SaaS CRM System

Project Overview

CipherCross was approached by a client to develop a web-based CRM system that would work in tandem with a mobile application. The primary objective of this application is to log client calls, record them to track key discussion points, and monitor the hours spent on client interactions over a given period. The web application should collect a list of all calls for tracking purposes and provide analytics on these calls. Additionally, it should allow adding client information, similar to other CRM systems. The project's main focus is to monitor the efforts spent on each individual client.

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The Solution

CipherCross proceeded to develop a web-based CRM system fully adapted to the client's existing design. Our specialists optimized the layouts and structured the data for maximum work efficiency and usability. The team consisted of three members: a frontend developer, a backend developer, and a QA engineer. The project was completed on time and released within four months.

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Key Functionalities

• Call Logging: Recording and storing all client calls for subsequent discussion analysis.
• Call Analytics: Detailed analytics on calls over a selected period, including the time spent on discussions and distribution by client.
• Client Information Management: Ability to add and edit client information, similar to other CRM systems.
• Call List: A comprehensive list of all calls for tracking and analysis.
• Call Search and Filtering: Convenient search and filtering of calls by key parameters such as date, client, duration, and interaction type.

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Development Process

The development of the CRM system proceeded as follows:

1. Design Optimization: The client provided a ready-made design that our team optimized for work efficiency and user interaction. Additional UX research was conducted to improve navigation and ensure an intuitive interface.
2. Planning: Identified the application's key functional areas and developed a project roadmap, highlighting development and testing stages.
3. Application Architecture: Initially developed a modular application architecture to ensure scalability and ease of future development. A microservices architecture was used for the backend server, while the frontend application was built on a modern framework with support for dynamic module loading.
4. Frontend and Backend Development: The frontend and backend developers worked closely together to ensure the web application's functionality and usability.some text
   1. Frontend: Developed a responsive, high-performance interface with interactive elements for ease of working with analytics.
   2. Backend: Implemented a reliable API for call processing, data storage, and search.
5. Testing and Debugging: The QA engineer thoroughly tested the application, identifying and fixing errors. Automated tests ensured the operability of essential functions and scenarios.
6. Release and Support: After a successful release, we provided post-release support to the client. The deployment process was optimized to minimize downtime during implementation.

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Deliverables and Results

The web-based CRM system became an integral part of the client's infrastructure, providing effective call management and analytics. Key results:

• Increased Efficiency in Client Management: The ability to analyze discussions and track the time spent on each client allowed the client to improve interaction quality.
• Improved Analytics: Detailed analytics enabled the client to make informed decisions regarding client interactions, identify major issues, and discover opportunities.
• Increased Process Transparency: Collected information on efforts and time allowed for evaluating team productivity and identifying areas for improvement.
• Fast Launch: The project was completed and launched within four months due to the team's coordinated work, which was highly appreciated by the client.

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Conclusion

The web-based CRM system development project demonstrated CipherCross's expertise in creating effective customer interaction management solutions. We helped our client optimize the client interaction process, providing complete control over calls and their analytics. The system allows for monitoring efforts spent on each client, identifying growth points, and controlling work efficiency. In tandem with the mobile application, this CRM system has become a reliable tool for ensuring transparent and effective client interactions, allowing the client to focus on improving customer service and productivity.

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Why Choose CipherCross

1. Experienced Team: Our team of developers and QA engineers has extensive experience working on projects of varying complexity.
2. Comprehensive Approach: We offer a full development cycle, from idea and planning to testing and release.
3. Tailored Solutions: We flexibly approach each project, developing solutions to meet the specific needs of the business.
4. Work Transparency: We provide detailed project progress reports and constantly interact with the client.
5. Post-Release Support: We guarantee technical support after the release and are ready for further product development.

Contact us to discuss your project and create a tailor-made solution for your business!