CRM

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Design, development and evolution of a complete and modular CRM, designed to meet various commercial management, production and customer tracking needs. The application (web and PWA) integrates with Sage X3 and has an offline mode to remain functional even without connection.

• 🎯 Main Contributions
• - Exchange with Indian contractors who had started the project.
• - Architecture design and technical specifications.
• - Mockup created with Adobe Xd and Figma before development.
• - Front-end development (responsive UI/UX, drag & drop, PWA) and back-end (API, Sage X3 integration, offline management).
• - Production deployment, server setup and QA environments.
• - Supervision and mentoring of 4 apprentices: task distribution, monitoring, workload estimation.
• - Technical and functional documentation writing.
• 🔧 Main Modules Developed
• News:
• - internal information flow, designed and developed with apprentice support.
• - Dashboards:
• - revenue tracking, top products, top clients, activity reports, opportunity statistics, with numerous filters and exports.
• Users & Teams:
• - advanced user management (with/without license), filters, team assignment (e.g. "South-East"), fine access rights management via customizable profiles.
• Products & Shelving:
• - Enriched catalog (stocks, prices, restocking, multiple filters).
• - Integrated cart for quick orders.
• - Fully customizable drag & drop shelving tool (dimensions, automatic capacity calculation), with PDF export to facilitate store implementation.
• Media Management:
• - Centralization of documents and images (invoices, client visuals, etc.), categorization, filters and classification.
• Customer Relationship Management:
• - Complete listing with advanced filters (typology, size, brand, assigned salesperson...).
• - Enriched client files (ERP synchronization, payment conditions, coverage rate, competitors, activities, opportunities, detailed revenue...).
• - Orders and tasks accessible directly from client file.
• Sales Management:
• - Quotes, orders, delivery notes and invoices with filters, CSV/PDF export and email sending.
• - Detailed files (items, fees, discounts, addresses, delivery dates, comments...).
• Event Management:
• - Collaborative calendar (day/week/month view), private event anonymization.
• - Task creation and tracking (late, in progress, completed) and detailed activity reports (content, location, contacts, attachments, associated appointments...).
• Commercial Portfolio:
• - Opportunity management (customizable sales cycle, personalized steps, amount/success probability tracking, associated competitors, linked media).
• Offline Mode (PWA):
• - local synchronization (SQLite) of clients, orders, product prices, etc., allowing use without network (e.g. warehouse like Faraday cage). Delayed and selective synchronization when back online to avoid conflicts.

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Personalisation up to 75% on the CRM, 40% reduction in commercial processing time

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