This project involved the development of a comprehensive Customer Relationship Management (CRM) system. The system was designed to streamline and automate various aspects of the client management process, including onboarding, project management, and contractor assignment.

One of the primary features of the CRM system was the new client onboarding process, which simplified and standardized the process of bringing new clients into the company. Additionally, the system provided a way to manage client projects, allowing team members to track progress, communicate with clients, and assign tasks to contractors.

To help stakeholders make data-driven decisions, the system included dashboards that provided actionable insights into the business's overall status. The dashboards showed key performance indicators (KPIs) such as revenue, expenses, and project completion rates, enabling the team to make informed decisions and adjust strategies as needed.

Another essential aspect of the CRM system was its ability to automate many manual tasks, reducing the workload on team members and increasing efficiency. The system included automated emails to clients and contractors, notifying them of important updates and tasks.

Overall, the project successfully delivered a comprehensive CRM system that streamlined the client management process, increased efficiency, and provided valuable insights into the business's performance.