Customer relationship management and Project management Software

Development of a multifunctional CRM and project management system, capable of providing all of the necessary features for the majority of clients. The system is fully capable of adapting for private clients, freelancers, as well as companies regardless of location and type of activity.

The system itself includes the following modules:

• Client portal adaptable to any company resource (website)
• Administrative portal
• Client information
• Dynamic configuration system for adapting to company activity
• Clients/leads
• Sales (Invoices, Transactions, Payments, Expenses etc)
• Reports
• Invoices for recurring payments with subscriptions for services and automatic payment
• Expenses control
• Module for contract/agreement control
• Project management, which includes all of the necessary project management tools
• Tasks and schedule control
• The calendar automatically generates records based on activity in the system with added integration to third-party systems
• Notification system (SMS, Email)
• Client support via the portal
• Staff management
• Contracts with digital confirmation via the portal, offers, offers with cost estimation

Completed work according to requirements:

• Project planning, technical specification
• Server-side and system-side development and adaptation
• Development and integration of the design, multiple options were offered
• Access control to the system, user roles
• Integration with select payment methods
• Server and application monitoring

Technologies

• PHP, NodeJs
• MySQL
• Linux Server,
• Atlassian Bamboo, Gitlab, Zabbix
• Nginx, Apache