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Custom CRM Development

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Custom CRM Development

We create personalized software solutions for the effective management and automation of business processes

We develop a system introduction plan
We implement automation of routine processes
We prepare detailed documentation and conduct staff training
We integrate services and highly specialized software

What is CRM?

CRM (Customer Relations Management) system - is a program for planning, organizing, and monitoring the relationship between the business and the client. Depending on the objectives CRM systems can be divided into operational, analytical and collaborative.

Operational CRM. Are databases with an interface (a dashboard) for entering information, processing it and creating simple reports for each specific client or transaction.

Analytical CRM. Data collecting and storing system that provides an ability to work with customer data, analyze it and generate complex reports not only about customers but also in regards to employees and structural divisions of the company.

Collaborative CRM. Software products with options for data storing, processing, and analysis that incorporates two-way interaction with employees, customers or contractors. When ordering custom CRM development services, you’ll get a full-fledged solution with capabilities your company needs to conduct data operations and analyze them, as well as keep records and manage tasks.

What Tasks Does the Customer Relationship Management System Solve?

Systematization of a single customer base
Tracking relationships with each client
Collecting sales information
Monitoring employee performance
Simplification of interaction between individual employees and structural divisions of the company
Reduce transaction costs through automation
Optimization and scaling of processes based on data analysis

Programmers

Programmers, experts in software development using one or several popular PHP-frameworks.

Project Manager

A Project Manager who works only with you, on one project

Designers

Designers with UX/UI experience, good taste, and understanding of current trends.

Manual QA Testing

Manual QA Testing Engineer simulates user behavior and conducts testing based on that behavioral patterns.

DevOps

DevOps is an engineer managing the server part of the site (as well as server support). He oversees the code release from development to the distribution phase.

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How The Team Implements CRM Projects: The Workflow And Technologies Used

Technical specifications

A team is formed for each project based on the amount of work, described in the technical task (TT). To comprise a TT, a project manager (PM) studies the problems that will be solved with a CRM system. To do that PM interviews the customer or his representative. The finished document is agreed upon simultaneously with the contract signing.
Prototype and design

Working on the CRM system layout, the designer takes into account the habits of those who will work with it. He thinks out the simplest approach that will allow you to seamlessly integrate the program into your usual business. At different stages of this process, the PM approves plans, prototypes, and mockups.
Web Development

A team of web developers implements the planned functions using a suitable framework, which capabilities meet the needs of the customer. Not only the system operation mechanism is being worked out, but also the issues of its security, hacking protection, and flexibility for further extension.
Testing

QA-engineer develops individual testing systems to examine user interaction with the product. Each detected error is immediately corrected by the developer so that at the time of launch everything works properly.

Comparison of Ready-Made And Individual Solutions

Ready-made CRM systems

Offer a standard set of features, including many unnecessary or insufficiently flexible
Not all solutions can integrate with third-party services, especially with specialized accounting programs
Limited by license or prepaid subscription. When expanding the staff, you have to buy additional options every time
It is not always possible to modify something for your own needs, especially if the demand for feature in question is low
After each update of the interface or features, you need to retrain the staff

Custom CRM systems

Meet the needs of the business and were originally designed to be convenient to use
Support data migration with those software and hardware solutions that you already successfully use for automation and control
Provide endless opportunities, allow to create user accounts with different levels of data access
Ready for subsequent optimization from the start. The well-documented code simplifies its development and modification
There are no unplanned changes in your system, all improvements and updates are natural, because they are based on the employees daily needs

Using CRM In Various Businesses

We provide custom CRM development services based on a detailed analysis of business and it’s needs. This is the only way you can get the real result from the reorganization of the sales management process.

A system adapted for real-life processes will give you the information about customers, their interaction with the company, and the managers' efficiency. For employees, CRM is a useful automation tool for simplifying unimportant tasks in order to focus on sales.

For Logistics CRM Simplifies Control And Document Creation

Freight orders for cargo transportation are coming from different channels into a single software package. Such a system has dashboards to create and control complex freight shipments excluding unprofitable trips of vehicles without load. Calculating modules eliminate the need to count every order manually, and the accompanying documents for the cargo are generated and sent for printing in a few clicks. Applications for drivers, loading operators, and customers are connected to the program using an external API. The manager can process more freight applications in a shorter time. Thus the client doesn’t have to wait. There is no unnecessary paperwork, filling out forms, and a tracking option is also available to monitor the location of the cargo in real-time. Which increases customer loyalty and proves your platform trustworthy.
For Retail CRM Organizes Collaboration With Contractors

When you constantly making purchases it is essential that you do not overpay for wholesale or goods with insufficient quality. With personalized CRM the procurement department employees will be able to create orders in a semi-automatic mode having a clear picture of the stock at warehouses and retail outlets. The system provides a database of regular customers with features for a complex discount policy and personal offers. The marketing department can also use data for planning promo campaigns, work on image and brand management, change the item range for buyers' needs. CEOs and Lead Management have access to the status of the whole network or a particular store, check the best-selling products and get other data in real-time.
For Clinics CRM Improves Patient Care

At the start of the day, the clinic administrator can assess how full is the doctors' schedule based on the number of online appointments. The schedule of appointments, vacations, personal files, and the patients' test results can be found and managed in seconds. Any medical document can be printed out in a few clicks, there is no need to fill in anything manually. Patients have access to a personal account (dashboard) for non-urgent remote consultations, checking the test results and monitoring a schedule of regular visits to specialized doctors. The system allows to track and record everything - from patients to drugs. Clinic management is able to monitor the doctors' workload, the medical supplies turnover. CRM can also provide data for marketing research and scaling.