Custom CRM system for a consulting company
An inner customer management system for a company specializing in legal, financial and migration consulting.
It is essential for a consulting business to automatically collect leads from the web, to track each client’s journey and to monitor the key figures in real time. We have developed a data system which meets these requirements, and a huge positive impact on the company’s performance has been recorded since the launch.
FOR the COMPANY
A web application
Automating and synchronizing the work of business units
FOR THEIR CUSTOMERS
A mobile application
Quick and easy access to information and consulting services
FOR PARTNERS & INVESTORS
A mobile application
Real-time control of the key performance indicators and data-driven planning
Team
Project Manager
Planned sprints, milestones and release dates. Controlled and managed the workflow in Slack and Jira
Web Designer
Plotted user stories and scenarios, created layouts and clickable prototypes. Designed the interface in accordance with the client’s brandbook
Senior MEAN Developer
Set up the database architecture and API, reviewed the code, maximized the performance
Middle MEAN Developer
Set up the frontend, UX/UI and adaptive layout. Reviewed and managed the quality of the code
QA Engineer
Tracked the bugs, reported to the developers. Assured the highest product quality
DevOPS Engineer
Automatized and managed deploy and delivery, kept the development process continuous and cohesive
Business Owner
Coordinated and prioritized the tasks in accordance with the company’s needs and goals
Technical Officer
Held responsibility for the deadlines and milestones, planned and managed the budget
Implementation Manager
Introduced the new CRM system into the company, onboarded the staff, managed the test exploitation stage
Milestones
Reviewing and reverse engineering the client’s previous CRM system
Developing and seamlessly transferring data into the new system
Setting up external integrations to automatically create the lead inflow
Designed the web system interface and two mobile applications
Timeline
Technology Stack
- Domain logic layer (asp.net 5)
- Hybrid mobile applications (Ionic 5)
- Azure SQL + Blob storage
- Modern frontend stack (Angular 11)
Impact on the customer’s performance
- Three times more clients By automating the lead generation the company has tripled its client base in a year
- Twice faster inflow processing The AI module helps the call-center to process incoming applications faster, which results in a better user experience
- Five times faster staff onboarding New personnel quickly adapt to an intuitive CRM interface and it takes the company less resources to onboard them
- Safe online payments The new CRM is integrated with all common payment systems, and it enabled the company to transfer the cashflow online
- Automated clients classification A self-learning artificial intellect classifies and prioritizes the applications, taking the manual work away from the personnel
- 24/7 cash flow monitoring The partners and investors can study current and expected income and expenses through the mobile app
Challenges
- Looking into an outdated and nonperforming database which was unable to handle the load (PHP + MySQL monolith)
- Creating a complicated tree of user and operator interfaces for adaptive and mobile versions
- Launching a flexible data security and access restriction subsystem
- Transferring to microservice module architecture which is highload-proof. Currently it handles 200 active users, 1000+ incoming applications daily, 400 000 client records and 142 000 USD of cash flow monthly
