JetCRM: Customized CRM for B2B businesses based on an open-source solution
Location:
Expertise:
Services:
Technologies:
Industry:
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
Our previous CRM system lacked transparency, making it difficult to manage client relationships efficiently. Data was often duplicated, and the system was slow, hindering both marketing and sales processes. There was no clear distinction between potential leads and existing accounts, and records were scattered across different lists without any meaningful connections to the relevant individuals or their companies.
To address these issues, we needed to develop a new CRM system that could support a more structured approach.
The main challenge was to align the CRM with a new, streamlined three-tier process (organization – individual – job), while ensuring a smooth transition for users to adapt to the updated system.
Solution
Since we already use a robust HRM system based on Odoo (JetPeople), we decided to add a CRM module to complete the full CRM cycle. This allows us to seamlessly link opportunities with employees who could potentially work on them or trigger the hiring process if needed.
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
The new CRM clearly separates company profiles, individual profiles, and their associated opportunities, making it easy to track their status—whether potential clients, in progress, or existing clients.
All profiles are interconnected, enabling easy access to relevant people and opportunities from the company profile. This ensures flexibility and data integrity — if a key contact leaves, we can quickly add a new one while retaining all prior information and progress.
Key features: profile management, reporting, automated notifications, an easy-to-use opportunity pipeline with progress tracking, personal to-do lists, and integration with JetLead, our lead generation solution.
