Take control of your business with Mini CRM Platinum. Built for businesses of all sizes, Mini CRM Platinum is your all-in-one solution for driving growth. Customer Relationship Management (CRM) software designed to help businesses manage campaigns, leads, budgets, expenses, and sales teams efficiently.

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 Everyone works on the same platform with a single source of truth, eliminating scattered Excel files and outdated data silos.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

Run The Project: Visual Studio

Getting started is easy! Thanks to Monolithic Clean Architecture, everything is structured and streamlined. Plus, even though this project uses a modern JavaScript framework like Vue.js, it does not require a build system—just use Visual Studio to run and build effortlessly.

• Open the project using Visual Studio.
• Update the connection string in appsettings.json to match your SQL Server database.
• Clean and build the solution:
  • Right-click the solution > Clean
  • Right-click the solution > Build
• 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 easy! Thanks to Monolithic Clean Architecture, both the front end and back end are in a single deployable unit, making the process straightforward.

Publish the Project:

• Right-click the project > Publish.
• Choose a folder to output the files.

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

Monolithic Clean Architecture ensures a structured and simplified development process by keeping all components within a single codebase. This approach streamlines dependency management, eliminating the risk of a dependency nightmare by consolidating all dependencies in one place, ensuring compatibility and coherence across the entire system.

Additionally, deployment is simplified as all code resides in a single repository with a well-optimized pipeline, reducing complexity. The cohesive project structure provides a clear and consistent source code pattern, making it easier for developers to understand and maintain the system.

With the combination of Clean Architecture, CQRS, and MediatR, this approach delivers a scalable, maintainable, and enterprise-ready solution.

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 Razor Pages with a Simple & Modern UI
• ASP.NET Core Razor Pages
• Effortless dynamic interactivity using Vue.js without any build system. (Simple mode, using only Visual Studio Community Edition, with no additional tools required)
• Ready-to-use industry-leading Syncfusion UI components (free community edition)
• Lightweight and straightforward API communication with Axios
• Awesome and effortless file-based routing with ASP.NET Core Razor Pages—simple, clean, and powerful!

Online Demo:

Url: https://mini-crm-platinum.csharpasp.net/

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✅ Password: 123456