From an event lead to a finished quote.
A custom sales workspace that connects events, company records, follow-ups, products and quoting.
What needed to change
Exhibitor lists, contact history, follow-up tasks and quotations need to remain connected as a sales opportunity moves between people and stages.
What I built
The original PHP CRM source organizes events, companies, leads, follow-ups, products and quotes. The quoting workflow brings catalogue items, quantities, discounts and commercial calculations into one place.
What changed
The standalone demo lets you move a lead, create a quote, change a quote status and complete a follow-up. It is a reduced demonstration of the workflow, rebuilt with fictional data; it does not connect to the original CRM or send messages.