BPS [CRM]
CRM system
Business analysis · UI · Web dev · Infrastructure
The project
Services
The stack
Foreword
Client had a custom CRM system, with leak of functionality and a big amount of legacy in the codebase. So during the consultation it was decided to design a new system which will be integrated with the site in future.
Leads management / type partner
Partner life cycle in 2 pools with duplicates management system.
Partner profile information fulfilment
Multiple contacts management with duplicates tracking
Leads management / type lead
Multiple lead types management. Lead life cycles for 3 pools scenarios, duplicates management and lead source validation rules.
Light view which's build from the viewer role and permissions
Handy and clear lists
Shoots management
Custom calendar, tracking of in-house / out-of-office shoots with people and lead management around.
To create a shoot you need: get the team, pick the partners, define scenario to apply, collect leads and set all them to a single location. Sounds not really easy? With the automation it's easy in deed.
A perfect way to manage shoots in several cities, locations. With wide range of staff management and history track.
Easy to track each participant for a shoot, add new photos and manage statuses.
Tasks management
Tracking of tasks through all the departments, bound to calls platform, shoots and employees management system. Some types of tasks are completed through the supervisor's validation and approval.
Clean and simple board with generic columns and flows available
Minimal UI for task creation.
Simple to track and use
Finance management
Implementations includes: invoice management with approval scenarios, salaries management, payouts management, payments management and approval, debt management.
Starting new experience with BabyPhotoStarts in one click, to create a contract and start participation in shoots and video making as a model.
Customizable columns on each list view, configurable and adjustable for each employee comfort.
All you need in a single place to validate client and improve the experience of company's service.