A comprehensive Customer Relationship Management system for ThemedExperiencesUSA.com, supporting both Virtual Assistant & Concierge services and Themed Marketing Agency operations.
- Lead Management: Capture, qualify, and track leads
- Discovery Call Scheduler: Calendar integration for scheduling calls
- Proposal Builder: Themed templates for proposals
- Onboarding Flow: E-signature integration for client onboarding
- Itinerary Management: Vendor booking and itinerary creation
- Campaign Management: Marketing campaign ideation and asset library
- Analytics: Media spend tracking and ROI analysis
- Feedback System: NPS surveys and loyalty tracking
- Referral Management: Referral tracking and rewards
- Admin: Full system access
- Sales Rep: Lead management, calls, proposals
- Concierge Coordinator: Itineraries, bookings, vendor management
- Marketing Manager: Campaigns, reports, creative assets
- Vendor/User: Assignment-only views
- Backend: PHP/Laravel
- Frontend: React.js
- Database: MySQL (concierge_db + marketing_db)
- Authentication: JWT
- Deployment: cPanel hosting
- leads, clients, discovery_calls, packages, client_packages
- itineraries, vendors, bookings, transactions
- feedback, loyalty_points, referrals
- prospects, workshops, outreach_sequences, proposals
- campaigns, creative_assets, media_spend, performance_reports
- case_studies, retainer_contracts
- Clone the repository
- Configure database connections
- Run migrations:
php artisan migrate - Install frontend dependencies:
npm install - Build frontend:
npm run build
RESTful APIs for all CRM operations with JWT authentication.
- Email/SMS gateways
- Calendar APIs (Google/Microsoft)
- E-signature services (DocuSign)
- Interactive App SDK webhooks