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Mini CRM

Simple Customer & Business Management System

  • Laravel, Inertia Vue
  • MySQL
  • CRM, Mini CRM, Customer Management, Lead Management, Sales Management, Follow Up Management, Order Management, Payment Tracking, Business Management, SaaS

Mini CRM

Mini CRM is a lightweight SaaS-based Customer Relationship Management system designed for small businesses to manage customers, leads, follow-ups, orders, and payments from a single platform.

The system focuses on keeping business management simple and practical. Business owners can register, choose a subscription plan, and manage their day-to-day customer activities through a dedicated dashboard, while the Super Admin can manage businesses, plans, subscriptions, and payments.

Key Features

📊 Business Dashboard

  • Today's leads overview
  • Pending follow-ups
  • Total orders
  • Revenue summary
  • Pending payment tracking
  • Quick business activity overview

👥 Customer Management

  • Add and manage customers
  • Customer contact information
  • Customer order history
  • Payment information
  • Customer notes
  • Complete customer activity timeline

🎯 Lead Management

  • Create and manage leads
  • Track lead status
  • Lead source management
  • Convert leads into customers
  • Track potential customers throughout the sales process

📅 Follow-up Management

  • Schedule customer follow-ups
  • Set follow-up dates
  • Add follow-up notes
  • Track pending and completed follow-ups
  • Easily identify today's follow-up activities

🛒 Order Management

  • Create customer orders
  • Track order amounts
  • View customer order history
  • Monitor order status
  • Connect orders with customer records

💰 Payment Tracking

  • Record customer payments
  • Track paid and pending amounts
  • Partial payment support
  • View payment history
  • Monitor outstanding payments

🏢 Business Management

  • Business registration
  • Business profile management
  • Separate business data
  • Business-specific dashboard
  • Subscription-based access

💳 Subscription Management

  • Subscription plan management
  • Free/trial plan support
  • Paid subscription plans
  • Subscription status tracking
  • Start and expiry date management

⚙️ Super Admin Panel

  • Manage registered businesses
  • Create and manage subscription plans
  • Monitor active subscriptions
  • Track subscription payments
  • View overall platform statistics
  • Manage SaaS settings

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