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Score Insight is a Sales Lead Management & Reporting System (SLMRS) which is designed to efficiently organize the sales operation of a company to increase sales and grow business. By integrating easy to use navigation with powerful efficiency, we have created what we believe is a very user friendly and useful application for any business entity.

How Score helps Sales Persons

SCORE helps sales persons to organize & handle business enquiries efficiently

SCORE allows classification of enquiries into different categories with requirement detail & approximate order value

SCORE allows to set next followup dates for enquiries and provide alerts on due dates so that sales person do not miss scheduled followup dates

SCORE keeps record of date wise followup history with comments for all enquiries

SCORE allows storage, management & tracking of customer information including company information & contact person’s detail

SCORE allows to view New, Open, Work-in-Progress (WIP) & Closed prospects in a tabular form

SCORE provides period wise total Prospect & Order value

Personal & Team sales report for a particular period can be generated and downloaded in excel format at any time

User Dashboard View

How Score helps Companies

SCORE integrates entire sales team based at different cities, branches under one platform

Company can create Sales Team hierarchy upto 5 level deep, for example, Marketing Manager -> Regional Manager -> Area Manager -> Sr.Sales Executive > Sales Executive. Companies can name levels as per their own organization structure. Each level can have multiple persons. More levels can be added if required.

SCORE provides birds-eye & detailed views of every New, Open, Work-in-Progress (WIP) & Closed prospects

SCORE administrator can view & monitor activities of each sales persons, team or branch

SCORE administrator can enter to any user’s console directly through the admin console if required

SCORE allows moving prospect/s from one user to another through the admin console if required

Management can generate & download Person, Team & Branch wise Prospects & Sales report for any duration at any time

Admin Dashboard View

Installation Guidelines

Clone this repository

git clone https://github.com/saumyasarkar11/Score-Insight.git

Upload the sql file (present in the root of the folder) and create the database schema. This application is only compatible with MySQL.

Add the database credentials to the two db.php files in the admin and user directories.

Log into the admin using email as [email protected] and password as 123456.

If using a web server, add mail server credentials to allow forgot password functionality to work after you log in.

Once you are logged in, you can add other users under you and get the application up and running.