Nov 11, 2023
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Handy Custom CRM Software

Handy Custom CRM Software

7-12 months
United States
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Service categories
Service Lines
Cloud Consulting
Domain focus
Consumer Products & Services
Cloud Consulting


Our ERP software development team was asked to build an easy-to-use online customer relationship management (CRM) system that would allow access to customer-related info and improve interaction between the company and its clients. The customer required their online CRM software to have these features: - handle activities and info related to core customers in a structured database; - track sales managers’ activities; - enhance collaboration between teams both on and off site; - provide managers with up-to-date information about car status; - statistics aggregation and reports on deals, their stages, and timeline of each stage.


We built a comprehensive online CRM system that provides easy access to all customer-related data and allows the creation and management of car profiles with a single mouse click. The system has three user roles: admin, C-level managers, managers (employees/CRM users). All activities contain detailed info, such as customer contacts, for example. Drag-and-drop support allows users to create and rearrange activities with ease. Cross-browser support along with touch-friendly and responsive design makes this custom CRM system usable on any device. The Excel import and export feature makes sharing info between multiple employees and creating presentations easy.


The CRM software we built allows managers to: - improve interaction with customers and increase their loyalty - increase team members’ collaboration and enhance their effectiveness - create and handle activity lists with just a click to stay ahead of deadlines and improve the task tracking process