Globaldev’s experience developing a CRM system for client management

March 25, 2024

We’ve noticed an interesting pattern: Nearly every other client asks us about our experience building a CRM system. They want to explore our expertise and case studies. The question of how to develop a CRM system has always been a priority for large businesses. We want to explain why.

Running your business without a CRM can cost you a lot of effort and money. This is because you’re wearing many hats while executing administrative tasks. You need to analyze information, aggregate data, plan activities, respond to customer requests, export data, and add new tasks. In the flood of information, details can get lost. And even if you successfully collect data, there’s another challenge: You need to make sense of this data and transform it into a positive customer experience.

A CRM is a centralized hub holding all data on your customers, colleagues, prospects, and suppliers. It builds a history of your business’s interactions with each contact and ensures that every step of these interactions is efficient and smooth. With a CRM, every customer interaction is available to anyone with access.

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On the one hand, a CRM gives you the opportunity to enhance your offerings and make customers feel rewarded for choosing you. On the other hand, it lets you streamline most of your administrative processes.

Let’s see how we help small and large businesses with CRM software development. Below, we share details from our experience.

Note

It’s crucial for our clients to protect their confidential information. The moment we sign an NDA, we acknowledge the confidentiality of the information shared and agree not to disclose it throughout our cooperation and after it ends. In this post, we don’t disclose the names of any companies, client documentation, or crucial workflow processes.

Custom CRM development: The root of cooperation

One of our clients abandoned the idea of using a third-party CRM for two reasons. First, they needed a more sophisticated app with custom features. Second, as a strong and continuously growing advisory firm, they wanted to be in control of their app.

They started the development of a custom CRM in-house. But with an increase in the amount of work, they decided to bring in external expertise. As the client’s in-house developers were already using Python and its Django framework for CRM web development, the firm interviewed a lot of companies with Python/Django experts.

Globaldev was one of many software development companies the firm came across on platforms like Clutch. After selecting us as their partner, they tasked us with developing a CRM for their consulting business.

Globaldev’s approach to providing CRM development services

As the firm has around 300 employees interacting with many clients, our task was to transform their simple CRM system into a platform able to store a vast amount of data and handle many simultaneous interactions.

To start, we organized all employees into groups, with each employee in at least one group, and defined access levels for those groups. With the clear and functional layout we developed, employees can quickly manage client relationships and effectively streamline the workflow. A CRM superuser has the permissions of all groups and the power to do anything in the system.

Next, we assessed the platform’s existing design, fully redesigned it, and created new modules. Following an iterative approach, we broke down the development process into small chunks. Working one feature at a time, we were able to make modifications and add new features. This approach allowed us to achieve the desired functionality.

Read more – How to develop CRM software