ERP and CRM for the sales department: OfficeScanner case
About the project
Multifunctional ERP system for automating the management of transactions, phone calls, employee tasks and marketing activities. The front part is implemented as an aggregator in Yii2 with a modern adaptive layout and control panel. Integration with telephony, email, CRM, support for analytics and data visualization.
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Business problem
- Combine sales, call, task and marketing management in one ERP system.
- Provide a convenient aggregator and front-end on Yii2 with an intuitive interface.
- Automate routine operations: setting and monitoring tasks, processing transactions, maintaining call logs.
- Integrate marketing channels and performance analytics.
- Create an adaptive layout to work on all devices.
Technical solution
- Dashboard aggregator: visualization of key metrics for transactions, tasks, marketing.
- Deal management: sales funnel, statuses, action history, files and comments.
- Calls: integration with IP telephony, automatic logging, recording and detailing of calls.
- Tasks and projects: setting, control, reminders, delegation, work in teams.
- Marketing: campaign planning, email/SMS mailings, conversion reports.
- Roles and access rights: flexible settings for departments, managers and management.
- Modern interface: custom layout using HTML5, CSS3, adaptation for mobile and desktops.
- API for integration with external services (CRM, telephony, email, instant messengers).
Technologies
- Yii2 (PHP framework, front aggregator and backend)
- HTML5, CSS3, SCSS, JavaScript (ES6+)
- PostgreSQL / MySQL (DB)
- IP telephony, REST API integration
Results
- Reducing the time for processing transactions and tasks by up to 30%.
- Increasing the transparency of the sales and marketing department.
- Increased conversion of calls and email campaigns thanks to analytics.
- Positive assessment from employees for the ease of working with the ERP interface.
- ERP has become a single window of control for managers, marketers and management.
Related service
We create internal business systems with transactions, tasks, communications, analytics and integrations via API.
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Customer review
"The ERP platform has significantly speeded up the team's work: all information on transactions, tasks and calls is always at hand. I was very pleased with the modern interface and the flexibility of the layout!"