Custom CRM for CA Firm
Project Overview
A tailored CRM platform designed for a Chartered Accountancy firm to manage clients, staff, and projects efficiently.
We developed a custom CRM solution for a Chartered Accountancy firm to streamline their operations, client data management, and internal staff collaboration. The system allows the firm to efficiently handle multiple clients, assign projects, track progress, and securely store and manage all relevant data. Additionally, it includes import/export capabilities for data handling and custom reporting features.
The Challenge
The firm faced challenges managing an increasing number of clients and complex data scattered across multiple sources. They needed a centralized system that could handle client data, staff tasks, and project tracking while ensuring data security and easy retrieval.
Our Solution
We built a comprehensive CRM using Laravel, with modules for client management, project tracking, staff assignments, and data handling. The system supports data import/export functionalities, custom access control for different user roles, and a secure database structure to protect sensitive information.
Project Details
- Client:Confidential
- Date:March 2024
- Category:CRM Development
- Technologies:Laravel, MySQL, Bootstrap, jQuery
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