Optima CRM
We created a CRM system for a Swedish company, providing a solution for managing client interactions and business processes. This CRM platform automatically gathers leads from all the company’s web resources, allowing centralized management of potential clients.
- Design
- Development
- Type Dashboard
- Tech Stack HTML/CSS/JS, Wordpress
We created a CRM system for a Swedish company, providing a solution for managing client interactions and business processes. This CRM platform automatically gathers leads from all the company’s web resources, allowing centralized management of potential clients.
- Design
- Development
Service providers faced challenges in efficiently managing offers, leads, and active orders, leading to disorganization and inefficiency. Generating invoices and keeping clients updated about order statuses was time-consuming and prone to errors.
Optima CRM was developed to streamline these processes, providing a clean and user-friendly dashboard that allows clients to manage offers and leads, track active orders, and generate invoices with ease. The platform ensures that all information is neatly organized, helping users maintain control and efficiency in their operations.
The system also enables easy creation of commercial offers, orders, and invoices, simplifying the deal-making process. Additionally, built-in email marketing tools help the company maintain communication with clients, and the ability to accept online payments makes the interaction process even more convenient and efficient.
Our CRM significantly enhances the company’s operational efficiency, improving both internal processes and the quality of customer service.
Showcase
The primary color used in the Optima CRM dashboard is purple, which is applied to buttons and active elements to draw attention.
A range of secondary colors, including green, blue, red, and orange, are used for additional elements like statuses. This color scheme ensures a visually appealing interface while maintaining clarity and focus.
Tech Stack
- React
- Laravel Framework
- Rest API
Our Services
- Research
- UX/UI Design
- Development
Dmytro P.
Full-stack Developer
Mykyta S.
Designer
Tim A.
CEO
Bohdan R.
Project Manager
Evgeniy D.
Full-stack Developer
Albert D.
"We are thrilled with our new CRM system! It has been a game-changer for managing our company’s processes. The interface is intuitive and pleasant to work with, and the analytical tools provide all the data we need to assess performance – from leads and offers to paid and unpaid invoices. Now we can efficiently monitor payments, offers, and orders, which helps us manage client relationships better and make well-informed decisions. Thank you to the team for such a thoughtfully designed and useful CRM!"
