XB Software’s developers have built a comprehensive online CRM system that provides easy access to all customer-related data. The system allows the creation and management of car profiles with a single mouse click. Ability to add car statuses (‘new’, ‘ in progress’, ‘on hold’, ‘sold’, etc), and attach a car to a deal was implemented too. The system has three user roles: admin, C-level managers, and managers (employees/CRM users). Admins can use built-in templates to create activity lists for a particular manager that help them to monitor deadlines efficiently. All activities contain detailed info such as customer contacts, for example. To improve collaboration between team members, our developers added mechanisms for share workspaces between different employees to this online CRM system. The app is easily customizable which allows users to adapt it to the features of a particular company. For instance, activity types and statuses can be customized. A number of statistics, activity and data reports were developed with the help of HighCharts.

Drag-and-drop support allows users to create and rearrange activities with ease. Also, you can close a particular task with a single click. Cross-browser support along with touch-friendly and responsive design makes this custom CRM system usable on any device. The Excel import and export feature makes sharing info between multiple employees and creating presentations easy.

To develop a user-friendly, neat, and responsive user interface, our developers used the Webix JavaScript library. Moreover, this custom CRM system was developed as a SaaS solution that can be adapted and customized according to your business’s needs.