Client Goal:

The client approached us with a legacy CRM system that no longer met their operational needs. Our goal was to redesign and modernize the existing platform to improve overall efficiency, enhance system performance, and expand functionality. Key objectives included: Rebuilding the CRM to be faster, more reliable, and scalable; Integrating with telephony systems to enable call tracking; Implementing call tracking to identify which advertising sources generated specific leads; Creating end-to-end analytics to track the full customer journey from ad click to sale; Developing reporting tools and dashboards for marketing and sales performance; Automating key business processes to reduce manual work and increase accuracy. The upgraded system had to provide real-time insights and help the client make data-driven decisions while maintaining a user-friendly experience for their team.

Our Contribution:

We were responsible for the full development cycle — from system analysis and architecture design to implementation, testing, deployment, and ongoing support. Key aspects of our work included: Designing and building a microservices-based architecture for flexibility and scalability; Developing backend services using C# and frontend interfaces with Angular; Hosting the system on AWS, leveraging modern DevOps practices for continuous integration and delivery; Integrating with Asterisk for telephony and implementing advanced call tracking features; Building seamless connections with external CRMs such as Pipedrive, Zoho, and others; Ensuring secure data handling and high system availability. Our team worked closely with the client to adapt the system to their evolving business processes and deliver a solution that's both robust and easy to use.

Project Success:

As a result of our work, the client received a completely redesigned and stable CRM system that became a core tool for their daily operations. Key achievements include: Reliable and scalable system performance — the new architecture eliminated previous bottlenecks and ensured smooth operation under load; Improved call tracking and end-to-end analytics — accurate attribution of leads to ad campaigns significantly enhanced marketing insights and ROI measurement; Seamless telephony integration — stability and reliability of the Asterisk server and its related integrations were significantly improved; Operational predictability — the modular architecture enabled faster implementation of new features and reduced time-to-market for future updates; Enhanced support infrastructure — both client-facing and internal technical support workflows were streamlined, improving issue resolution time and overall user satisfaction. The new CRM system not only meets the client's current needs but also provides a strong foundation for scaling and continuous improvement, aligned with their long-term business strategy.

The challenge of project:

Building a scalable CRM system with deep telephony integration and reliable real-time analytics across multiple marketing channels.

Final Result:

Delivered a stable, scalable CRM platform with real-time analytics and telephony integration. The system supports high-load operations, improves marketing attribution accuracy, and enables faster feature delivery.