Improve CRM is a web-based system for planning and controlling departmental budgets in medium and large businesses with a complex financial planning structure. Its main task is to ensure transparent control of budget funds between company departments.
Improve CRM is used for:
- planning of payment flows of divisions;
- cost coordination;
- control of plan/actual indicators;
- centralized management of financial information;
- generating reports for accounting.
Goals and objectives of our team
The AVADA CRM team joined the project at a stage when the system was already being used by the business, but needed deep technical stabilization, modernization, and further development.
The main task was to stabilize, restore the logic of work and prepare for scaling. We also put the documentation in order, fixed bugs and implemented new features.
As part of the project, the team completed:
- comprehensive analysis of the current state;
- restoration and adjustment of business logic of individual modules;
- elimination of critical errors;
- increasing productivity;
- optimization of work with large amounts of data;
- expanding functionality;
- adding new modules.
How Improve CRM works
Improve CRM works in a browser and does not require installation on the user's computer. Access to the system is through personal accounts according to the role in the company. A mobile version is not provided, since key processes are related to the processing of tables, budgets and financial reports, which is more efficiently implemented in a desktop environment.
Technology stack
Improve CRM is created as a web application with classic MVC architecture.
- Backend (PHP, Yii2) — handles all financial calculations, data validation, and working with users and modules.
- Frontend — HTML and CSS form the structure and appearance of pages, JavaScript makes them interactive, and Vue.js helps instantly display data and update the interface without reloading the page.
- Database — MySQL
Role model and access structure
Improve CRM is built on a flexible model of access rights. Each role has a specific level of management of budgets, reporting, directories, and users. The following roles are provided: super admin, admin, manager, department heads, and employees.
Financial accounting and budgeting
Improve CRM allows you to track financial indicators by department and ensures transparency of the flow of funds within the company.
Directories and company structure
To standardize accounting, a system of directories has been implemented: expense items, divisions, positions, and movement of goods.
Internal interaction tools
A notification system, internal news feed, instructions for employees, and a glossary of terms help centralize work regulations and maintain uniform standards for working with financial processes.
Working with documents
Improve CRM supports full file management: document upload, automatic conversion to PDF, export of data and projects to XLS format.
Integrations
Improve CRM integrates with external services: 1C (via API), email, messengers, payment systems.
How the work on Improve CRM went
1. Audit and restore stability
The first stage was a detailed analysis of the code, database structure, and business logic, namely:
- elimination of critical bugs;
- closing security vulnerabilities;
- restoration of correct operation of individual modules;
- stabilization of approval and financial accounting processes.
2. UX/UI and preparation of new features
Before implementing each new feature, the team developed a mockup. This approach allowed us to harmonize the interface logic and reduce risks when integrating new modules into the existing structure.
3. Expanding functionality
As part of the development of Improve CRM, new functions were implemented:
- group budget approval;
- possibility of changing the start of the financial year;
- tag system for projects;
- export of projects to XLS format;
- automatic conversion of files to PDF;
- task management module;
- additional user roles.
The functionality was expanded taking into account the current architecture and access roles.
4. Performance optimization
A separate stage was devoted to work on productivity, especially in the processing of large financial data sets. SQL queries were optimized, indexes were added to the database, the loading of accounting books was accelerated, and the import of financial data sets was improved. As a result, the processing time for monetary transactions was significantly reduced.
5. Working with APIs and integrations
We have refined the integration with 1C via API: we optimized data exchange, created new endpoints, and increased synchronization stability. As a result, information duplication was reduced to a minimum; the consistency of financial information between systems was improved.
6. User and role management
The AVADA CRM team has updated the user management module:
- the user structure has been revised and streamlined;
- the role system has been improved for more flexible delimitation of rights;
- Access to functions and data for different categories of users has been clarified.
7. Localization
As part of the development of Improve CRM, support for the Ukrainian language was implemented and multilingual errors were eliminated.
Current status of the project
Currently, Improve CRM is in the stage of active support and development. Our team provides uninterrupted technical support, implements new features according to business needs, optimizes work with large volumes of financial data, and prepares the platform for connecting additional departments.
Result
As part of the work on Improve CRM, the AVADA CRM team achieved comprehensive results:
- the system operation has been stabilized and critical errors have been eliminated → this guarantees reliable operation;
- Increased productivity and optimization of work with large amounts of information led to → acceleration of cash transaction processing;
- navigation improvements and interface improvements → increased the usability of the solution;
- expanded functionality, including new modules and roles → allowed the system to more effectively support business processes;
- Optimizations and modernizations carried out → ensured Improve CRM's readiness to scale to new divisions and large volumes of data.
