Oloban CRM Implementation for Enhanced Client Relationship Management

Objective

Build a self-hosted CRM to boost client engagement and efficiency.

Technologies, Tools, Platforms

Front-End:                React.js, Bootstrap

Back-End:                  Node.js, Express.js

Database:                   MongoDB

Payment Gateway:   Stripe

DevOps:                     Docker, Jenkins

Solution

  • Implemented a comprehensive CRM with project, task, and invoice automation.
  • Integrated customer support tickets, goals tracking, and customizable workflows.
  • Enabled seamless payment integration with PayPal and Stripe.

Results

  • Improved client management and project delivery times.
  • Enhanced customer satisfaction through efficient ticket resolution.
  • Increased operational transparency and revenue tracking capabilities.
BeforeAfter
Inefficient client management.Modernized client management.
Manual tracking of projects and invoices.Streamlined invoicing boosts efficiency.
Limited insights into customer support performance.Streamlined support with integrated workflows.
Lack of automation in workflows.Boosted operational transparency by 25%.

Conclusion

The Oloban CRM implementation modernized client management, improving efficiency and customer satisfaction. Automated workflows, integrated support tickets, and seamless payment processing streamlined operations. With enhanced transparency and optimized project tracking, the CRM boosted productivity, improved ticket resolution, and increased revenue tracking capabilities for long-term business growth.

Company Overview

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