Customer Management System
1. Project Title:
Customer Management System
2. Project Objective:
The goal of this project is to design and develop an efficient, secure, and scalable Customer
Management System using .NET Core. The system will streamline customer interactions,
sales processes, and support management for businesses, ensuring smooth customer service,
tracking, and reporting. The system will support customer registration, profile management,
interaction tracking, and performance analytics.
3. System Overview:
The Customer Management System is a web-based application designed to help businesses
manage their customer base. It will allow companies to maintain customer profiles, track
interactions, manage customer service tickets, and analyze performance metrics. The
platform will also feature role-based access control (admin, sales representative, support
agent), secure authentication using JWT (JSON Web Tokens), and real-time communication
tools.
Key Features:
Customer registration and profile management
Interaction tracking and customer service management
Sales tracking and management
Real-time communication and notifications
Analytics and performance reporting
Role-based access control (Admin, Sales Rep, Support)
4. Proposed Technical Stack:
Backend:
.NET Core 7: For building RESTful APIs and business logic.
C#: For backend development and application logic.
Entity Framework Core: For database interaction and ORM.
SQL Server: For relational database management.
JWT (JSON Web Tokens): For secure authentication and authorization.
Frontend:
[Link]: For building the user interface.
HTML/CSS/JavaScript: For frontend structure and styling.
Bootstrap: For responsive UI design.
DevOps:
Docker: For containerization.
Git: For version control and collaboration.
GitHub Actions/Azure DevOps: For Continuous Integration (CI) and Deployment
(CD).
Additional Tools:
Swagger/OpenAPI: For API documentation.
xUnit/NUnit: For unit testing.
AutoMapper: For object-to-object mapping.
5. System Modules:
1. Customer Profile Management Module
Functions:
o Customer Registration: Customers can sign up and create profiles.
o Profile Updates: Customers can update their information and preferences.
o View Customer History: View detailed customer interactions, past purchases,
and support tickets.
2. Sales Management Module
Functions:
o Track Sales Leads: Sales representatives can manage leads and track progress.
o Sales Opportunities: Create and track sales opportunities, including quotes,
orders, and invoices.
o Customer Engagement: Track customer interactions related to sales
opportunities.
3. Customer Service & Support Module
Functions:
o Create Support Tickets: Customers can open tickets for support.
o Track Ticket Status: Both customers and support agents can track the status of
tickets.
o Knowledge Base: Access a knowledge base for common queries and
solutions.
4. Analytics & Reporting Module
Functions:
o Sales Analytics: Generate reports on sales activities, conversion rates, etc.
o Customer Engagement: Track customer interactions, feedback, and
engagement.
o System Usage: Track how often users access the system and which features
are used the most.
5. Admin Management Module
Functions:
o User Management: Admins can create, delete, or update user accounts.
o Role-based Access Control (RBAC): Admin assigns roles (Admin, Sales Rep,
Support Agent).
o System Monitoring: Admins can monitor customer data, ticket status, and
overall system health.
6. Notification & Alert System
Functions:
o In-App Notifications: Notify users of new messages, updates on tickets, or
sales activities.
o Email Alerts: Send alerts for customer service status, sales milestones, or
reminders for follow-up tasks.
6. System Features:
Role-based Access Control: Different permissions for Admin, Sales Rep, and
Support Agent.
Customer Profile Management: Store and update customer details and track history.
Sales Management: Capture leads, opportunities, and sales data.
Support Ticket System: Manage customer service tickets, including status updates
and escalation.
Analytics and Reports: Generate sales, engagement, and usage reports for
management.
Real-Time Communication: Use SignalR for real-time updates on customer
interactions and ticket statuses.
7. System Flow Diagram:
8. Entity-Relationship Diagram (ERD):
9. Conclusion:
The Customer Management System will serve as a powerful tool to manage customer
relationships, sales processes, and customer support. The system will be scalable, secure, and
feature-rich, enabling businesses to improve customer engagement, track sales leads, and
enhance customer service.
By utilizing .NET Core for the backend, [Link] for the frontend, and SQL Server for the
database, the system will provide a seamless experience for all users, from sales
representatives to customer support agents and admins.
This project will offer an integrated platform that allows businesses to improve efficiency,
reduce operational costs, and enhance customer satisfaction.
