Pardon Services Canada

Solution

A custom back-end CRM solution to manage all clients, workflows, company contacts, sales, and documents.  Additionally, a secure external portal for clients to track the progress of their account and make payments online.

Visit Website…

Key Features

  • Integrated PDF and docx generation from data within the system
  • Bulk email and mailing features to send client reminders, invoices and other documents
  • Synchronization with the external client portal to keep sensitive data separate and secure
  • Sales, processing and statistics reports to give a clear snapshot of the current status and revenue figures
  • Pushes email addresses to MailChimp for marketing campaigns
  • Infinitely configurable by admin staff for ongoing changes to products, processes and documents.

Technology

CRM

  • .NET Framework 4.5
  • NHibernate
  • log4net
  • SQL Server 2008
  • SQL Server Reporting Services
  • Report Builder 2.0

Client Portal

  • ASP.NET MVC 5
  • Web API
  • Entity Framework 6
  • SQL Server 2012
  • Windows Azure

Screenshots