Connect In CRM

Connect In CRM - a project by ZADIANS

Category: CRM Systems (SaaS)

Developing a comprehensive CRM system for sales and deals management, along with building a custom WordPress plugin to facilitate form integration and lead capturing.

The Challenge

The scattering of leads coming from multiple WordPress sites and the difficulty of managing them in one place. The goal was to build a custom system that seamlessly aggregates this data and provides an integrated workspace for sales teams to track deals.

The Solution

We developed the landing page and built the entire internal system as a comprehensive CRM. The system includes contacts and deals management, sales pipelines, programming a custom WordPress plugin for easy integration, and a strict role-based access system (Admin, Account Manager, Sales).

Results

  • Developing a comprehensive internal CRM for managing Contacts and Deals
  • Programming a custom WordPress plugin to facilitate one-click form integration
  • Designing dashboards with Sales Pipelines supporting drag-and-drop functionality
  • Building a strict hierarchical role-based access system (Admin, Account Manager, Sales)