Amixgroup CRM

Development of a CRM system for the Russian logistics company Amixgroup

Amixgroup CRM

Purpose of Development

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.

Solution

React framework was chosen for the implementation of the front-end part. For the back-end, we used Node.js.

Amixgroup CRM

Applications

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.

Amixgroup CRM
Creating new applications

The central functionality of a CRM system is the addition and editing of applications.

Amixgroup CRM
Amixgroup CRM
Colour marking of application types

The status of each application is highlighted in a certain colour associated with the current status.

Fast data filling

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.

Amixgroup CRM
Amixgroup CRM
Easy navigation within subcategories

Structured search through the side menu: quick access to subsections of applications.

Amixgroup CRM
Amixgroup CRM
Search for 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.

Amixgroup CRM
Amixgroup CRM
Sorting

For instant sorting of applications with a negative balance, a red colour fill is implemented in the list of created applications.

Filtering and searching

For filtering applications by several categories, multi-sorting applications by descending and ascending individual attributes are implemented.

Amixgroup CRM
Amixgroup CRM
Focus on the most important

Search through the side menu is structured thanks to quick access to subsections of applications.

Amixgroup CRM
Amixgroup CRM
Application card

Display of information related to a single application, navigation through sections using the side menu, changelog, editing.

Amixgroup CRM
Amixgroup CRM

Catalogues

To systematize the data, we created catalogues — databases containing a list of consignees, senders, payers, contractors, cars, etc.

Amixgroup CRM
Amixgroup CRM

Users

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.

Amixgroup CRM
Amixgroup CRM

Account page

The user can customize their personal data, change the password, or configure specific lines to be displayed in the table of applications.

Amixgroup CRM
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