lOMoAR cPSD| 41337686

Department of Computer SCienCe

& engineering

CSE-D, 6th Sem

PROGRESS REPORT – I

Topic - Client Management System

Submitted By:- Submitted To:-

Shivakar Gupta(0905CS211159) Ms. Smriti Bhadoriya
Sourabh Thakur(0905CS211179) Assistance Prof.
Utsav Upadhyay(0905CS211191) Department of CSE
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Index

• Abstract

• Introduction

• Objectives/Aim of the project

• Hardware and Software requirements

• Role of team members

• References (Books, internet sources, etc.)

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Abstract

Client Management System (CMS) is an established concept which is used to manage client
lifecycle through various technologies and process oriented tools. This study identifies how web
application can be utilized for improved client management and to understand the potential of web
application in the business environment.

Client management system is an automatic system which delivers data processing in very high
speed in systematic manner. This project keeps the records of clients. Client Management System
has two module i.e. admin and client.

More specifically, this system is designed to allow the company managers to review and compare
the time logs from the employees, create quotes for the potential clients, as well as issue invoices
for the work. The system will allow the managers to create projects the employees are working on
and use the logged time by the employees on a similar project to make better estimations and
planning in the future.
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Introduction

The purpose of this document is to present a detailed description of the Clients Management
System. It will explain the purpose and features of the system, the interfaces of the system,
what the system will do, the constraints under which it must operate and how the system will
react to external stimuli. This document is intended for both the stakeholders and the developers
of the system.

This project keeps the records of clients. Client Management System has two module i.e. admin
and client.

Admin Module
1. Dashboard: In this section, admin can briefly view the total services, total clients, total today's sales, total
yesterday's sales, total seven's sales and total sales.
2. Services: In this section, admin can manage services (Add/Update).
3. Add Clients: In this section, admin can add new clients
4. Clients List: In this section, admin can update the client details and add services which are provided by admin.
5. Invoices: In this section, admin can view invoices of the client and also take
print of invoice.
6. Search Invoice: In this section, admin can search clients invoice with the help of his/her invoice number. Admin
can also update his profile, change the password and recover the password.

Client Module
1. Dashboard: It is a welcome page for a client.
2. Invoices: In this section, client can view invoices of the client and also take print of invoice.
3. Search Invoice: In this section, client can search his/her invoice with the help of invoice number
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Objective

This software system will be a web tool for managing clients for a software development
company. This system will be designed to maximize the managers productivity by providing
tools for generating quotes, invoices as well as reviewing employers’ productivity. Currently,
the company is using multiple tools for this purpose which is time-consuming and costly.

More specifically, this system is designed to allow the company managers to review and
compare the time logs from the employees, create quotes for the potential clients, as well as
issue invoices for the work. The system will allow the managers to create projects the
employees are working on and use the logged time by the employees on a similar project to
make better estimations and planning in the future. Since the company is working on different
markets, the system will allow generating invoices and quotes in multiple currencies.
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Hardware and Software requirements

Server Hardware:

Processor: Multi-core processor, preferably Intel Xeon or AMD EPYC.

Memory (RAM): Minimum 8 GB, preferably 16 GB or more for better performance.
Storage: SSDs with a capacity starting at 512 GB, depending on the data volume.
Network: High-speed Ethernet connection, preferably 1 Gbps or higher.
Backup Storage: Additional storage for regular backups, preferably on a different server or cloud storage.

Client Machines:

Processor: At least Intel i5 or AMD Ryzen 5.

Memory (RAM): Minimum 8 GB.
Storage: SSDs with a capacity of at least 256 GB.

Software requirements:-

Operating System: Windows, macOS, or Linux.

Web Browser: Latest versions of Chrome, Firefox, Safari, or Edge.
Office Suite: Microsoft Office, Google Workspace, or LibreOffice.
Email Client: Outlook, Thunderbird, or web-based email

Web Server: Apache, Nginx, or Microsoft IIS.

Database Management System (DBMS): MySQL, PostgreSQL, or Microsoft SQL Server.
Programming Language: PHP, Python, Ruby, Java, or .NET, depending on the technology stack chosen.
Frameworks: Laravel, Django, Ruby on Rails, Spring, or ASP.NET.
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Role of Team members

• Shivakar Gupta: Database management

• Sourabh Thakur: Frontend Development

• Utsav Upadhyay: Backend

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References

• http://www.google.com
•