CRM-ZILLA
This project was developed according to the client's request for different financial markets so that it can be used for a number of other companies.
This project was designed and implemented for CRM-ZILLA company in 8 months.
Until now, the support of them and the tenants who use this CRM is done, and every month new features are added to the CRM.
The CRM-ZILLA itself is a software design and production company that was established about 7 years ago. They have dozens of big customers from all over the world who have been able to grow themselves according to the market needs.
Client's Need
In the past, they have had a number of clients who used their CRM for their business
However, their old CRM had many technical and practical problems that were caused by development without knowing the business and the company's goal
For example, problems such as reducing the speed and performance of CRM in case of increasing the number of leads, adding too many new tenants, high costs of servers to keep tenants online and difficult development to add new features and facilities to C Also, due to the lack of knowledge of CRM employees, RME could not interact well with customers and lost many leads that could be converted into customers. We have identified and resolved them all. Also, according to the knowledge we gained from their business, we also provided recommendations to improve their CRM performance, which were useful.
Project Implementation Process
Our strategy in implementing this project was to know their old software and its problems in the first step, and in the next step, we talked with the manager of that business about the problems that they thought existed!
Because in all businesses, there are cases that employees and managers do not know about and do not know the exact reason for their failure. In fact, they are affected by flaws in their business model that have different origins, that's why developing software only according to the needs they declare increases the probability of project failure. They wanted more growth and profit for their business and the tenants were satisfied with their product, so their experiences along with our experiences in the process of designing and building this software brought the final satisfaction of all parties.
We used Zoom to communicate with the client
To design the UI/UX of the project, we used Figma software, and to develop the project according to the needs of the client and his business, we used Monolith architecture and Go.
Stage 1: Needs Analysis and Goal Setting
1. Meetings with the Client's Team:
- Conduct meetings for needs analysis with the client's team to gain a more precise understanding of their requirements and goals.
- Identify and understand the company's real estate activities and processes accurately.
Stage 2: System Design
1. Feature and Module Specification:
- Define essential and optional features of the software.
- Determine various modules based on the real estate company's needs.
2. User Interface (UI/UX) Design
- Design a user interface that aligns with the requirements and preferences of the client.
- Create interactive prototypes for client feedback.
Stage 3: Development
1. Software Development:
- Establish a database structure based on the requirements.
- Program and implement various features and modules.
2. Testing and Evaluation:
- Create unit tests and comprehensive integration tests.
- Perform interoperability and performance testing.
- Provide preview versions for client feedback.
Stage 4: Implementation and Training
1. Training:
- Develop training documentation for end-users.
- Conduct training sessions for the employees of the real estate company.
2. Deployment:
- Transfer existing data to the new system.
- Deploy the system in the production environment.
Stage 5: Support and Updates
1. Support and Updates:
- Provide ongoing support for technical issues and user inquiries.
- Deliver software updates based on requirements and client feedback.
Final Notes:
Contractual Agreement:
- Draft a clear contract with the client's team to prevent misunderstandings throughout the project.
Project Management:
- Utilize project management tools to monitor project progress and manage time and resources effectively.
Continuous Interaction:
- Maintain continuous interaction with the client's team for a better understanding of requirements and implementing changes as needed.
Features
Dashboard
Display general CRM information and statistics, such as the number of leads, customers, sales conversion rate, etc.
Effective information about the activities of employees and customers is also included in this section
Sales
The main part of working on leads to convert them into clients (the heart of the business is here)
Profile
Management of leads such as change of status, change of information, amount and status of client payments, comments, calendar of events, etc
Marketing
Creating advertising campaigns and displaying detailed reports of received leads
Banking
Accurate statistics of sales and client transactions with the possibility of advanced filtering
Accounts
Ability to create access for employees with different access levels
The possibility of defining different offices, departments, and teams to manage leads in companies with many employees
Setting
General settings of CRM, such as security settings, sales and definition of payment gateway, etc
Testimonial
“As the CEO of the company, collaborating with the CRMTOIS on the CRM software project has been highly successful. The team, with unparalleled professionalism, understood our needs and delivered software that not only improved internal processes but also enhanced the customer experience. The project timeline was precisely adhered to, and we are very satisfied with your efforts and commitment. Thank you for your fruitful collaboration.”
- Karo Nasiri,
CEO
