CRM system

Development and implementation of a web-based CRM system for the company, focusing on the "Customer Management" module, optimizing follow-up and business relationships.

Company

Distribuidora de Maquinaria de Puebla

Category

Business Management

duration

December/2014 - May/2015

About the Project

Development and implementation of a web-based CRM system for centralized client management, focusing on the "Client Manager" module.

Developed features:
  • Client segmentation:
    • Distributors: Specialized management for commercial profiles.
    • Producers: Detailed categorization by activity:
      • Agricultural: Crop registration, productive cycles (planting/harvest dates) and automated input recommendations.
      • Livestock: Herd traceability, production types and associated needs.
  • Digital records: Secure storage of legal documents (tax IDs, identifications) in PDF and image formats with document classification.
  • Property inventory: Land georeferencing with key attributes (area, soil type, available infrastructure).
  • Visits module: Field reporting system for sales representatives with:
    • Activity logging
    • Remote validation by supervisors
    • Interaction history

Technologies Used

PHP 5 (legacy version) MySQL Modularization with iframes CSS (without frameworks)

Tools

jQuery SublimeText