CRM system development

The client is a European IT company providing support and hosting services for SAP ERP systems.

For day-to-day operations, the company relies on an outdated off-the-shelf CRM. Upgrading to a newer version is not an option, as it comes with a significant amount of redundant functionality.

Our solution

The client provided us with access to their legacy CRM system and database, which we used as the foundation for developing a custom CRM solution. Users were able to get up to speed with the new system quickly, with no additional retraining required. All CRM fields are fully customisable in terms of value, data type, and access level. The client can configure the data fields they need for their counterparties — for example, the date and time of the last interaction with a customer. We also implemented search across all fields.

Data import and export were configured to support a smooth transition. The system accepts imports from the legacy CRM, as well as CSV and Excel files. All data was migrated from the old database to the new system, with full integrity verification carried out — no additional data reformatting was required on the client's part. Export is available in vCard format, compatible with Outlook.

Template-based document generation was implemented, enabling users to create documents from predefined templates populated with data from the contacts database.

Report generation is fully automated. Reports can be produced across various dimensions, exported as CSV, XLS, or PDF files, and printed directly.

A marketing module was developed and deployed to support email campaign management.

Integration with SAP ERP was configured as part of the delivery.

A mobile application for iOS and Android rounds out the solution, giving users access to the data they need at any time and from anywhere. The app also enables company managers to promptly log information about meetings and appointments held with clients.