JetCRM: Customized CRM for B2B businesses based on an open-source solution
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Client Background
JetSoftPro is a global software development firm with hundreds of clients across 30 countries and numerous potential clients. We required a comprehensive CRM solution adaptable to any new processes we develop regarding customer relationship management in software development outsourcing niche.
Business Challenge
JetSoftPro required a stable and secure CRM solution to simplify and optimize our business operations related to offering software development outsourcing, which is a very specific B2B service with a sales cycle ranging from 3 months to 2 years. This solution was intended to streamline sales processes, improve account management, project management, marketing processes, lead management, automate initial outreach, and provide us with multichannel reporting.
We selected the open-source solution SuiteCRM as the basis for developing JetCRM, tailored to the company’s needs. The main challenge was to create scalable software that could be easily adjusted by any team member. We also required a comprehensive knowledge-sharing process.
Solution
JetCRM is 100% customizable and a highly effective CRM software that can elevate a company’s communication with customers and automate sales and engagement processes with comprehensive data about each client. It has several essential functions, such as mailing, email verification, automated outreach campaigns with no limits in emails or contacts, as well as collaborative mode for teams of any size. JetCRM has a simple structure with a database connected to all other modules and functions, making it possible to create new functionality and seamlessly add it to the other modules. JetCRM can be customized to cater to the unique needs of any service business like JetSoftPro.
Value delivered by JetSoftPro
- Minimization of human errors in sales processes
- Automation of processing tens of thousands of contacts
- New level of customer relationship management
Project Details
JetCRM provides additional functionalities such as the MS Outlook JetCRM plugin and the Mobile JetCRM App. The MS Outlook JetCRM plugin allows companies to effortlessly synchronize all email communications with customers with the CRM system with just a click. The plugin integrates calendars from both Outlook and CRM systems.
The Mobile JetCRM application provides businesses with convenient access to all their JetCRM information, including Contacts, Accounts, Leads, Activities, and custom modules. The interface of the application developed by JetSoftPro is optimized for both smartphones and tablets, making it easy for businesses to view and manage their business processes on the go.
Technical implementation
JetSoftPro developed JetCRM software using PHP and the Zend framework. The open-source Suite CRM was chosen due to its extensive features, scalability, and customizable options. Additionally, we worked with MySQL, JavaScript, jQuery, and UI/UX to adjust the CRM for JetSoftPro’s needs.
