Leobit
A UNIQUE CUSTOMIZABLE WEB CRM
Custom Web and UI Solution Development which let Australian Consulting Company save $350,000 within the first 6 months after the implementation
ABOUT
the project
Client:
Location:
Australia
|Sydney
Company Size:
Industry:
BizTech
Solution:
A web-based customer relationship management (CRM) platform for small and medium-sized enterprises. The solution provides rich and diverse functionality for handling different operations, ranging from customer base management to tracking email and SMS communication. The solution can be easily set up for different businesses’ needs across various industries.
We managed to craft a unique architectural approach ensuring efficient solution customization. The customer received a flexible CRM system that can be tailored to different needs of small to medium-sized businesses from various industries.
Customer
Our customer is a provider of business software solutions from Australia. The company specializes in selling and implementing its off-the-shelf solution for small-to-medium enterprises. Some of its core products include software for business management and accounting, CRM, payroll and quotation packages. The client also provides a full range of consulting and development services to its users.
Business Challenge
The customer had an existing desktop CRM. They wanted to port its core modules to the web while solving the inconsistencies between the desktop and the web versions. It was also crucial for the client to embrace a flexible approach, allowing the users to adjust the system to their unique business needs. The project had to be completed within a limited deadline.
Why Leobit
Leobit is equipped with experts in all facets of web design and software development. That’s why our team successfully delivered the customer-needed CRM. We developed a custom UI for email management. Our experts also used Google and Outlook API to get folder structure, attach files, send messages and emails, etc. The CRM integrates core business systems such as accounting, website, Office/Outlook, and other relevant systems.
Project
in detail
The Leobit team handled the project in several consecutive stages, with primary focus on planning and developing system architecture and integrations
CRM that can be adjusted to different business needs
We delivered a unique CRM platform that provides extensive capacity for configuration and customization based on the unique requirements of different customers. The solution allows businesses to add contacts of their users, manage contact lists, assign tasks and opportunities related to these contacts, and track client communication.
A three-layer architecture
The customer received a flexible and maintainable software solution based on the three-layer architecture. It involves:
⬥ Data accessing layer built with Entity Framework. It shows great usability and performance while efficiently interacting with the customer's MS SQL Server database.
⬥ Service layer built with WEB API. It ensures simplified communication between WEB UI and the back end and allows the customer to add a mobile client as a future option.
⬥ Presentation layer built with Angular. It provides a variety of third-party packages and controls, offering excellent customization options.
Modular approach for greater flexibility
Our team successfully ported the existing modules from the solution's desktop version to the web. The list of these modules looks as follows:
⬥ Login, which covers user management and authentication, permissions, and access tracking
⬥ Contacts, a module that covers contact management, customer service, and communication functionality
⬥ Opportunities module focused on searching for opportunities, managing them, and creating activity notes
⬥ Tasks module is responsible for managing assignments and linking them to clients and opportunities.
This modular approach provides the customer with greater flexibility, which means that the customer will be able to update the solution's core functionality by updating the modules.
Technology Solutions
- A flexible modular architecture that ensures simpler solution customization tailored to different business needs
- A unique approach to CRM architecture consisting of 3 layers developed with corresponding technologies
- Successful porting of the modules from the customer’s existing desktop CRM to the web
Value Delivered
- Our team has come up with the best development solution that has brought to life a unique CRM codebase and UI that can be easily set up for different businesses’ needs
- The solution can be used by thousands of organizations across more than 25 countries
- Improved speed and efficiency for serving end-clients, which led to a significant decrease in operational expenses and allowed to save $350,000 within the first 6 months after the implementation
- Simplified process of searching, list management, communications tracking, task assignment, document management, etc
