Creation of CRM-system from scratch: accounting of leads and clients, history of communication on requests, tracking of work plans and results.

Task

Create a user-friendly web cabinet for sales managers, where all leads and clients will be recorded, the history of communication on requests will be stored, and the salesman will be able to track the progress of completed work (plan and fact).

Problem

The story of this development started on a day when the CRM-system, where we were keeping records of requests at that moment, was unavailable. The manager was left for the whole day without access to tasks and contacts, unable to contact those he promised to call.

And then we thought about the disadvantages of using a third-party program:

• all of our client’s data, including confidential information, is not stored with us,
• if the resource is unavailable, the manager’s work stops; there is a fear of losing all the data in case of a more serious failure,
• we planned to digitize all business processes of the company to make them easy to control, but none of the systems we tested gave us all the features we needed,
• you have to pay to use the program: the cost for 1-2 managers is not a large sum, but if you transfer the entire company, it’s already substantial.

Solution

It was decided to start developing our own program, which would become the foundation for our automation system – BrickCRM.

The following stages were realized:

• Partner’s cabinet,
• Project Manager’s cabinet,
• Director’s and Administrator’s cabinets,
• Functionality of a Marketer,
• Employee cabinet for KPI tracking,
• Mobile applications for all roles.