Customer Relationship Manager

Review of 2Evolve Technologies Software

Project Description:

In 2018 long term customer 2Evolve Technologies wanted to redesign their CRM (Customer Relationship Manager Software). They had looked at Salesforce and a few other CRM software vendors - but decided they wanted to continue with their own custom solution.

The redesigned system was to meet the following goals:

• Build out a Contract Renewal Business Workflow
• Add a Tasks/Assignment system for Product Opportunities & Products Sold
• More advanced searching by Product
• Faster performance
• Responsive Layouts

Website Software URL: Internal System

Technologies:

• .NET Core ASP.NET MVC
• Javascript / RiotJs

• PostgreSQL Database

System Features/Modules:

• User Manager - Role Assignment, Permission & Behaviors Assignment
• Dashboard - Task assignment, filtered & keyword searching, access to tools
• Customer Search & Product Search by Product fields
• Customer Manager - General Customer Info, Sales User Assignment
• Multi Location Manager
• Location Contact Manager
• Contract Manager - original & renewal of contracts workflow - contract term, signed date, expire dates, file upload
• Opportunity Manager - grouping products together into Opportunities
• Product Manager - extensive product fields, dynamic data fields
• Task Manager - stages of tasks, assignment to user, related files, due dates, & close dates
• Task Association for bulk updating of tasks
• System Tools to manage dynamic lists used in forms
• Data Exports
• Reporting

• System Email Notifications

Dashboard:

Product Mangement Screen

Opportunity Management:

Task Management & Bulk Update of Associated Tasks:

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