190320107056

“CRM : Customer Relationship Management”

A PROJECT REPORT

A PROJECT REPORT

Submitted by

SHREEJI PARMAR
190320107056

In partial fulfillment for the award of the degree of

BACHELOR OF ENGINEERING
in

Computer Engineering

L. J. Institute of Engineering & Technology

Ahmedabad

Gujarat Technological University, Ahmedabad

[May - 2022]

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L. J. Institute of Engineering & Technology

Ahmedabad

CERTIFICATE

This is to certify that the project report submitted along with the project

entitled “CRM :Customer Relationship Management” has been carried out

by Parmar Shreeji under my guidance in partial fulfillment for the degree of

Bachelor of Engineering in Computer Engineering, 8th Semester of Gujarat

Technological University, Ahmadabad during the academic year 2023-24.

Prof. Munira Topia Prof. Shruti Raval

Internal Guide Head of the Department

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 190320107056

Gujarat Technological University LJIET

 190320107056

L. J. Institute of Engineering & Technology

Ahmedabad

DECLARATION

We hereby declare that the Internship report submitted along with the

Internship entitled “ CRM : Customer Relationship Management ”

submitted in partial fulfillment for the degree of Bachelor of Engineering in

Computer Engineering to Gujarat Technological University, Ahmedabad, is a

bonafide record of original project work carried out by me at Pseudocode

under the supervision of Mr. Parth soni and that no part of this report has been

directly copied from any student’s reports or taken from any other source,

without providing due reference.

Name of the Student Sign of Student

Shreeji Parmar .

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ACKNOWLEDGEMENT

I would like to express my heartfelt gratitude to pseudocode for providing me with the

opportunity to participate in their internship program.

During my internship , I was assigned to work on CRM project that allowed me to gain

Practical experience in the field of customer relationship management. I learned about

the importance of managing customer data effectively to enhance the customer

experience and drive business growth

Throughout the internship, Mr. Parth Soni , Project Manager and Mr. Akshay Prajapati ,

Team Leader provided me with valuable insights and guidance that helped me to

navigate my tasks and responsibilities. They were always available to answer my

questions and provide support, their industry experience and expertise helped me to

better understand the company and the industry, and allowed me to make the most of my

internship. I am thankful for their time and support, and for sharing their valuable

insights with me.

Thank You once again to pseudocode for giving me this opportunity to learn and grow

Shreeji Parmar Date:24 April ,2023.

(190320107056)

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190320107056 Abstract

ABSTRACT

This Report provides an overview of my internship experience working on a

CRM project with Frappe/Erpnext at Pseudocode. The goal of the internship
was to gain practical experience in the field of customer relationship
management and to develop Skills and knowledge related to CRM system
and ERP software.

During the internship, I was assigned to work on a CRM project that involved
Analyzing and managing customer data using Frappe/ERPnext , an open-
source ERP system .

Throughout the internship, I received guidance and support from my

supervisor and the rest of the team, who provided me with valuable feedback
and helped me to develop my skills and knowledge in both CRM and ERP
software. I also had the opportunity to participate in team meetings, where I
learned about the company’s overall strategy and how Frappe/ERPnext fits
into the larger picture.

Overall , the internship was a valuable learning experience that allowed me

to apply the concepts and theories I learned in my studies to real-world
business setting. I believe that the skills and knowledge I developed during
the internship. particularly in Frappe ERPNext ,will be beneficial to my
future career endeavors in the fields of customer relationships management
and ERPnext software.

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305419 List of Figures

List of Figures

Fig 1.1 Use case / Procedure Diagram...........................................................................2

Fig 1.2 Activity / Process Diagram................................................................................5
Fig 2.1 Use case / Procedure Diagram.........................................................................12
Fig 2.2 Activity / Process Diagram..............................................................................15
Fig 2.3 Use case / Procedure Diagram.........................................................................22
Fig 2.4 Activity / Process Diagram..............................................................................25
Fig 3.1 Use case / Procedure Diagram.........................................................................32
Fig 4.1 Activity / Process Diagram..............................................................................35
Fig 4.2 Use case / Procedure Diagram.........................................................................42
Fig 4.3 Activity / Process Diagram..............................................................................43

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305419 List of Tables

List of Tables

Table 1.1 Popular Methods / Techniques......................................................................2

Table 1.2 User / Reading / Observation Table...............................................................5
Table 2.1 Popular Methods / Techniques.....................................................................12
Table 2.2 User / Reading / Observation Table.............................................................15
Table 2.3 Popular Methods / Techniques.....................................................................22
Table 2.4 User / Reading / Observation Table.............................................................25
Table 3.1 Popular Methods / Techniques.....................................................................32
Table 4.1 User / Reading / Observation Table.............................................................35
Table 4.2 Popular Methods / Techniques.....................................................................42
Table 4.3 User / Reading / Observation Table............................................................43

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305419 Abbreviations

Abbreviations

CRM Customer Relationship Management

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305419 Table of Contents

Table of Contents

Acknowledgement................................................................................................................i
Abstract................................................................................................................................ii
List of Figures.....................................................................................................................iii
List of Tables......................................................................................................................iv
List of Abbreviations...........................................................................................................v
Table of Contents................................................................................................................vi
Chapter 1 Overview of the Company...............................................................................1
1.1 History............................................................................................................................2
1.2 Different product / scope to do......................................................................................3
Chapter 2 Overview of different department and Layout of the production/process
being carried out in company............................................................................................5
Chapter 3 Introduction to Internship and Project…......................................................8
3.1 Internship Summary – Key To a good summary is the FIRST sentence, which
MUST contain the most essential information that you wish to convey.
3.2 Purpose
3.3 Objective
3.4 Scope (what it can do and can’t do)
3.5 Technology and Literature Review
3.6 Project / Internship Planning
3.6.1 Internship Development Approach and Justification
3.6.2 Internship Effort and Time, Cost Estimation
3.6.3 Roles and Responsibilities
3.6.4 Group Dependencies
3.7 Internship Scheduling (Gantt Chart/PERT/Network Chart)
Chapter 4 System Analysis………………………………………………………...........15
4.1 Study of Current System
4.2 Problem and Weaknesses of Current System
4.3 Requirements of New System
4.4 System Feasibility
4.4.1 Does the system contribute to the overall objectives of the organization?
4.4.2 Can the system be implemented using the current technology and within the
given cost and schedule constraints

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4.4.3 Can the system be integrated with other systems which are already
in place?
4.5 Activity / Process in New System / Proposed System
4.6 Features of New System / Proposed System
4.7 List Main Modules / Components / Processes / Techniques of New System / Proposed
System
Chapter 5 System Design………………………………………………………………20
5.1 System Design & Methodology
5.2 Database Design
5.3 Input / Output and Interface Design (If applicable)
5.3.1 State Transition Diagram (optional)
5.3.2 Samples of Forms, Reports and Interface
5.3.3 Access Control / Mechanism / Security (If applicable)
Chapter 6 Implementation………………………………………………………………25
6.1 Implementation Platform / Environment
6.2 Process / Program / Technology / Modules Specification(s)
6.3 Finding / Results / Outcomes
Chapter 7 Testing………………………………………………………………………..55
7.1 Testing Plan / Strategy
Chapter 8 Conclusion and Discussion
8.1 Overall Analysis of Internship / Project Viabilities
8.2 Limitation and Future Enhancement
References...................................................................................................................40
Appendix...........................................................................................................................42

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305419 Overview of the Company

Chapter 1. Overview of the Company

Pseudocode Infotech Private Limited

Pseudocode Infotech Private Limited is an Indian IT company that offers

Software Development, web development, and digital marketing services.
The company was founded on 9th April 2021.

Pseudocode Infotech has a team of experienced professionals who are

skilled in various technologies, such as Java, PHP, Python, Node.js,
and AngularJS

The company's services include custom software development, mobile

application development, website design and development, e-commerce
development, and digital marketing.

The company has worked with clients from various industries, such as
healthcare, education, e-commerce, and real estate.
Pseudocode Infotech prides itself on providing quality services to its
clients and ensuring their satisfaction.

Overall, Pseudocode Infotech is a growing IT company that offers a range of

services to its clients and aims to deliver quality solutions to their problems.

Figure: Company Logo

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1.1 History

Pseudocode Infotech Private Limited is a 2 years 16 days old Private Limited Indian Non-
Government Company incorporated on 09 Apr 2021. Its registered office is in , Gujarat
India.

The Company's status is Active, and it has filed its Annual Returns and Financial
Statements up to 31 Mar 2022 (FY 2021-2022). It's a company limited by shares having
an authorized capital of Rs 1.00 Lakh and a paid-up capital of Rs 1.00 Lakh as per MCA.

3 Directors are associated with the organization. Nainesh Joshi, Diptiben Naineshbhai
Joshi and Nirav Sureshchandra Shah are presently associated as directors.

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1.2 Different product / scope of work

Custom Software Development

The Software Development team at Pseudocode Infotech is responsible for Developing

Custom software solutions for clients..They use various Programming languages such as

Java,Kotlin,Swift and React Native to Create Platform Applications that run on both IOS

and Android Devices.

Web Application Development

The web development team at Pseudocode Infotech is responsible for designing , and
Developing maintaining websites for clients. They use various technologies and
platforms
such as HTML, CSS, JavaScript, PHP, WordPress and Magento and mainly
Frappe/ERP
to create custom websites tailored to clients needs.

Social Media Marketing

The social media marketing team at Pseudocode Infotech is responsible for managing
clients' social media accounts, creating engaging content , and running social media
advertising campaigns. They use various social media platforms such as Facebook,
Twitter, LinkedIn, and Instagram to reach clients' target audience and increase brand
awareness

Search Engine Optimization

The search engine optimization (SEO) team at Pseudocode Infotech is responsible for
improving clients' website ranking on search engines such as Google, Bing, and Yahoo.
They use various SEO techniques such as keyword research, on-page optimization, an
link building to increase organic traffic to clients' websites.

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Mobile App Development Company

The application development team at Pseudocode Infotech is responsible for developing
mobile and desktop applications for clients. They use various programming languages
such as Java, Kotlin, Swift, and React Native to create cross-platform applications that run
on both iOS and Android devices.

Software Testing Services

Experience Next-Gen software testing and Quality Assurance services with Pseudocode.
We guarantee significant boost in deploying codes, improved Software development life
cycle and cost-effectiveness at an unparalleled speed and quality.

UI/UX Design
The graphic designing team at Pseudocode Infotech is responsible for creating
visual content for clients such as logos, banners, brochures, and other marketing .
They use various graphic designing tools such as Adobe Photoshop, Illustrator, and
InDesign to create high-quality designs that align with clients' branding and marketing
strategies.

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305419 Overview of Different department

Chapter 2 Overview of different department and Layout of the

production/process being carried out in company

Stages of Production:

Stage 1: Project Planning

The first stage of SDLC is all about “What do we want?” Project planning is a vital role
in the software delivery lifecycle since this is the part where the team estimates the cost
and defines the requirements of the new software.

Stage 2: Gathering Requirements & Analysis

The second step of SDLC is gathering maximum information from the client
requirements for the product. Discuss each detail and specification of the product with the
customer. The development team will then analyze the requirements keeping the design
and code of the software in mind. Further, investigating the validity and possibility of
incorporating these requirements into the software system. The main goal of this stage is
that everyone understands even the minute detail of the requirement. Hardware, operating
systems, programming, and security are to name the few requirements.

Stage 3: Design
In the design phase (3rd step of SDLC), the program developer scrutinizes whether the
prepared software suffices all the requirements of the end-user. Additionally, if the
project is feasible for the customer technologically, practically, and financially. Once the
developer decides on the best design approach, he then selects the program languages
like Oracle, Java, etc., that will suit the software.

Once the design specification is prepared, all the stakeholders will review this plan and
provide their feedback and suggestions. It is absolutely mandatory to collect and
incorporate stakeholder’s input in the document, as a small mistake can lead to cost
overrun.

Stage 4: Coding or Implementation

Time to code! It means translating the design to a computer-legible language. In this
fourth stage of SDLC, the tasks are divided into modules or units and assigned to

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various

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developers. The developers will then start building the entire system by writing code
using the programming languages they chose. This stage is considered to be one of the
longest in SDLC. The developers need certain predefined coding guidelines, and
programming tools like interpreters, compilers, debugger to implement the code.

The developers can show the work done to the business analysts in case if any
modifications or enhancements required.

Stage 5: Testing
Once the developers build the software, then it is deployed in the testing environment.
Then the testing team tests the functionality of the entire system. In this fifth phase of
SDLC, the testing is done to ensure that the entire application works according to the
customer requirements.

After testing, the QA and testing team might find some bugs or defects and communicate
the same with the developers. The development team then fixes the bugs and send it to
QA for a re-test. This process goes on until the software is stable, bug-free and working
according to the business requirements of that system.

Stage 6: Deployment
The sixth phase of SDLC: Once the testing is done, and the product is ready for
deployment, it is released for customers to use. The size of the project determines the
complexity of the deployment. The users are then provided with the training or
documentation that will help them to operate the software. Again, a small round of
testing is performed on production to ensure environmental issues or any impact of the
new release.

Stage 7: Maintenance
The actual problem starts when the customer actually starts using the developed system
and those needs to be solved from time to time. Maintenance is the seventh phase of
SDLC where the developed product is taken care of. According to the changing user end
environment or technology, the software is updated timely.

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305419 Overvoew Of Different Department

Departments

 Development Team: This team is responsible for designing, developing, testing,

and maintaining software applications and systems. They work closely with other
departments to ensure that the software meets the requirements of the organization
and its clients.

 Infrastructure Team: This team is responsible for managing the hardware,

software, and network infrastructure of the organization. They ensure that the
systems are running smoothly, and troubleshoot any issues that arise.

 Project Management Team: This team is responsible for managing the entire
lifecycle of a project, from planning to delivery. They ensure that projects are
completed on time, within budget, and meet the requirements of the client.

 Quality Assurance Team: This team is responsible for testing software

applications and systems to ensure that they meet the quality standards of the
organization and its clients.

 Security Team: This team is responsible for ensuring the security of the
organization's systems and data. They develop and implement security policies
and procedures, monitor for threats, and respond to security incidents.

 Sales and Marketing Team: This team is responsible for promoting the
organization's services to potential clients, generating leads, and closing deals.

 Customer Support Team: This team is responsible for providing support to

clients who are experiencing issues with the organization's products or services.
They may also be responsible for training clients on how to use the products or
services.

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Chapter 3 Introduction to Internship and Project

3.1 Internship

This internship program is focused on the development and implementation of a

Customer Relationship Management (CRM) system for pseudocode Company. The
primary goal of the project is to provide a comprehensive solution for managing the
company's customer interactions, improving Customer satisfaction and increasing sales
revenue.The internship program will involve working closely with the project team,
understanding the business requirements, designing and developing an
testing and deploying the final solution. This internship program provides
an excellent opportunity to gain practical experience in software
development, project management, and customer relationship management

3.2 Purpose

The purpose of the CRM project on internship is to develop and implement a

comprehensive Customer Relationship Management (CRM) system for the
organization. The CRM system will help the organization manage its customer
interactions more effectively, improve customer satisfaction, and increase sales
revenue. As an intern, the purpose of my involvement in this project is to gain
practical experience in software development, project management, and
customer relationship management.

The project will provide an excellent opportunity to work with a team,

understand business requirements, design and develop a CRM system, and test
and deploy the final solution. The successful completion of this project will add
value to the organization and equip you with practical skills that can be applied
in future projects.

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3.3 Objective

 To develop and implement a comprehensive CRM system that meets the business
requirements of the organization.

 To improve customer satisfaction by providing better customer service and

personalized interactions To increase sales revenue by providing the sales team
with a more efficient and effective tool for managing customer interactions.

 To streamline business processes and improve operational efficiency by automating

repetitive tasks and providing real-time access to customer data

 To develop skills and gain practical experience in software development, project

management, and customer relationship management.

 To work collaboratively with a team to design, develop, test, and deploy the CRM
system on time and within budget.

 To ensure the CRM system is scalable, secure, and can integrate with other
business systems if needed.

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3.4 Scope

 Identification of the business requirements and objectives for the CRM system,
including the types of data like Lead and visit information and that will be
collected, the functionalities required, and the user roles and permissions.

 Design and development of the CRM system, including customization, configuration,

and integration with existing systems.

 Deployment of the CRM system, including training of end-users and stakeholders.

 Testing of the CRM system to ensure that it meets the functional and non-functional
requirements, including scalability, security, and usability

3.5 Technology and Literature Review

Backend
Combat development challenges by reinforcing the backend functioning of the
application with easy synchronization of different features and seamless communication
with relational databases.

.net Java NodeJs PHP ROR (Ruby On Rails)

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Frontend
Reinvent the look and feel of web applications using JavaScript technologies along with
HTML and CSS to improve aesthetics and enhance the digital experience of your
customers.

Angular React

Database
Consolidate data from multiple complex data sources and manage end-to-end data
integration to predict significant and actionable insights.

Microsoft SQL Server PostgreSQL ElasticSearch MySQL mongoDB

Cassandra oracle

Mobile
Transform web applications into leading-edge mobile applications by enabling mobility
across multiple platforms such as iOS, Android, and windows.

iOS Android React Native Flutter

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Cloud & DevOps

Fast Track your deliveries using agile and cloud-based technology approach for anytime
and anywhere accessibility and transparency.

Azure Google Cloud Jenkins Kubernetes docker aws

Testing
Ensure high performing and bug-free applications by implementing our structured Testing
methodologies for your tangled and complex applications.

Selenium TestRail Postman BrowserStack

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3.6 Project / Internship Planning

3.6.1 Internship Development Approach and Justification

The justification for this approach lies in the fact that it is a proven methodology for
software development and has been used successfully in numerous projects.
flexibility in the development process, as changes can be incorporated at various stages of
development Additionally, by involving stakeholders in the design
and testing process, it ensures that the system meets their needs and requirements. Overall,
this approach ensures that the project is delivered efficiently and effectively, with a focus
on meeting the project objectives.

3.6.2 Internship Effort and Time, Cost Estimation

The internship will require an estimated effort of 40 hours per week for a duration of 8
weeks, for a total of 320 hours. The cost estimation for the internship includes the salaries
of the mentors, the cost of any necessary equipment or materials, and any overhead
expenses associated with the internship program. Based on these factors.

3.6.3 Roles and Responsibilities

The roles and responsibilities for the internship program include:

 Interns: Completing assigned tasks, participating in mentorship sessions, and

meeting project deadlines.
 Mentors: Providing guidance, feedback, and support to interns, as well as
monitoring their progress and ensuring they are meeting project goals.
 Project Manager: Overseeing the overall internship program, coordinating with
mentors and interns, and providing support as needed.

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305419 Introduction To Internship And Project

3.6.4 Group Dependencies

We were a group of five people during the internship and we all are worked on the project
together. My teammates and I worked together on the project. System connectivity and
Github Access was provided on permanent Employees desktop so they all handled the
Communication. We worked together on the designing,coding and testing phase.

3.7 Internship Scheduling

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305419 System Analysis

Chapter 4 System Analysis

4.1 Study of Current System

The study of the current system is an essential step in any software development project. It
involves analyzing the existing system, its strengths, weaknesses, and limitations,
as well as the needs and requirements of the users. This step helps to identify areas
where the current system falls short, areas for improvement , and opportunities for
innovation.
In the case of a CRM project, studying the current system involves analyzing the existing
CRM software of ERPNext and its features, as well as conducting interviews with users
and stakeholders to understand their needs and requirements.
This information is then used to identify gaps in the current system and to determine the
required improvements for the new system.
The study of the current system helps to ensure that the new CRM system is designed to
meet the needs and requirements of the users and stakeholders.
It also helps to identify potential risks and challenges that may arise during the
development process
By conducting a thorough study of the current system, the development team can
create a more effective and efficient CRM system that addresses the shortcomings of the
current system and provides a better user experience.

4.2 Problem and Weaknesses of Current System

→ If the user might not able to deal with English language then user might not able to use
the system efficiently.
→There can be lack of system security, reliability Community.
→ Only Admin can manage this system there is no employee panel.

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→ Authenticity of user entered details.

→ Only admin can manage missions.
→If a user knows other user’s login id and password then he/she can login and enter fake data
with daily attendance.

4.3 Requirements of New System

Hardware/Software requirements at development

Hardware Requirements
- Processor. 1.8 GHz or faster processor. Dual-core or better recommended.
- Memory (RAM): 8 GB or more recommended.
- Hard Disk Space: 5 GB or more of available space.
- Graphics card: DirectX 10 compatible graphics card with a WDDM 1.2 driver or higher.

Software Requirements
- Operating System: Ubuntu 22.

- Frappe and it’s required dependencies

- .NET 6 SDK
- Visual Studio 2022.
- Mariadb server

4.4 System Feasibility

4.4.1 Does the system contribute to the overall objectives of the organization?

Yes, the system should contribute to the overall objectives of the organization. The CRM
project should be aligned with the organization's goals and objectives,
and it should aim to improve customer relationship management and enhance customer

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 305419 System Analysis
can enable seamless data sharing

satisfaction. By implementing a CRM system..

4.4.2 Can the system be implemented using the current technology and within
the given cost and schedule constraints

Yes, the proposed CRM system on Frappe/ERPNext can be implemented using current
technology and within the given cost and schedule constraints.
Frappe/ERPNext is an open-source web-based platform that can be
easily customized and integrated with other systems. The technology stack used in the
development of the CRM system is modern and scalable, ensuring a robust and efficient
system . Additionally, the cost of implementation is relatively low compared to other
proprietary systems, making it cost-effective. The development timeline for
the project has also been carefully planned to ensure that it meets the given schedule
constraints. Overall, the implementation of the CRM system
on Frappe/ERPNext is feasible and practical.

4.4.3 Can the system be integrated with other systems which are already
in place?

Yes, the CRM system can be integrated with other systems that are already in place, as
long as they have compatible interfaces and data formats. This integration can enable
seamless data sharing between different systems, such as ERP systems or marketing
automation tools, and can improve overall efficiency and accuracy of data. However,
proper planning and testing must be done to ensure that the integration successful.
and does not disrupt the current systems.

4.5 Activity / Process in New System / Proposed System

Organisations can expand their CSR initiatives to community development activities.

This would involve health-related activities, education support, encouragement of arts,
and other community activities.

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305419 System Analysis

The platform will allow the company to “plan and manage effort that seeks to motivate
and enable employees to effectively serve community needs through the leadership of the
employer.”
These programs are typically built to support a company’s larger corporate social
responsibility program (CSR) or community engagement program or community
investment program. Companies may have specific reasoning for building such platforms
like building a positive brand reputation or increasing employee engagement in the
community.

4.6 Features of New System / Proposed System

Login page will appear when user lands on the platform. This page will have login section
at center of the screen.

User can login to platform using their email address and password.

Users who have forgotten their password may request that it by entering their email
address. System will check their email address existence, if it exists then reset password
link will be sent to their email address. This link automatically expires after 4 hours or
when it was already used to reset password successfully.

When clicking on reset password link from email, user will land to this page. Here user
can reset his password by entering new password.
After successful login, user will be redirected to platform landing page. This page will
display Home dashboard. User can filter their task by sidebar panel. User can also search
tasks by search bar. User can view only their attendance.
User can enter client’s data like new lead ,new visitors and document and other chart.

From Admin: Admin can see all the user’s data like how many leads is he providing to the
company ,from where he is providing the clients.and mainly attendance.

If there is cancellation happens by any chance then there will be button for that.

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305419 System Analysis

New lead page has all details of client’s ,company’s name etc and any other
information according to client’s contact person and user has one more authority
is he can transfer the lead if he is busy. To the other employees

allows users to view and submit customer’s data about their experience.
User can submit his or her story from this page. User must have Registered to a Axis
Database.. When user saves customer detail, it will be saved and in dashboard section
will show up in graphical way Then data will published on platform, it will appear on
platform and Admin can view it.

Lead List page will show details of a each lead. User can view Lead Name, description,
and customer detail by whom data is added. User can also recommend a data to a co-
worker.

User can update his/her basic, address details and additional details, skills. User can also
change their password.

User can add/remove customer’s dataset.

A user can send any bugs, opinion, suggestion or query regarding system directly.

Admin has full right on the database of user, his Lead List, Visit list, his attendence, and
skills

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305419 System Design

Chapter 5 System Design

5.1 System Design & Methodology

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5.2 Database Design

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Data Upload

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sss

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 305419 Implementation

Chapter 6 Implementation

6.1 Implementation Platform / Environment

The implementation platform/environment for the CRM project using ERPNext will depend
on the specific requirements and preferences of the organization. ERPNext can be deployed
on-premises or on cloud servers using popular cloud platforms such as Amazon Web
Services, Google Cloud, and Microsoft Azure. It also supports a variety of operating
systems, including Linux, Windows, and macOS. Additionally, ERPNext provides easy-to-
use installation scripts and Docker images for quick deployment. The choice of
platform/environment will depend on factors such as the size of the organization, IT
infrastructure, budget, and security requirements..

6.2 Process / Program / Technology / Modules Specification(s)

The technology specifications for the CRM project on ERPNext include the use of Python
as the primary programming language, with the Flask micro-framework for web
development. The project also involves the use of PostgreSQL as the database management
system, and the integration of various modules within ERPNext, such as the Sales module,
Customer module, and Marketing module. Additionally, the project may also require the use
of various APIs, including the Google Maps API and the Twilio API for SMS messaging.
The project is developed using agile methodology, with continuous testing and iteration
throughout the development process.

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6.3 Finding / Results / Outcomes

Login In Page

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Dashboard Page (After Login Page)

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New Lead Page

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Select Which status is suitable for specific customer

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Lead List Page

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Add new Visit Page

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Assign a new Contact Person while Creating a new visitor

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Add New Customer Page

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New Customer Contact person

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New User

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Dashboard Page

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Client Dashboard

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305419 Testing

Chapter 7 Testing

7.1 Testing Plan / Strategy

A testing plan or strategy is a systematic approach to testing a software application,

product or system to ensure that it meets the specified requirements and objectives. Here
are the steps to create a testing plan:

1. Identify the testing objectives: The first step in creating a testing plan is to identify
the objectives of the testing. These objectives should align with the project goals,
and should be specific and measurable.
2. Define the scope: The scope of the testing should be defined, which includes the
features, functionalities, and components that will be tested. It is important to
identify the test scenarios and use cases to ensure that all aspects of the application
are tested.
3. Choose the testing types: Based on the identified objectives and scope, different
types of testing should be selected, such as unit testing, integration testing,
functional testing, performance testing, security testing, etc.
4. Determine the testing approach: The testing approach should be defined, such as
manual testing, automated testing, or a combination of both. The testing approach
should also take into account the testing environment and resources required.
5. Identify the testing tools: The testing tools required for the testing should be
identified, such as testing frameworks, test management tools, and automation
tools.
6. Define the testing schedule: The testing schedule should be defined, which
includes the testing timeline, milestones, and deadlines.
7. Assign roles and responsibilities: Roles and responsibilities should be assigned to
each member of the testing team, including test analysts, testers, and test
automation engineers.
8. Develop the test cases: Test cases should be developed for each test scenario and
use case. These test cases should be detailed and include expected results, test
data, and test conditions.
9. Execute the tests: The testing should be executed according to the testing plan and
test cases. Any defects or issues found during testing should be logged and

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tracked.

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Review and report: After the testing is complete, the results should be reviewed, and a
testing report should be created. This report should include the testing objectives, scope,
testing approach, testing tools, test cases, testing results, and any issues found during
testing.

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305419 Conclusion And Discussion

Chapter 8 Conclusion and Discussion

8.1 Overall Analysis of Internship / Project Viabilities

As per the findings and results of the CRM project on ERPNext, it can be concluded that
the project was successful in achieving its objectives. The new system addressed the
problems and weaknesses of the previous system, and the requirements of the new system
were met through proper planning and execution. The integration with existing systems
and technology constraints were also taken into consideration during the implementation
process.The overall analysis of the internship/project shows that a proper planning and
execution approach is crucial for the success of any project. The use of modern technology
and software can greatly enhance the efficiency of an organization and help achieve its
objectives. Furthermore, effective communication and collaboration among team members
can lead to a more successful and efficient project outcome.

8.2 Limitation and Future Enhancement

Limitation:
If the user might not able to deal with English language then user might not able to use
the system efficiently.
→There can be lack of system security, reliability Community.
→ Managing users time-sheet manually.
→ Authenticity of user entered details.
→ Only admin can manage attendance.
→ No direct communication between NGOs.

Future Scope:
→ Integration with AI and machine learning capabilities to provide more accurate
customer insights and improve predictive analysis.
→ Communication between NGOs and administration.
→ Development of a mobile app for easy access to CRM data on-the-go.

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