CRM [1]

Centralizing company data with custom CRM development

Our client is a group of business process outsourcing and consulting companies with eight offices across Europe.

The company approached us with the need for custom CRM development. They asked us to create a solution to consolidate all client’s companies under one roof, integrating their data while implementing advanced functionalities.

Client:

Samorax

3 min read

Service:

Custom Software Development

Technologies:

.Net

React

Challenge

Our client united multiple companies that needed to integrate their tasks and employees. This was a complex project requiring an advanced set of development skills, as the CRM system had to accommodate multiple roles and allow for seamless integration into a single system.

Solution

The final product is an integration between a CRM system and an ERP system. The software is made of these key modules:

Companies. Includes general information about each company
Individuals. Allows to add employees, fill in information about them and find out which company they belong to
Documents. All important files are stored under this tab
Helpdesk Tickets. Assign issues to employees from any company, set a deadline for action, and describe the problem. You can also communicate directly via the chat function.

Business outcomes

Our ERP and CRM systems unite numerous features that simplify the workflow for hundreds of employees, making it easier to send requests, create reports, measure the results of one’s work, and much more.

Feel like that’s your case? Let us find the perfect solution for you.

Key features of the CRM system

Client data registration

Register the company quickly and add primary information, including its name, address, and phone number, for instant access.

Documents storage

Store all the documents in one place and quickly find the ones you need among hundreds of others using the search feature. Create new folders and switch between the companies in one click.

Tracking companies’ activities

Managing the companies’ activities is made easy. View tasks, services, prices, assignees, and resources available in the Activities module.

Geographical coverage

Since our CRM system is used worldwide, this feature allows users to see which countries the company operates in, and check the company’s time zone and national holidays.

Time management

A built-in timer shows the number of hours the employee has worked, allowing you to analyze their performance quickly.

HR management

Measure the teams’ performance, assign HR-related tasks and deal with all the documents related to a specialist.

Service orders and ticketing

Create tickets and send requests to specialists. You can notice a bug in the system, fill out a simple form and choose the department you want to address your issue.

Billing and invoicing payments

The platform automates reports, generating client invoices based on the available company information and sending the invoice directly to the client.