Our process of custom CRM software development began with detailed project requirement analysis and the creation of visual and interactive Figma prototypes aligned with user roles and workflows.
From a web design perspective, the CRM software for retail was crafted to be visually appealing, user-friendly, and responsive from a user experience. So that users could move through the app quickly and easily, every screen was developed in line with the approved Figma wireframes.
Key functional modules included:
- CRM: The section provides quick access to all information about current customers, including customer personal data, delivery addresses (with Google Maps and Street View integrated), number and amount of purchases (including lifetime value data), etc. Data on leads is available in a separate section.
- Product: A simple and useful tool for viewing, filtering, and analyzing product data, including dashboards that provide product performance and sales trends.
- Reports: The analytics module provides major reports, including Top 100 Customers, Top 100 Orders Placed, and Sales by Year.
- Analytics: A valuable dashboard with core metric charts and detailed reports on the number of orders, units sold, and best-selling products.
- Admin Settings: Administrators can create, edit, and take full control of the user accounts. Role-based permissions enable the regulation of access and management of operations.
The tech stack for the development of this platform includes React.js on the front-end, Python on the back-end, PostgreSQL as the database, and Azure cloud services. For smooth sales data transfer, the CRM supports integration with the Magento eCommerce platform, ensuring that product and sales data are synchronized in real-time.
Throughout all development stages, Dinamicka team provided team testing and QA validation, ensuring the system’s stability. The team also handled documentation, staging, and post-launch support, making sure the CRM system met the client’s operational goals.
This project showcases Dinamicka’s expertise in developing custom CRM software for the retail industry and providing digital solutions for the retail and eCommerce sectors, which is how the company helps clients to simplify their operations and obtain data-driven insights.