A professional, mobile-first dashboard designed for seamless lead management. It features a dynamic Sales Funnel, advanced multi-filter search (Name, SSN, Phone, Location), and instant CSV data export. Built with PHP & MySQL, it combines real-time analytics with a clean, responsive UI to optimize your workflow and boost conversion rates. 💻📱🎯✅

🚀 Key Features

• Dynamic Sales Funnel: Track leads through 6 customizable stages—from Lead and Proposal to Negotiation and Closed.
• Advanced People Search: High-performance filtering engine allowing searches by Name, SSN (Social Security Number), Phone, and Birth Date.
• US State Integration: Built-in compatibility for all 50 US States with location-based filtering (City, State, and Zipcode).
• Real-Time Analytics: Visual insights into lead density, total revenue in the pipeline, and contact availability.
• One-Click CSV Export: Instantly download filtered results into professional reports for auditing or offline use.
• Smart Action Bar: Direct shortcuts to trigger WhatsApp messages, phone calls, or copy sensitive data like SSN securely.
• 100% Responsive UI: A modern, "Mobile-First" dashboard that provides a seamless experience on Desktop, Tablet, and Mobile.
• Data Integrity: Features built-in logic for non-destructive data handling (Soft Deletes) and formatted data masking.

To ensure your People CRM runs smoothly, here are the technical and environmental requirements. These are perfect for your documentation or a "ReadMe" file.

🖥️ Server Requirements

• Web Server: Apache 2.4+ or Nginx (with PHP-FPM).
• PHP Version: PHP 7.4 or higher (PHP 8.1+ is highly recommended for better performance and security).
• Database: MySQL 5.7+ or MariaDB 10.3+.
• PHP Extensions:
  • mysqli or pdo_mysql (for database communication).
  • mbstring (for handling international characters).
  • openssl (for secure session handling).

🌐 Client-Side (User) Requirements

• Modern Browser: Latest versions of Chrome, Firefox, Safari, or Edge.
• Internet Connection: Required for loading Font Awesome icons and Google Fonts via CDN.
• Device Support:
  • Desktop: Optimized for 1920x1080 and higher.
  • Mobile: Fully responsive (iOS & Android).

🛠️ Development & Environment

• Local Server Environment: XAMPP, WAMP, Laragon, or MAMP.
• SSL Certificate: Recommended (HTTPS) for secure transmission of sensitive data like SSNs.
• Permissions: Write access to the server directory for exporting CSV files (if saving to disk).

📦 Key Dependencies Included

• Font Awesome 6.4: For high-quality UI icons.
• Google Fonts: For modern, professional typography.
• MySQLi Library: For high-speed database interactions.

🚀 Simple Installation Guide

📋 Requirements

1. Web hosting with PHP & MySQL (or XAMPP on your computer)
2. Database file: u388688478_crm_system_us.sql
3. All PHP files from the system

🔧 Step-by-Step Installation

STEP 1: Create Database

1. Login to your hosting control panel (cPanel, Plesk, etc.)
2. Go to MySQL Databases
3. Create new database: crm_system
4. Create database user
5. Add user to database with ALL permissions

STEP 2: Import SQL File

1. Go to phpMyAdmin
2. Select your database: crm_system
3. Click Import tab
4. Choose file: u388688478_crm_system_us.sql
5. Click Go

✅ Database ready!

STEP 3: Upload Files

1. Open File Manager in your hosting
2. Go to public_html folder
3. Upload ALL PHP files
4. Make sure all files are in same folder

STEP 4: Configure Database Connection

Edit config.php file:
php

<?php
// config.php - UPDATE THESE 4 LINES!
define('DB_HOST', 'localhost');        // Usually "localhost"
define('DB_USER', 'your_db_user');    // Your database username
define('DB_PASS', 'your_db_pass');    // Your database password  
define('DB_NAME', 'crm_system');      // Your database name
?>

Example for real hosting:
php

define('DB_HOST', 'localhost');
define('DB_USER', 'crmuser_db');     // Your real username
define('DB_PASS', 'SecurePass123!'); // Your real password
define('DB_NAME', 'crmuser_system'); // Your real database

STEP 5: Test Login

1. Open browser
2. Go to: yoursite.com/login.php
3. Login with:
   • Email: [email protected]
   • Password: password
4. Click Login

✅ System ready to use!