintaining this system from time to
time without any hassle, under given time constraints.
System Analysis
System is the process of collecting, interpreting and analyzing the facts, identifying the
problems, and decomposition of a system into its components. It is conducted for
studying a system or its parts to identify its objectives. It is a problem-solving technique
that improves the system and ensures that all the components of the system work
efficiently to accomplish their purpose.
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Use Case Modeling
A use case diagram is a way to summarize details of a system and the users within that
system. It is generally shown as a graphic depiction of interactions among different
elements in a system. Use case diagrams will specify the events in a system and how
those events flow, however, use case diagram does not describe how those events are
implemented.
Figure 2.1 : Use case Diagram for customer Relationship Management system
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Table 2.1 Use case Description (create issue)
Use -case identifier Uc2: create issue
Primary Actor Customer
Secondary Actor Admin
Description Customer should be able to generate
issue
Pre- condition The customer already logged in
Post- condition Admin will manage /check issue
Success scenario Issue is successfully generated
Failure Scenario Failed to generate issue
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Pre-condition The issues are already reported by
customer
Post-condition The issues will be stored in
knowledgebase
Success Scenario The issues can be viewed by admin
Failure Scenario Database is not updated
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Post-condition The admin and customer can view the
status of issue
Secondary Actor -
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2.2 Design
Login page:
The login page of the Customer Relationship Management (CRM) system provides a
simple and user-friendly interface that allows users to securely access their accounts.
At the center of the page, a neatly styled login form is presented within a white, rounded
container, creating a clean and modern look against the light gray background. The
form includes a bold title labeled "Login" to clearly indicate its purpose. Below the title,
there are two input fields: one for the Username and another for the Password. The
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username field uses a light border with placeholder text to guide the user, while the
password field is slightly emphasized with a darker border, likely styled for better
visibility or focus. The password input is designed to hide the characters for security.
Below the input fields, a prominent green Login button is displayed, which submits the
form when clicked. This button uses green to signal a positive action and encourage
user interaction. The overall design is intuitive, responsive, and accessible, making it
easy for both Admin and Customer users to log in to their respective dashboards.
Although not visible in the image, the system is expected to validate user credentials
and provide feedback for incorrect logins. This interface serves as the secure entry point
for managing customer issues and accessing system features based on user roles.
User Dashboard:
The customer dashboard serves as the main interface for users after logging into the
CRM system. It features a clean and organized layout, divided into two main sections:
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a dark sidebar on the left for navigation, and a content area on the right for interactive
actions. At the top of the screen, a green welcome banner greets the user by name (in
this case, "Welcome, user"), confirming that the login was successful and personalized.
The sidebar menu provides links to essential sections of the CRM system. It includes
options such as Dashboard, Submit Issue, View Status, View Feedback, and Logout.
This navigation pane ensures that the user can quickly access any part of the system
with ease.
On the main content area, three key action cards are displayed:
Each section is styled consistently with white containers and green action buttons,
giving the interface a modern and cohesive look. The dashboard ensures customers can
easily perform their tasks without confusion, contributing to a smooth and efficient user
experience within the CRM system.
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Figure 2.3: user Dashboard
ER Diagram:
An entity relationship diagram shows the relationships of entity sets stored in a
database. An entity in this context is an object , a component of data.
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Figure2.4: ER Diagram of customer relationship management system
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Activity diagram
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Figure 2.6 Activity Diagram UC-3 View issue
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2.3.System Testing
In testing, the different inputs were tested as input to GUI forms which can be shown
below with the help of table as well as figure:
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CHAPTER III: CONCLUSION AND
RECOMMENDATION
3.1 Summary
"Customer Relationship Management System" is web based application made for easy
managing of the work for "Leading Professional Technology". The software is able to
generate ticket to different customer. The customer can report the issues they are facing
in the provided software through the generated ticket and see the status of issue if they
are ongoing or fixed. The issues are then prioritized on the basis of the category. The
critical issues are solved first. The system allows the customer to easily interact with
the management in order to issues.
3.2 Conclusion
The system was successfully completed in time as per the objectives. The web based
application helps its customer to easily generate ticket to report issues and get the
possible solution or update from the admin. It helps admin to monitor the number of
issues the customers are facing. Working on this project helped me acquire a more in-
depth knowledge about real time working procedure in an organization and has also
helped me enhance my skills.
3.3 Recommendation
While the current CRM system successfully meets its basic goals of enabling
customers to submit issues and allowing administrators to respond and manage them,
there are several areas where enhancements can significantly improve the system’s
functionality and user experience. First, it is recommended to implement real-time
notifications (via email or in-system alerts) so that both customers and admins are
immediately informed of any status updates or responses. This will improve
communication efficiency and responsiveness.
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References
Andajani, E., & Badriyah, N. (2017). The role of customer relationship management
in Indonesia business. Jurnal Ilmiah Bidang Akuntansi dan Manajemen (JEMA),
14(1).
Chen, J. S., Yen, H. R., Li, E. Y., & Ching, R. K. (2009). Measuring CRM
effectiveness: Construct development, validation and application of a process-oriented
model. Total Quality Management, 20(3), 283–299.
https://doi.org/10.1080/14783360902719267
Xu, Y., Yen, D. C., Lin, B., & Chou, D. C. (2002). Adopting customer relationship
management technology. Industrial Management & Data Systems, 102(8), 442–452.
https://doi.org/10.1108/02635570210445871
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Appendix
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Figure :Admin status
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Figure: User registration
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Figure: admin status
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Figure :customer dashboard
Figure : Feedback
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Figure : customer status
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User Registration Code:
Handles user sign -up by validating input fields , securely storing passwords using
hashing.
<?php
require 'config.php';
if ($_SERVER["REQUEST_METHOD"] == "POST") {
$name = $_POST['username'];
$email = $_POST['email'];
$password = password_hash($_POST['password'],
PASSWORD_DEFAULT);
if (mysqli_query($conn, $sql)) {
echo "Registration successful! <a href='login.php'>Login
here</a>";
} else {
echo "Error: " . mysqli_error($conn);
}
}
?>
<!DOCTYPE html>
<html lang="en">
<head>
<meta name="viewport" content="width=device-width, initial-
scale=1.0">
<title>Register</title>
</head>
<body>
<h2>Register</h2>
<form action="" method="POST">
<input type="text" name="name" placeholder="Full Name"
required><br>
<input type="email" name="email" placeholder="Email"
required><br>
<input type="password" name="password"
placeholder="Password" required><br>
<button type="submit">Register</button>
</form>
<p>Already have an account? <a href="login.php">Login</a></p>
</body>
</html>
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User Login Code
Authenticates users by verifying email and passwords credentials against stored
hashed password
// If user exists
if ($result->num_rows === 1) {
$row = $result->fetch_assoc();
if (password_verify($password, $row["password"])) {
$_SESSION["user_id"] = $row["id"];
$_SESSION["username"] = $row["username"];
$_SESSION["customer_name"] = $row["username"];
header("Location: custmoerdashbord.php");
exit();
} else {
echo "<script>alert('Incorrect password!');
window.location.href='login.php';</script>";
}
} else {
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echo "<script>alert('User not found!');
window.location.href='login.php';</script>";
}
$stmt->close();
$conn->close();
}
?>
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