Customer Relationship Management

Website: https://purplelabs.eu/demo/crm/auth.php

Login: demo Password: demo

Type of work: Design development, layout

Development of a unique design, layout, implementation of the CRM.

BoosterCRM is our own web CRM for small businesses, and this project covered its interface from the login screen to the last report. The starting point was a typical situation in a small company: requests arrive in messengers, phone numbers are kept in a notebook, orders in a spreadsheet, and when a manager goes on holiday nobody knows which customer was promised a call-back. The design had to bring all of this into one place without turning a simple tool into enterprise software that needs months of rollout.

The system runs in the browser on a computer, tablet or phone, and every section was laid out for a mobile screen as well: a manager can open a client card on the road, and a warehouse employee can mark a shipment straight from the storeroom. Clients, leads, tasks, sales, payments, warehouse stock, shipments, payroll and reports are linked to each other, so every record leads to the client and the project it belongs to.

Access rights were designed in detail - roles, departments and per-employee access to projects and menu sections - so each person sees only their own work. The demo version linked above can be opened with the login and password "demo".

The system has eighteen modules, but the interface does not require all of them on day one: most teams start with clients, leads and tasks and turn on sales, the warehouse or payroll later.