Development of fast, reliable and secure CRM system for a logistics company to automate strategies for interacting with customers, increase sales, optimize marketing and increase the speed of processing applications by managers.
System requirements: the ability to simultaneously edit applications, high speed, update data online via WebSocket and reliable protection from unauthorized access.
React framework was chosen for the implementation of the front-end part. For the back-end, we used Node.js.
Applications are the main function of the system. The following functions were implemented for convenient user operation, fast and error-free data filling: creating and editing of forms, simultaneous viewing, and modification of applications by several users online, flexible system of filters and search, uploading applications in Excel format.
The central functionality of a CRM system is the addition and editing of applications.
The status of each application is highlighted in a certain colour associated with the current status.
Most of the fields of the new application are implemented as drop-down lists for the quick and correct selection of data. Letter-by-database search and intelligent substitution greatly simplify filling out the application, reducing the possibility of typos.
Structured search through the side menu: quick access to subsections of applications.
CRM allows you to process an unlimited number of simultaneously added and edited applications. For this, a convenient search, filtering, and sorting system was created, which helps to get quick access to any application.
For instant sorting of applications with a negative balance, a red colour fill is implemented in the list of created applications.
For filtering applications by several categories, multi-sorting applications by descending and ascending individual attributes are implemented.
Search through the side menu is structured thanks to quick access to subsections of applications.
Display of information related to a single application, navigation through sections using the side menu, changelog, editing.
To systematize the data, we created catalogues — databases containing a list of consignees, senders, payers, contractors, cars, etc.
The CMS system provides the ability to create new users with different access rights. This includes the setting of visibility of different columns in the application tables depending on the setting of the user group.
The user can customize their personal data, change the password, or configure specific lines to be displayed in the table of applications.