case 10

Development of CRM for CADFEM CIS — Evercode Lab

Developed and launched SamovarCRM is a sales and project management system. It is able to manage a customer base, opportunities and deals, helps to manage tasks and planning the workload, generates documents and shows statistics.

Time

Demo-release

3 months

Release

7 months

Technologies

Web

Symfony, Doctrine (MySQL), ElasticSearch, Bootstrap

About project

CADFEM CIS is a software distributor, which training and consulting in the field of engineering analysis. The basis of the CADFEM CIS product line is ANSYS software tools. The company located in 6 Russian cities, where more than 60 employers.

Task

Development of modules:

database of customers (companies, contacts)
sales (leads, opportunities, deals)
communications between sales managers
planning management (tasks, calendar, workload)
tools for top-managers (process control, statistic, reports)
document workflow (document management, proposal generate, letter generate)

Solution

Companies and contacts

Tasks

Notifications

Document generation system

Communication module

Data transfer from prototype

We moved companies, company addresses, contacts, 2 types of commercial proposals and letters, tasks, users and comments of two types, having also processed various specific ../../../cases.

Tool for import contacts from Microsoft Outlook

After the user uploads the import file to the system, CRM reads it. CRM ask the user to choose which contacts to add and which ones to ignore.

Calendar

Pipeline report

Other tasks:

management of licenses and services
uploading of price lists
new task types

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