Simple CRM + Accounts Website for Fire & Safety Institute

Замовник: AI | Опубліковано: 13.11.2025

We are Elite Fire and Safety Institute, looking to build a simple web-based CRM and Accounts management system for our institute’s internal use. The system should have 3 logins — CRM (Marketing), Accounts, and Employer (Management). No automation or SMS features required — just clean and functional modules. --- Login 1 – CRM / Marketing Panel Add and manage leads (Name, Contact, Course, Source, Remarks) Update follow-ups with status and next call date Convert lead to admission (send data to accounts panel) Dashboard showing total leads, converted leads, pending follow-ups Simple reports (by course, date, or status) --- Login 2 – Accounts Panel Student admission form (Name, Course, Date, Fees, Batch, Contact) Fee collection entries (Date, Mode, Amount) Balance auto-calculation Invoice generation (simple printable format) Certificate status tracking: Not Applied / Applied / Received / Issued Dates for each status (no file upload) Reports: Daily collection, Pending fees, Course-wise summary --- Login 3 – Employer / Management Panel Dashboard with total admissions, total income, pending fees, expenses, and profit/loss View summary of fees collected Expense management (Category, Amount, Date, Mode, Remarks) Reports: Income vs Expense, Monthly overview Staff access control (add/remove login users) --- Technical Requirements Web-based (PHP / MySQL preferred) Mobile responsive (works on phone and PC) Secure login for all panels Data stored safely in database Output Expected A fast, clean, and user-friendly system to manage the full student cycle: