Development of a Modular Web CRM Platform with Customizable Architecture

The client currently operates a desktop-based CRM system that requires porting to a web environment. Challenges include resolving inconsistencies between desktop and web versions and creating a flexible, customizable platform that can be adapted to diverse business needs within limited timeframes.

A mid-sized company providing comprehensive business management solutions, including CRM, accounting, and payroll, serving small to medium enterprises across multiple industries.

• Successfully port core CRM modules from desktop to web within a 2-month development cycle.
• Develop a flexible, configurable CRM platform that allows extensive customization for different business requirements.
• Design and implement a service-oriented, three-layer architecture facilitating maintainability and scalability.
• Integrate the CRM with core business systems like accounting, email, and office communication platforms.
• Reduce operational costs and improve service efficiency, aiming for significant cost savings within the first six months post-deployment.

• User authentication and management including permissions and access tracking.
• Contact management module supporting adding, editing, searching, and organizing customer contacts.
• Opportunity management functionality enabling search, creation, and status updates of sales opportunities.
• Task management system for assigning, editing, and tracking activities linked to contacts and opportunities.
• Email and SMS communication tracking integrated with external APIs (e.g., Google, Outlook).
• Seamless integration with enterprise systems such as accounting software and office communication tools.
• Modular architecture allowing easy updates and customization of core functionalities.

• Google API for email, folder structure, and file attachments
• Outlook API for email management and calendar synchronization
• Core business systems such as accounting and website platforms

• Scalability to support thousands of users concurrently
• Performance optimized for quick data retrieval and processing
• High security standards to protect sensitive customer data
• Maintainability facilitated through modular architecture
• Responsive UI adaptable to various devices and screen sizes

The implementation of a flexible, modular web CRM platform is expected to enable organizations to customize the system to individual needs, resulting in increased operational efficiency, faster client service, and substantial cost savings—potentially exceeding $350,000 in savings within the first six months. Additionally, the solution aims to facilitate easier data management and communication tracking, supporting growth across multiple industries and regions.