Development of Custom CRM
Our client with its rapidly expanding business base was looking for a Custom CRM Development to enable them with prospect, customer and task manager – helping meticulous customer follow up, efficiently manage their fast-growing customer base, and improve their sales cycle.
CHALLENGE
- With an increasing customer base, it was becoming exceedingly difficult to maintain cumbersome spreadsheets and various other manual processes pertaining to customers, prospects and task
- The client realized they needed a consolidated, handy, foolproof CRM system which would provide precise and quick information access about each customer and the activities associated.
- It was difficult for the business development and sales teams to access a clear, complete summary of customer information, assigning and scheduling tasks, data backup & restoration, email notifications, managing multiple dashboards, etc.
Previous
Next
Solution we delivered
- User and role management consisting of an access control list (ACL) that lets the super admin create and manage roles and capabilities dynamically
- Task management through which user can assign and schedule tasks throughout the task lifecycle
- Clients and client contact management
- Client activity management
- Master table management – Task type, task status, activity type, industry, relationship status, etc.
- Data backups can be generated and restored in SQL query format
- Outlook calendar integration
- Export/ import data in CSV format
Major Advantages
- Within a very short time, ElmoSoft could develop the CRM Solution in sync with the key objectives set by the client. We created and delivered is a powerful CRM system that allows user to efficiently manage their clients and activities and assign/manage tasks and generate powerful reports and display data graphically.
Details
Tools & Languages
Python, Django, React, Docker, Post
Industry
Digital Marketing
Country
Netherlands
Date
Started at May 2023
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