CRM Software Development

What is a CRM system?

CRM (Customer Relationship Management) system is a program for automating customer relationships that allows you to successfully manage, plan and develop any customer-oriented business. The integration of this software allows for complete accounting and control of processes within the company, as well as efficiently. interaction with clients and partners allows us to do this.

Why do you need a CRM system?

• Systematization and management of sales for clients;
• Maintaining all information about relationships with each client;
• Monitoring the performance of the manager and departments (monitoring the work done and interaction with clients);
• Data collection (information about at what stage the company usually loses clients and why a potential client is not a real client);
• Obtaining quick and complete analytics of customer service processes;
• Increase sales by eliminating inefficiencies in customer service and streamlining processes.

Creating a CRM system and integrating it into business processes is a solution that allows you to overcome all existing shortcomings. This system allows you to obtain information about who exactly the company’s client is, what he wants to buy, when and where he came from, and why he refused to become a client. In addition, information is provided about the work of your company's departments and what exactly managers do.

This system also allows specialists to increase productivity, as a result of which they do not waste time creating and filling out reports, searching for customer information and other actions. Taking into account the characteristics and goals of the company, the creation and activation of a CRM system reflects a complete picture of current processes and allows you to increase sales.

Creation of CRM systems for various industries and fields of activity

Our company’s specialists have successfully created software for many business sectors, including the following companies:

• Logistics companies;
• Real estate agency;
• Consulting service companies;
• Online stores;
• Construction companies.

Stages of creating your own CRM system

Drawing up technical specifications

Specifications are drawn up jointly by the contractor and the customer. Discussions in our company are usually conducted via Skype. The client is free to choose the method he needs. Relevant discussions are held on average 2-3 times a week for 90 minutes. After our specialists have drawn up the technical specifications, they are provided to the client. If the customer does not receive any comments or corrections, the next stage starts.

CRM interface design

Our company offers the client two interface options.

The first option is the user interface, that is, the pages of the CRM system are made by the designer. Each page, that is, all the fields, forms, buttons, in short, everything is designed according to the client’s wishes.

If the customer has his own corporate style (for example, fonts, colors and logo), our company uses this in the interface. After preparing the interface design for each page, it is presented to the client for approval, after which we begin the design. Interface design development requires at least one month of work, the cost of this service depends on the scope of work.

If the client wants to save money, our company offers a second interface option, that is, a ready-made (template) design: there are fields to fill in on the left and right sides of the menu. As a rule, 90% of our clients are satisfied with this option and have no complaints about the modern design. Our company provides the client with the opportunity to familiarize themselves with the selection of templates.

CRM interface design

Interface development technology may be different.

The classic version is an HTML page, but if you want the client interface to work without reloading the page, with any animated add-ons or opening popups, we use Vue.js and AngularJS technology. This “layout” technology is more expensive than HTML “layout”, but at the same time it has a great advantage - it increases the speed of work. Many customers use tablets or phones for work because they are often on the go, or some company employees work on certain sites, such as construction sites. Under these conditions, it is very important that the CRM interface loads quickly and the management system starts instantly. For this, it is considered appropriate to use the Vue.js technology: the interface is loaded once, and the phone only pulls data from the server.

Programming CRM modules

This is the stage where the “layout” is integrated into the software modules. At this stage, our company ensures that the control system operates in such a way that when a button is pressed, a new contact is added or a new contact is edited, one or another interface page opens and the user can fill out something and perform some actions. action.

CRM system testing

At this stage, existing errors are identified and eliminated. Sometimes during the testing process, it is not errors that are revealed, but logical inconsistencies, that is, even if all the work was done according to the technical specifications, logically everything should be done differently. We discuss this issue with the client and convey to him our idea for improvement. If the client agrees, the idea is implemented.

As a rule, our company’s specialists spend 10-15 hours of work finalizing some of the nuances when creating a CRM system, because at the stage of developing a technical specification it is impossible to think through everything to the smallest detail. For this reason, a test period of 10-15 hours is very useful, because the creation of a CRM system by our specialists is logically completed. After the final approval of the client, the work is performed by our specialists with high quality.

CRM service

Our company provides a 1-year guarantee after completion of all work related to the creation of a CRM system. After this, if any error occurs related to the CRM system, the client immediately contacts our company, and this error is resolved by our specialists free of charge. Customer can also contact our company regarding any upgrade order. At this time, our company’s specialists inform the customer about the price and duration of the improvement work. If the customer agrees, we carry out revision work.

All necessary functions in the basic configuration of the CRM system.

Main functions:

• Contact database – clients and counterparties;
• Transaction management;
• Tasks and reminders;
• History of interaction;
• Analytics;
• Products & Services;
• Export and import of information;
• Automation of document flow;
• Other services;

 Additional features:

• IP telephony;
• Web site;
• Google Analytics;
• 1C;
• SMS notifications;
• Email notifications;
• Any external system;
• Other services;

The benefits of creating a CRM system from scratch from ONE Studio 

• System development using the Yii 2 framework;
• Development of a modular system with MVC support;
• Strict adherence to system development stages;
• Offering a suitable tariff for services;
• Provide regular support.