case 12
CRM for CADFEM CIS
We developed and launched SamovarCRM, a sales and project management
system capable of handling customer bases, opportunities, and deals.
Additionally, it aids in task management, workload planning,
document generation, and provides statistical insights.
Time
Demo-release
3 months
Release
7 months
LAUNCH
2016
Technologies
Web
Symfony, Doctrine (MySQL),
ElasticSearch, Bootstrap
ElasticSearch, Bootstrap
About the project
CADFEM CIS licenses, implements, and supports leading software products from developers for numerical simulation. The core of the CADFEM CIS product line consists of the ANSYS software tools.
IT project task
The following modules were developed:
- Customer database (companies and 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
Ability to create and modify companies, company addresses, contacts, two types of commercial proposals and emails, tasks, users, and two types of comments.
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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