Custom Lead and Contact Management CRM system
Timeline: 10 Months| Country: USA
Project Brief
Kanhasoft developed a comprehensive Lead and Contact Management CRM system designed specifically for small to medium-sized businesses. The solution empowers organizations to centralize their customer-related data, manage opportunities across multiple sales pipelines, and streamline daily activities like tasks, events, and communication.
Built on a SaaS-based architecture, the system allows multiple organizations to register and use the platform independently, making it both scalable and secure. Beyond core CRM functionalities, the solution integrates advanced features such as a Kanban view for pipeline visualization, Twilio integration for in-browser calls & SMS, and third-party integrations to ensure smooth collaboration and productivity.
Client's Need
The client was looking for a flexible and scalable CRM solution to replace traditional spreadsheets and fragmented tools. Their vision was to have a single centralized platform where teams could manage leads, contacts, and opportunities while also enabling communication and collaboration.
The client’s primary needs included:
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A SaaS-enabled CRM system to serve multiple organizations with data security.
Automation for routine CRM processes to save time and reduce errors.
Centralized communication, including browser-based calling and SMS integration.
An intuitive pipeline view to track lead progress with ease.
Third-party integrations with everyday tools like Gmail, Dropbox, and MailChimp.
Customizable dashboards and reporting tools for real-time insights.
Technologies
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PHP
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Slim Micro PHP Framework
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MySQL
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HTML
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JavaScript
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Twilio API
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Challenges
Building a feature-rich CRM for multiple organizations came with unique challenges:
- Multi-tenant SaaS Architecture : Ensuring each organization had its own secure environment without compromising performance.
- Role-Based Access Management : Designing a permissions system flexible enough for administrators, managers, and team members.
- Pipeline Visualization –: Creating an intuitive Kanban board that made opportunity tracking simple and visually appealing.
- Twilio Integration : Incorporating browser-based calling and SMS in a seamless and user-friendly way.
- Third-Party Integrations : Ensuring smooth syncing with Gmail, Dropbox, MailChimp, and other commonly used platforms.
- Scalability : Building a system that could easily handle hundreds of organizations and thousands of users simultaneously.
Solution By Kanhasoft
Kanhasoft addressed the client’s needs by developing a powerful, easy-to-use CRM platform with scalability and automation at its core.
- Implemented a multi-organization SaaS architecture with strong data isolation.
- Built automation modules for leads, contacts, companies, and opportunities to save time.
- Designed a drag-and-drop Kanban view to easily manage and update lead statuses.
- Integrated Twilio for in-browser calls and SMS, providing instant communication.
- Added third-party integrations for storage, emails, and marketing tools.
- Developed interactive dashboards and detailed reports for actionable business insights.
- Ensured the system was intuitive and mobile-friendly, reducing the learning curve for end users.
Key Features
This solution transformed pollutant management into a digitally streamlined process, ensuring accuracy, compliance, and efficiency for soil management companies.
- SaaS Architecture : Supports multiple organizations with independent accounts.
- Role-Based Permissions : Secure access for admins, managers, and staff.
- Automated Workflows : For managing leads, contacts, companies, and opportunities.
- Calendar & Task Manager : For scheduling events, tasks, and reminders.
- Kanban View : Intuitive drag-and-drop interface to track lead statuses.
- Twilio Integration : Make calls and send SMS directly from the system.
- Import/Export Options : For easy migration and data management.
- Two Types of Lead Creation : Quick entry for speed, or detailed entry for complete records.
- Discussion Board : Team collaboration made simple.
- Third-Party Integrations : With Gmail, GDrive, Dropbox, Box, and MailChimp.
- Dashboards & Reports : Real-time business insights with interactive analytics.