Task

Within the framwork of the project we were proposed to create a CRM system wich will help ensurance agency to manage customers data, services and phone calls. We had to create convenient for usage compliant system, with dynamics tamplates for buying insurance products.

Solution

We developed hardware infrustructure for quick searching, backup copy, dedicated server. Due to our experience we had made a plan of the project, prepared UX, and convenient interface. We've learned every agency's department to automatize and optimize our work.

Technologies

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Deadline 1 month

The system had been ready to use since 1 month after starting.

On Home page released a statistic and company's chat.

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List of users represents in convenient format.

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Convenient system to manage leads using different filters, statuses, comments and other.

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The system allows to manage data, simple and handy file uploading to the system.

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Simple tracking and managing of feedbacks, fast identity, attaching files etc.

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Mobile

Mobile design

Design for mobile devices includes functional elements, which are convenient to use.

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Mobile

Mobile layouts

Made according to search engine requirements, SEO-optimizators and usability specialists.

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Mobile

Mobile chats

Mobile version as comfortable as for PC

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Mobile

Mobile chats

Mobile version as comfortable as for PC

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Mobile

Mobile chats

Mobile version as comfortable as for PC

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