Development of a multifunctional cross-platform ERP and CRM
Modern multifunctional cross-platform ERP and CRM system for managing processes in construction and installation companies
Allows storing data, managing, and automating the entire business "turnkey" in one application.
Manages and controls the execution of work on projects, tracks employee performance, displays inventory balances and estimates, creates financial reports and statistics.
Key features of the platform:
1. Project Management:
○ Creation, editing, and deletion of projects.
○ Assignment of responsible employees and monitoring the current status of the project.
○ Classification of projects by directions and stages of completion.
2. Estimates:
○ Creation, editing, and approval of estimates.
○ Addition of expense items from the price list.
○ Display of financial analytics: costs, profitability, profit.
3. Project Control Journal:
○ Recording employee visits with indication of arrival/departure times.
○ Connection to the telephony system for quick calling.
○ Filtering and searching records in the journal.
4. Analytics and Reports:
○ Building graphs and tables with financial indicators.
○ Exporting data in Excel and PDF formats.
○ Filtering data by time periods and project statuses.
5. Integrations:
○ Built-in support for phone calls.
○ Exporting reports in a format compatible with external analytical systems.
6. Roles and Access:
○ Clear delineation of access rights by roles.
5. Employees
6. Contractors
7. Business Processes
8. Maintenance
9. Warehouses
10. Marks
Allows storing data, managing, and automating the entire business "turnkey" in one application.
Manages and controls the execution of work on projects, tracks employee performance, displays inventory balances and estimates, creates financial reports and statistics.
Key features of the platform:
1. Project Management:
○ Creation, editing, and deletion of projects.
○ Assignment of responsible employees and monitoring the current status of the project.
○ Classification of projects by directions and stages of completion.
2. Estimates:
○ Creation, editing, and approval of estimates.
○ Addition of expense items from the price list.
○ Display of financial analytics: costs, profitability, profit.
3. Project Control Journal:
○ Recording employee visits with indication of arrival/departure times.
○ Connection to the telephony system for quick calling.
○ Filtering and searching records in the journal.
4. Analytics and Reports:
○ Building graphs and tables with financial indicators.
○ Exporting data in Excel and PDF formats.
○ Filtering data by time periods and project statuses.
5. Integrations:
○ Built-in support for phone calls.
○ Exporting reports in a format compatible with external analytical systems.
6. Roles and Access:
○ Clear delineation of access rights by roles.
5. Employees
6. Contractors
7. Business Processes
8. Maintenance
9. Warehouses
10. Marks