Jira-Like CRM/ERP: On-premises Corporate System

An internal customer relationship management system developed in-house specially for the employees of Attract Group to facilitate and automate many business and development processes.

Similar Project Aproximate Budget: $50k-$100k

Customer

Attract Group - a web and mobile app development company.

Background

Over time the company has grown and started requiring additional features the previous CRM system could not provide. The goal of the 3rd version of the corporate CRM system was to meet all the current business needs and to consider every employer’s requests such as automation of report making, convenient time tracking, transparent system of incentives, optimization of project management to save time and increase the efficiency of daily operations. Our expertise in the isp billing software and a crm system for logistics etc. has helped us create the best product to fit our needs.

Solution

The third version of the corporate customer relationship management system and enterprise resource planning has incorporated the most essential operational processes.

The CRM automates report building, vacations booking, working resource allocation, statistics tracking. Moreover, annual automated idle hours reports allow the company to increase the efficiency and workload distribution. The system also comprises a motivation module for the employees, which facilitates the work of the HR manager.

Business Tasks We Have Solved

Cost Saving

Effective reporting & management tools allow for decreasing idleness period of the developers and allocate workload proportionally to increase productivity and decrease the expenses.

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Improvement & Automation

No more manual hour calculations and confusion in the tasks. The whole project running procedure is neatly structured and flexible.

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Management Unification

No more numerous threads in messengers, The tasks are efficiently assigned to the relevant participants and all the people have access to the data necessary for making managerial decisions.

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Featured Modules

Time Tracking

The convenient time tracking feature both in projects and tasks helps build immediate reports and allows clients to see the actual hour distribution.

Project Management System

Every project can be effectively planned and managed due to its subdivision into Backlogs, Epics, and Sprints. Tasks are created, assigned, and monitored easily.

Analytics

This module saves the time of our accountants because it reveals the number of planned and actual hours employees have worked a month.

Motivation Module

Employees get bonuses for a certain number of achievement. They can exchange them on valuable gifts/services.

Reporting

Reports cover the selected period, users, projects, epics, data grouping. They can also be converted to Excel format for fast sharing.

Other modules

Personal accounts
Staff reserve
Slack and E-mail notification/Chatbot
Company’s news
Calendar with days off and holidays
User Role Management
Vacation module
Idle hours reports

Core Technologies Used

PHP (Laravel), Websockets, Angular 4, webpack, MySQL

Results

The adoption of the third version of the CRM eliminated a bunch of manual work like hours calculation and distribution. Moreover, the interface allows prioritizing, tracking, and transferring the tasks, which allows seeing the progress and bottlenecks easily.

Clients also enjoy having access to the project development data, roadmap, and statistics, which builds trust.

The bench time reporting system has allowed the company to increase the workload distribution efficiency by reducing the idleness of the developers by 75%.

9 months of development