Customer Relationship Management

Presented By
SANJAY GEHLOT-22
VIGNESH DANDU-14
ASHOKRAJ RAMESH-03
YASH KARMARKAR-39
PROFF. PREETI MISHRA
DATE:
Atharva College of Engineering
Department of Information Technology 2025-26
Contents
• Introduction
• Objective
• Survey of Literature
• Problem Definition
• Scope of Project
• Technology
• Block Diagram
• Flow Chart
• Societal Impact
• Feasibility
• Technical skills required for implementation
• Gantt chart
• Reference
Introduction
Customer Relationship Management (CRM) is a strategy and
tool used by businesses to efficiently manage interactions
with current and potential customers.Our project, CRM, is a
lightweight web-based CRM system designed specifically for
small businesses and freelancers to organize leads, manage
contacts, track communication, and improve customer
relationships.It aims to simplify complex CRM tools by
offering an easy-to-use platform with essential features for
growth and engagement.
Objective
The objective of this CRM platform is to provide a
lightweight, cost-effective, and customizable solution for
small to medium businesses to efficiently manage their
customer relationships.This will be achieved by enabling
them to:Handle core CRM functionalities such as
managing leads, contacts, sales pipelines, and
tasks.Implement role-based access control to ensure data
security and appropriate user permissions.Offer a platform
that can scale gradually as their business needs
evolve.Provide user-friendly dashboards with analytics and
insights to support data-driven decision-making.
Survey of Literature
Title Authors Year Summary
Integrating CRM with Singh, R. & Bansal, K. 2024 This research highlights how
Social Media for Enhanced integrating CRM tools with
Customer Engagement in social media platforms like
Fashion Retail Instagram and WhatsApp
improves customer
engagement.

The Impact of CRM on Verma, T. & Desai, R. 2024 This paper analyzes how
Sales Growth in Indian CRM systems helped Indian
Apparel Brands” fashion brands boost their
customer engagement and
increase sales by using
loyalty programs, targeted
offers, and purchase trend
tracking.
A Comparative Study of Kaur, P. & Joshi, A. 2023 The authors compare CRM
CRM Tools for Small and tools like Zoho, HubSpot,
Medium Enterprises and Salesforce, focusing on
(SMEs) ease of use, scalability, and
integration with inventory and
billing systems — critical for
retail clothing businesses.
Problem Definition
In today’s fast-paced business world, managing customer
relationships efficiently is crucial for the success and growth of any
enterprise. Large-scale CRM platforms like Salesforce provide powerful
tools but often come with a steep learning curve, high costs, and
unnecessary complexity for small to medium businesses.There is a
need for a lightweight, cost-effective, and customizable CRM solution
that can:Handle leads, contacts, sales pipelines, and tasks.Enable role-
based access control.Scale gradually as business requirements grow.
Provide analytics and insights with user-friendly dashboards.
 Scope of the project
Customer Data Management:
The system will store and manage detailed customer
profiles including purchase history, preferences, and
contact information.
Order and Interaction Tracking:
Tracks previous orders, returns, support tickets, and
feedback for improving personalized services.
Personalized Marketing:
Enables businesses to send targeted offers, birthday
discounts, and product recommendations based on
customer behavior.
.
Technology
Frontend Technologies:
HTML, CSS, JavaScript, and React.js are used to build a
responsive and user-friendly web interface for both
admins and customers.
Backend Technologies:
Node.js with Express.js is used for creating APIs,
managing business logic, and handling secure server-side
operations.
Database Management:
MongoDB stores customer profiles, purchase history, and
feedback securely in JSON format; Mongoose is used for
schema modeling.
.
Block Diagram
Flow Chart User Input

Input Processing

Decision Making

Execution

Output Delivery

Feedback Loop

End/Refine Input
Societal Impact
Empowering Small and Medium Businesses:
By offering a free/low-cost CRM alternative, the project
helps small businesses:Organize customer dataImprove
follow-ups and serviceCompete with larger corporations
Digital Transformation:
Many small enterprises still rely on spreadsheets and
paper records. This project encourages digital adoption,
making operations efficient, transparent, and
Feasibility
Technical Feasibility:
The project is technically feasible as it uses commonly
available technologies like HTML, CSS, JavaScript (for
frontend) and Python/Node.js with MySQL/MongoDB (for
backend).
Economic Feasibility:
The cost of development is minimal, as all technologies
used are free and open-source. No expensive software
licenses or paid APIs are needed. For future business use,
monetization can be done via subscriptions, making the
platform self-sustainable.
 Technical Skills Required for
Implementation
Frontend:
React, JavaScript/TypeScript, UI Library
Backend:
Node.js, Backend Framework, Database SkillsDevOps:
Cloud, ContainerizationGeneral: Problem-Solving, Version
Control
Gantt Charts
References
Mehta, S. & Raj, D. (2022):
"AI-Driven CRM Tools in Enhancing Customer Experience" –
discusses how AI improves personalization in CRM systems.
Kaur, P. & Joshi, A. (2023):
"A Comparative Study of CRM Tools for SMEs" – evaluates
popular CRM platforms based on cost and scalability.
Singh, R. & Bansal, K. (2024):
"Integrating CRM with Social Media in Fashion Retail" – shows
how CRM combined with Instagram/WhatsApp boosts
customer interaction.
Question??

THANK YOU!