CRM

The CRM platform is designed to help businesses manage customer relationships, streamline sales processes, and improve communication across teams. It centralizes customer data, tracks interactions, and supports sales and marketing activities through an intuitive, scalable system. The project focuses on improving visibility, efficiency, and collaboration throughout the customer lifecycle.

Client Location
Puerto Rico
Duration
7 months
Year
2025

Key Featured & Technologies

Bootstrap CodeIgniter Css Html Javascript PHP

Challenges

Many businesses struggle with fragmented customer data spread across multiple tools and platforms. Sales teams often lack real-time visibility into leads and pipeline status, while manual processes slow down follow-ups and reporting. Additionally, poor system usability and limited automation make it difficult for teams to maintain consistent customer engagement and collaboration.

Solutions

The CRM addresses these challenges by providing a centralized platform for managing customer information, sales pipelines, and communication history. Automated workflows reduce manual effort, while real-time dashboards improve visibility into performance and opportunities. The system is designed to be easy to use, scalable, and adaptable to different business needs, enabling teams to work more efficiently and stay aligned.

Project Results

100%
Centralized Customer Data
1 Platform
Sales, Marketing & Support
Automated
Workflow Management
Real-Time
Pipeline & Performance Visibility

Key Features

1

Centralized customer and lead management

2

Sales pipeline tracking and deal monitoring

3

Automated follow-ups and task reminders

4

Real-time analytics and reporting dashboards

5

Team collaboration and activity tracking

6

Secure, scalable cloud-based architecture

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