Customer Relationship Management
System
Background
The goal of the project was to find a customized, non-cloud solution to store and process the information about customers and current transactions.
Solution
The client had no need to develop the system from scratch, so the IntexSoft team suggested to use the ready-made open source SuiteCRM solution and tailored it to the needs of the company.
In order to correspond to client’s business needs we added the following features:
- Sorting projects by industry (fashion, e-learning, finance, etc.);
- Extension of the list of industries;
- Extension of the list of reasons for project drop-off;
- Formatting of a client card (editing/deleting fields);
- Ability to set a payment currency;
- Automatic calculation of the transaction, based on bills, acts, etc.
Result
As a result, client’s company got a customized multi-functional non-cloud CRM system that can store and process large amounts of data and files of various formats, which significantly optimizes the work of the sales department.
Key Features
The end-system has a following functionality:
- Database of contacts and clients (accounts);
- Database of contracts and other documents accompanying the transaction;
- Order status tracking;
- Ability to create/edit/delete contact information and accounts;
- Ability to attach files of various formats;
- Automatic reporting on collected contacts for a period set by a user;
- Quick access to recently viewed contacts and accounts;
- Integration with other tools used by the sales department;
- Schedule of upcoming calls, events, and other activities.
Technologies
