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.
- 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.
- .NET Framework 4.5
- SQL Server 2008
- SQL Server Reporting Services
- Report Builder 2.0
- ASP.NET MVC 5
- Web API
- Entity Framework 6
- SQL Server 2012
- Windows Azure