case 12
CRM for CADFEM CIS
Evercode Lab developed and launched SamovarCRM, a sales and project
management system. It is capable of managing customer bases,
opportunities, and deals. It also helps manage tasks and plan the
workload as well as generate documents and show statistics.
Time
Demo-release
3 months
Release
7 months
LAUNCH
2016
Technologies
Web
Symfony, Doctrine (MySQL),
ElasticSearch, Bootstrap
ElasticSearch, Bootstrap
About IT project
CADFEM CIS is a software distributor dealing with training and consulting in the field of engineering analysis. The basis of the CADFEM CIS product line is the ANSYS software tools. The company is located in 6 Russian cities, with over 60 employees.
IT project task
The following modules were developed:
- Database of customers (companies, contacts)
- Sales tools (leads, opportunities, deals)
- Communication between sales managers
- Planning management (tasks, calendar, workload)
- Tools for top-managers (process control, statistics, reports)
- Document workflow (document management, proposals, emails)
Deliverables
Companies and contacts
Data transfer
Capability to create and alter companies, company addresses, contacts, 2 types of commercial proposals and emails, tasks, users and comments of two types.
Tool to import contacts from Microsoft Outlook
Other outcomes:
- Management of licenses and services
- Uploading of price lists
- New task types
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