CRM Helper

Development process

HELPER is a SaaS project that must take into account the needs of hundreds of individual companies and provide them with effective tools for managing workflows. At the same time, CRM must remain comfortable and intuitive for users, otherwise it simply will not survive the competition.

Understanding the tasks facing us, we selected the optimal team of specialists, divided the development process into six stages, and set about the technical implementation of the client's idea. We will tell you exactly how the development took place below.

Market research and client requirements

First of all, we delved into the context: we studied the customer's business strategy and requirements, conducted an analysis of the needs of the beauty segment, and reviewed the offers of our closest competitors. This helped us form a clear CRM HELPER strategy.

Designing

Design was one of the most important stages, during which we defined the architecture, structure, UX, and functionality of the CRM.

To make the system equally useful for different companies, we have provided the possibility of flexible configuration of modules. Each salon can easily customize CRM HELPER to its individual needs, and even disable functions that it does not need, so as not to overload the interface. The finished prototype was presented to the client, the nuances were agreed upon, and after approval, technical documentation was formed.

Development of individual design

We decided not to avoid familiar behavioral patterns to keep the system intuitive, but we introduced a number of important changes: we shortened user paths, placed clear color accents, and minimized the use of graphics. Thanks to this, the interface became clean, easy, and as informative as possible.

Technical development

For the client, it is important that the CRM is light, accessible, and can withstand high loads. We solved the first two tasks through design, and to ensure the system's performance, we selected the optimal technology stack: the server part was built on the Django framework, the API on DRF, and the client part on the Vue.js library.

QA testing

CRM HELPER is equipped with versatile functionality, so we paid special attention to testing: we involved a team of QA engineers, used different scenarios, approaches, and methodologies. Thanks to this, we were able to eliminate all problems in the system's operation before release and ensure its stability.

How CRM HELPER works

Our team has developed a flexible and customizable CRM that has all the necessary functionality to automate the work of companies in the beauty and health sector. Let's consider the main modules of the system.

• Customer database management . Information about the company's customers is stored in a single database, which can be structured by branch. An individual card is created for each customer, including their personal information, visit history, and reviews.
• Personnel management . The salon administrator has the ability to set up personal work schedules for each master, determine the list of services provided to them, and set their duration and cost.
• Online booking . The online booking form works completely autonomously and can be posted on the company's website or on social networks. In the process of filling it out, the client can select the desired master, view his work schedule, workload and choose a convenient time for the visit. Applications are processed instantly and automatically, the master and the client receive appropriate messages via SMS or Viber, and the time is booked in the employee's schedule.
• Warehouse management . The system fully automates product accounting in warehouses, which reduces the operational burden on staff and allows you to devote more time to customers.
• Accounting . The interface provides management of financial reporting of salon branches and allows you to control all expenses. In addition, a module for accounting for salary payments has been implemented.
• Salary calculation . The administrator has the ability to set a daily rate for each master, choose a percentage or a fixed amount for the service provided. After this data is specified, the system automatically calculates the salary based on the specialist's workload.
• Loyalty program management . Using CRM capabilities, salons can launch flexible and customizable loyalty programs, issue discount cards, and conduct other marketing activities, which can significantly increase attendance.
• Notification system . An automated notification system helps a business interact with its audience more effectively. For example, it can be used to send a customer a reminder about an upcoming visit, notify them about a promotion, or notify them about bonus accrual.

Admin panel features

The owner of the CRM HELPER startup has his own admin panel with superuser rights, which is designed to manage business processes in the company. Its main features:

• License overview.
• View customer data — contact information, tariff plan, and transaction history.
• Tariff plan management.
• Customer service: changing the license expiration date, blocking access.
• View statistics and analytics.
• Monitors financial results.
• Superuser notification system. For example, you can set up notifications about new registrations or user subscription expiration.
• Setting up branches for customers.
• Manage links to technical support.

Result

Our team has successfully implemented the innovative CRM HELPER startup. The product is already available on the Ukrainian market and is rapidly gaining momentum, and we continue to work on expanding its functionality.

In the near future, we also plan to deploy the HELPER mobile application, which will make using CRM even more accessible and convenient for businesses - this project is in the final stages of development.