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From Idea to Launch

Release: 2020

Client Management System – Web Application

CRM/ERP

Task

Develop a CRM-like web application for client management. Implement modules for Client List, Client Profile, and Document Management. Support adding new clients, filling and validating multi-step forms, uploading/previewing documents (PDF/DOCX/XLSX/images) with type/size checks, and storing all records securely. Provide tools to view, edit, search, filter, sort, and paginate the client list; enable bulk actions and CSV/XLSX import/export with duplicate detection and merge. Add role-based access control (admin/manager/viewer), an audit log of all changes, and an activity timeline per client (notes, status updates, file events). Include status management (e.g., new, in review, approved, archived), comment threads with @mentions, and email/push notifications for assignments and required actions. Expose integrations via REST API/webhooks for syncing with external systems (ERP/BI), and support data retention policies. Ensure encryption in transit and at rest, granular permissions, backups, and error monitoring for a secure and reliable workflow.

Realization

Main page with a client management table.

 

Page for adding a new client to the company’s database.

 

File upload.

 

Success screen – page confirming successful client upload.

 

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