Plan It



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Goal

Nowadays much attention is given to time-management and scheduling of the tasks, is it not? The company addressed ElateSoftware team with the idea to optimize their business processes in enterprises and make the work of employees more efficient.
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Tasks

Make a mobile application both for Android and iOS platforms with the ability to set tasks and monitor their implementation.
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Solution:

01

Reporting

The user can make an automatic configuration of a monthly or quarterly standard report, also he has the ability to create a unique report with specific metrics. Besides users have the ability to add and use documents of standard formats: .XML, .PDF, .DOC, .XLS, .JPEG, .TIFF, etc. for further storage and use.
02

CRM System

Development of a CRM system that allows storing all customer data (contact details and additional information), and also helps guiding the customer through the sales funnel: from cold contact to a successful transaction. The system helps to get process of communication with customers working well and optimize sales.
03

Data screening

The administrator sets up visibility, controls access to tasks of each department, projects, and documents. In addition, company information can be viewed by authorization via corporate email.

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