- Retail
- Custom web development
- API Integration
Custom CRM System for Customer and Task Management
Overview
Quick overview: key aspects of our work - discover the essentials of our project
Industry
Country
Solution type
Services
About the client
Understanding our client: specifics, challenges, and custom solutions
Problem
Solution
Key features
Project features overview: essential enhancements and strategic solutions
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Contact Records, Email Threads, and Activity History
The CRM centralizes customer records, Gmail-based email threads, notes, tasks, and activity history in one workspace. Each contact page gives the user access to customer details, email communication, notes, related tasks, and a chronological history of interactions.Incoming and outgoing emails are connected to customer profiles, while notes, task updates, attachments, and automation-related entries are reflected in the activity history. This keeps communication, follow-up context, and automation-related updates attached to the relevant customer record. -
Task Management Linked to Contacts and Emails
The system supports task creation and follow-up from multiple workflow points, including the main task list, contact pages, and email thread pages. Tasks can be linked to a customer or email thread, assigned due dates, edited, completed, archived, and grouped by urgency.The task list is organized around Overdue, Today, and Later sections, helping the user prioritize daily work while keeping task context connected to the relevant customer record or email conversation. -
Search, Data Migration, and Automation Support
The CRM includes search across contacts, notes, and emails, helping the user locate customer information, message context, and saved notes from within the same workspace. Existing data from the previous CRM was migrated so contacts, notes, tasks, and relationship history could remain available in the new system.The platform also includes integration points for Zapier-based workflows, allowing external events from tools such as forms, scheduling apps, invoices, or task systems to create or update CRM contacts, notes, and tasks. -
Responsive Workspace and Core Account Security
The CRM was designed as a simple, responsive workspace for daily use on the client’s main devices, including laptop and tablet screens. Navigation includes a compact sidebar, top search, quick task/contact creation, inbox access, task list, settings, and logout controls.The system also includes core security and account controls such as login validation, secure password storage, HTTPS usage, password update flow, and structured handling of user settings and timestamps.
Result
Performance Showcase: Unveiling the Results of Our Collaborative Endeavors
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