An Innovative Approach to Customer Relationship Management

For one of our key clients, we developed an advanced CRM system that offers a full suite of tools necessary for efficient customer relationship management. Our application was designed to meet the individual needs of the client while remaining flexible and scalable, adapting to evolving business requirements.

Source: www.platforma.fenek.com

Key Features:

Centralized Customer Database

Efficiently add and manage customer information, integrating all data in one place.

Modular Collaboration Management

Define collaboration rules with flexible workflow configurations for different products.

Automated Reports and Billing

Generate detailed financial reports based on imported data from partners such as wholesalers and e-book services.

Smart Reminders and Invoicing

Advanced notification algorithms for upcoming deadlines and the ability to automatically generate invoices.

Automation and Calendar Integration

An automation module that generates tasks for the calendar and sends email notifications in response to specific events, such as order status changes.

Document Management

Allows users to add, store, and share files within the system, ensuring easy access and seamless collaboration among users.

Communication and Integrations

Integrated tools such as Intranet, live chat, video conferencing, and dedicated integrations with Google Cloud and Fakturownia.

Advanced Marketing Tools

Analytical tools to monitor marketing costs, calculate ROI, and manage sales funnels and pipelines.

Collaboration and Knowledge Base

A centralized knowledge base, support for team collaboration, and tools for efficient internal communication.

Technologies Used

• Google Cloud
• ClamAV
• Bash
• React
• Django
• JavaScript
• Postgres
• Python
• HTML / CSS

As a result of our work, we delivered a solution that not only met the client’s requirements but also introduced innovative features, making customer relationship management more efficient and intuitive. Our CRM application proves that the right approach and technologies can bring significant benefits to modern businesses.

If you are interested in implementing our solution, we encourage you to contact us.