Client

A school of programming that provides various courses for learning software development and testing. The company has been operating since 2015.

Problem

First and foremost, the company wanted to optimize and automate their internal business processes. There wasn’t a convenient centralized solution for tracking leads, students, and payments. Many operations were people-based, employees maintained accounting records in Google spreadsheets, which was inconvenient. What’s more, they didn’t have user analytics and lead generation system. Having the ability to set up and analyze any business performance indicators was also desirable. Therefore, there was a need for a comprehensive solution that would solve all these challenges and have rich functionality. That’s why the organization’s leaderboard decided to build their own CRM.

Project duration

8 months, about 2500 hours

Project team

2 front-end developers, a back-end developer, a solution architect, 1 UX and 1 UI designers, a project manager, and a QA engineer.

Project goal

The key goal was to create an all-in-one solution—a custom CRM system that would enable the company to optimize such processes as lead generation, payment tracking, financial accounting, and marketing management.
Initially, the task was to build a CRM for managers to simply track leads, students, and payments. However, after thoughtful research of the client’s business needs, we realized that there were other challenges that could be resolved with the help of the software. In the end, our team developed a rich-functional CRM web application that has included financial and marketing modules.

Solution

Since the goal was to make an all-in-one solution, the development of a CRM system was rather challenging. This project included 4 main stages:
  1. Analysis of the client’s business

    Our specialists worked together with the customer to discuss the project needs and goals. As a result of this stage, we prepared a software requirements document and developed a prototype of the future CRM system.

  2. Web app design

    Since the functionality of the system was expected to be complex, an important task was to create a user-friendly intuitive design. Our UI and UX designers spent 3 weeks on solving this challenge.

  3. CRM software development

    The first thing to do was to think over the project architecture. Then, we estimated the scope of work, allocated tasks and went ahead to build a custom CRM. The duration of this stage was 5 months.

  4. Testing

    Our QA engineer tested the system either during or at the end of CRM development. This helped us deliver a quality solution according to the customer’s needs. In total, this process took 4-6 weeks.

Project implementations

Our software engineering team worked hard to deliver a scalable CRM solution and meet the technical requirements of the system: it needed to provide high performance, high speed, stable working, and offline functioning.
To accomplish these tasks, we implemented the following things.
  1. Progressive Web Apps

    PWA innovative technology was used according to the offline-first principle to make a CRM application work offline when necessary. We also implemented a WebSocket connection with a back-end for updating data in real-time. In case there is no Internet, the app works completely offline and as soon as the Internet appears, changes between front-end and back-end are synchronized.

  2. DevOps architecture

    It was used for providing the smooth performance of the system. We implemented Zero-downtime deployment to elastically scale the project: as it grows, a CRM application doesn’t stop working for even a second.

  3. AWS (Amazon Web Services) Auto Scaling

    It was used to easily set up the project scaling for multiple resources across multiple services. What’s more, the service monitors the app functioning and automatically adjusts the capacity to maintain the performance at the desired level. In addition, it enables to pay for the servers only when they are needed (e.g., at peak load) thus reducing costs.

  4. CI/CD (continuous integration/continuous deployment)

    Automatic testing at all stages (development, test, stage, release) won’t allow to accidentally deploy a non-working CRM system. Moreover, the use of CI/CD practice let us build and deploy the application much faster, quickly detect errors, and write code of a higher quality.

  5. Microservices architecture

    As the project was going to be large and complex, we decided to build this type of architecture. This way, we got the ability to easily integrate new functionality as well as scale only those microservices that have an increasing load. Also, if some microservice fails, it doesn’t interrupt the whole system.

Features of a CRM system

We created a custom CRM solution that consists of financial and marketing parts and provides the following functionality:
  • Flexible CRM settings
  • User authorization
  • Access permissions
  • Offline availability
  • Real-time update
  • Recognition of income and expenses
  • Report generation in PDF and Microsoft Office
  • Financial statistics (CAC, LTV, etc.)
  • Analysis of statistical and financial information without an Internet connection
  • Accounting for marketing in different sections (by channel, by sales, by date, etc.)
  • Three funnels: leads, sales, students
  • Integration with Google Ads, Yandex.Direct
  • Integration with social media: Facebook, Vkontakte

Result

The client integrated a custom CRM software system that allowed the company to increase sales conversion by 60% and ROMI—by 3 times. This web application enables to quickly analyze and manage various traffic sources, set and monitor such business indicators as CAP, LTV, ROI, EBITDA, etc. with no need for other tools.

What TeachMeSkills says

client review, Illia Rublevski from TeachMeSkills
Illia Rublevski

CEO, TeachMeSkills

From the first day of cooperation, Arateg demonstrates high professionalism and commitment to the project. They did a great job analyzing our business processes and found the right solution.

We're satisfied with the quality of work and hope on long-term cooperation. Highly recommend Arateg as a reliable IT partner.

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