Mini CRM Platinum - ASP.NET Core MVC 9.x

Built for businesses of all sizes, Mini CRM Platinum is your all-in-one solution for managing campaigns, leads, budgets, expenses, and sales teams efficiently.

This variant leverages ASP.NET Core MVC for both the backend (Web API) and frontend (Web App UI), providing a structured and seamless development experience preferred by .NET developers.

With Mini CRM Platinum, businesses can streamline operations and drive growth by offering the right tools for collaboration and teamwork. Everyone works on the same platform with a single source of truth, eliminating scattered Excel files and outdated data silos.

Ideal for solo entrepreneurs, small businesses, startups, and enterprises beginning their digital transformation journey.

🎯 Key Features

📊 Dashboard Overview

Gain quick insights with widgets and charts for:

• Total Campaign Costs
• Total Target Leads in Revenue
• Total Budget & Expenses
• Total Closed Won Leads
• Sales Funnel Stages (Prospecting → Qualification → Need Analysis → Proposal → Negotiation → Decision Making → Closed)
• Lead Closing by Sales Team for performance tracking
• Campaign by Status (Draft, Cancelled, Confirmed, On Progress, On Hold, Finished, Archived)
• Lead Activity Pyramid (Email, Event, Other, Meeting, Social Media, Phone)

🔥 Pipeline Modules

📢 Campaign Management

• Auto-generated Campaign Number
• Set Start & Finish Dates
• Target Revenue Amount
• Campaign Status (Draft, Confirmed, etc.)
• Sales Team Assignment
• Budget & Expense Breakdown in a single page

💰 Budget Management

• Auto-generated Budget Number
• Budget Date & Amount
• Related Campaign Lookup
• Status & Description

🌂 Expense Management

• Auto-generated Expense Number
• Expense Date & Amount
• Related Campaign Lookup
• Status & Description

🎯 Lead Management

• Auto-generated Lead Number
• Lead Description & Company Name
• Address & Contact Info (Phone, Fax, Email, Website)
• Social Media Integration (WhatsApp, LinkedIn, Facebook, Instagram, Twitter)
• BANT Score (Budget, Authority, Need, Timeline)
• Important Dates (Prospecting Date, Estimated Closing Date, Actual Closing Date)
• Goals & Status (Targeted Amount, Closed Amount, Pipeline Stage, Closing Status)
• Sales Team Assignment

👇 Lead Contact & Activity Management

• Store multiple contacts per lead
• Record lead activities: Email, Phone Call, Meeting, Event, Social Media, Others

🤝 Sales Team & Representatives

• Manage Sales Teams & Members
• Assign Leads & Campaigns

🛒 Sales Order & Purchase Order Modules

• Manage Sales Orders & Purchases with tracking & reporting

🚀 Running The Project: Visual Studio

Getting started is easy! Thanks to Monolithic Clean Architecture, everything is structured and streamlined. 

Steps:

1. Open the project using Visual Studio.
2. Update the connection string in appsettings.json to match your SQL Server database.
3. Clean and build the solution:
   • Right-click the solution → Clean
   • Right-click the solution → Build
4. Run the project:
   • Click the green play button in the Visual Studio toolbar.

Note: The database will be created automatically if it does not exist.

🌎 Deployment to IIS

Deployment is straightforward since both the front end and back end are in a single deployable unit.

Steps:

1. Publish the Project:
   • Right-click the project → Publish
   • Choose a folder to output the files.
2. Deploy to IIS:
   • Copy the published files to your IIS directory.
   • Configure IIS to point to the folder and ensure database connectivity.

For detailed instructions, refer to Microsoft’s official IIS deployment documentation.

🏗 Monolithic Clean Architecture

This architecture ensures a structured and simplified development process by keeping all components within a single codebase. ASP.NET Core MVC powers the front end and the back end, making it a familiar and preferred choice for many .NET developers. This approach provides:

✅ Seamless dependency management – No dependency conflicts.

✅ Simplified deployment – A single repository with a clear structure.

✅ Maintainability & scalability – With Clean Architecture, CQRS, and MediatR ensuring long-term viability.

⚙️ Technical Features

Monolithic Clean Architecture—backend and frontend seamlessly unified in a single Visual Studio solution. Easy to maintain, effortless to deploy, and delivered as a single deployable unit on one server, one IIS website. 🚀

• Back End - ASP.NET Core Web API - Complete RESTful API
• ASP.NET Core MVC
• Clean Architecture
• CQRS with MediatR
• Repository Pattern
• Entity Framework Core (EF Core) for data access
• AutoMapper for object mapping
• FluentValidation for input validation
• Serilog for logging
• Support for file uploads and downloads (images/documents)
• Secure authentication and authorization with ASP.NET Identity + JWT
• Front End - ASP.NET Core MVC - Preferred by .NET Developers
• ASP.NET Core MVC
• Ready-to-use industry-leading Syncfusion UI components (free community edition)

🔗 Online Demo:

🌍 URL: https://mini-crm-platinum-mvc.csharpasp.net/

✅ Email: admin@root.com

✅ Password: 123456