CRM & automation
Sales CRM
A sales CRM: requests, deals, documents and reports
- Client
- Sample client
- Industry
- B2B services
- Type
- CRM & automation
This is a sample CRM built around the processes of a company that sells services to other businesses. Requests from the website, Telegram and phone calls go into one base, each with an owner and a status. Contracts are generated from templates, staff have their own roles and permissions, and management sees the pipeline and reports in real time.
01The task
Requests got lost between messengers and spreadsheets, and the monthly report was put together by hand. When a manager went on leave, their clients were left without answers.
02What we did
We mapped the current sales process, removed unnecessary steps and rolled the CRM out in stages: requests and clients first, then deals, documents and reports. Staff were trained at every stage.
03The result
All requests and client history live in one system, and reports are generated automatically.
- platform
- Web
- platform
- notifications
- Telegram
- notifications
Technologies
- Laravel
- Vue.js
- PostgreSQL
- Telegram Bot API
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