Customer Relationship Manager

Project Profile of 2Evolove Technologies

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


  • 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


User Dashboard

Product Mangement Screen

Product Management Software

Opportunity Management:

Opportunity Management

Task Management & Bulk Update of Associated Tasks:

Task Management

More Sample Work