A Customer Relationship Management (CRM) system helps manage customer data. It supports sales management, helps in planning, organizing and monitoring the company’s activities and facilitates team communication. A good quality system is also scalable for the needs of businesses of any size.
The purpose was to develop the CRM system, which would be a powerful tool for planning, organizing and monitoring the company's activities.
A key component of the system is the project module, which provides information about all the company's projects. CRM offers a full report of the company financial performance and payments. All this information displays in graphs, which give an opportunity to evaluate current results with the past period. Completed and current projects at the moment form a client database, it contains contact information, payment type and all the information necessary for further cooperation.