CRM System for Small Business: PX CRM Case Study

Client

CRM PX is a software product for small and medium-sized businesses that brings customer management, sales automation and marketing campaign automation together in one environment. It is designed for companies that don't want to overpay for complex CRM systems and are looking for a simple, practical tool.

Challenges

Small businesses need a CRM without unnecessary complexity or paying extra for features they don't need. The task was to build an intuitive system from scratch that reduces manual work and helps owners and managers keep sales under control.

Users include small and medium-sized business owners, sales managers and marketers, teams that need departments to work in sync, and anyone without special technical training.

Simplicity: an interface you can use without special technical training.
Fewer manual operations: automation of routine customer management processes.
Connection to other services: payment systems, email newsletters, messengers.
Data-driven management: analytics and reporting for sales and marketing.

Solution

Analysis and technical specification. We identified key business processes, analyzed competitors, and created prototypes and a detailed technical specification.
Only what's needed. We deliberately avoided excessive functionality: customers, deals, tasks, analytics, filtering and role-based access are the tools small businesses really need.
Fast data entry. Leads and contacts are added quickly, with custom fields, categories and automatic statuses; the customer record stores the history of inquiries and deals, tags, and filters by any parameter.
Analytics for decisions. Reports, dashboards and activity charts, email notifications and the ability to connect third-party services via API.
Launch in 35 business days. We tested stability, security and usability, and optimized the product website for search. After launch, we support the system and refine it to meet customer needs.

Results

35 business days from analysis to product launch.
A minimalist CRM with clear navigation for non-technical users.
The entire customer history (inquiries, deals, communications) in a single environment.
Reports and dashboards for sales control and business decision-making.

Technical details

Platform: PHP (OpenCart), Vue.js, TailwindCSS, MySQL; authentication and access control.
Integrations: payment systems, email newsletters, messengers, API.
Promodex team: 6 specialists: project manager, UI/UX designer, front-end and back-end developers, QA specialist, DevOps engineer.

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