ERP & CRM system

ERP & CRM system

A flexible system that integrates various functions to simplify the management of an offsite business.

Core team: 1 Tech Lead, 1 BA, 1 PM, 2 React developers, 2 QA, 1 JavaScript developer, 1 HTML developer, 1 CM, 4 Python developers

Technologies: Java, Android SDK, Firebase, Python, Django, Django REST Framework, JS, jQuery, HTML5, Google API (Google Maps, Google GeoEncoder), PostgreSQL, AWS S3, MongoDB, Redis, Celery.

 

Objective

To develop a flexible system that will unite different features to simplify the management of businesses. Primarily, the system needs to control the field services, personnel actions, customer and proposals databases, equipment turnover, and recurring revenue.

Features

Timezones

For convenient use, a user can translate all the presented information in English or his/her first language. The localization feature includes 3+ languages.

Reports and Dashboards

Each user can book an appointment to a specific doctor online without registration on the website. The visit confirmation is performed by a phone number.

Accounting

After booking an appointment and visiting the doctor, each patient can rate the level of the provided services (out of 5 stars) and write a short review.

Warehouse Management

Web platform integrated with mobile app workflows keeps everyone in sync from the material purchase, kitting, and storage, through installation and service tracking.

Scheduling and Dispatch

The corresponding pages provide the full list of connected to the system doctors and healthcare facilities available to look through and plan a visit.

Customer Relationship Management (CRM)

The main page provides an advanced search of physicians and clinics by medical specialty, a city’s district or metro station, and/or a facility’s name.

Delivered results

We developed a system that could be applied to a variety of specialized businesses performing field services. It provides a multifaceted approach to supervision over the provided services. There are several core interfaces different for each type of user gathered in one solution. Managers get full control over monitoring the enterprise processes in the web app, technicians have a mobile app to track work results and other details, customers access their dashboard to manage proposals and invoices.