Сlient management system (Custom CRM) for "Equipment Maintenance and Customers"

Challenge

Under a NDA, a similar CRM with wide features was developed by our team from the scratch. The customer provided us based technical description and general idea of the system with prototypes. Сooperatively, we had designed UI and approved the basic concept and objectives of the system for users. The Database was designed and optimised before the CRM implementation.

Technology Stack

Preview project (any styles and information were changed). The demo contains limited features and editorial rights.

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Main dashboard with objects and statistics related to the current user. Some results of the systems calculations according to special rules with objects relations, dates expiring and available options to update equipment units.

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Equipment with many filters. You can filter objects by properties between each other and sort results.

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Companies page. You can go to related company or equipment pages.

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Equipment item page with properties.

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Company item page with a list of related equipment.

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One of many database directories.

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Equipment item page with options, warranties and available technical services.

Solution

This client area allows to manage the relationships between equipment units, companies, models, placement points, managers, available options, updates and services to implement. It helps CRM operator to account any item, monitor the implementation of their services and connections. The web application is built on Laravel with MySQL database run on Linux. Laravel framework was used to create the system with various improvements:

Main dashboard with objects and statistics related to the current user. Some results of the systems calculations according to special rules with objects relations, dates expiring and available options to update equipment units.
Filtering objects by properties between each other and sort results.
Access control policy with 4 different levels.
Detailed information for each equipment unit.
Automatic emails to managers with didgests of selected lists of equipment by special rules.
Accounting placed equipment between places and managers in charge.
Possibility to view the status and any other information of companies, equipment, models, options and employee involved.
Import and export with xls/csv files.
Сomplex data validation.
Responsive layout.

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We were feeling really «special» as a customer in SpecialCase agency. The highquality and efficient work in the field of web development and digital marketing is really a very rare case. We can definately recommend SpecialCase as a reliable and responsible partner.
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Rob Morrison

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“Bacula Systems”

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“VirtoCommerce”

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Chief Executive Officer
“MR-Beveiliging”