Mechtex CRM Web Application
PROJECT INSIGHTS
Mechtex CRM boasts a comprehensive suite of features designed to optimize sales processes and enhance overall business management. It provides robust contact management, enabling a centralized database for storing and managing prospect and customer information. Lead management tools facilitate capturing, qualifying, and nurturing leads through the sales funnel, while opportunity management allows for tracking and managing sales opportunities, including proposals, quotes, and follow-ups. The system handles order management for sample, pilot, and bulk order requests, from initial request to fulfillment. Real-time inventory management tracks inventory levels, including stock alerts and reporting, and sales forecasting leverages predictive analytics to project future sales. Customizable dashboards and reports provide deep insights into sales performance.
Beyond sales, Mechtex CRM also offers integrated HR functionalities. Employee management features allow for managing employee master data, including contact information, roles, and performance reviews. Automated leave management streamlines employee leave requests, approvals, and tracking. Task management enables assigning, tracking, and managing tasks for sales and other teams. Communication and collaboration tools facilitate internal team interaction. Workflow automation streamlines key sales processes, such as lead assignment and follow-up reminders. Role-based access control ensures data security, and API integrations with accounting and ERP systems allow for seamless data exchange.
next.Js
EXPRESS.Js
NODE.JS
MongoDb
Sendgrid
vercel
digital ocean
novu
TAILWIND CSS
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Service Provided
Web App Development
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Industry
Manufacturing & Sales
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Published​
May 2021
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Client
Mechtex
OPPORTUNITY FOR IMPROVEMENTS
Mechtex, a manufacturing company, faced challenges with disparate systems and manual processes for managing their sales pipeline. This resulted in inefficiencies, lack of visibility into sales performance, difficulty tracking leads, and cumbersome HR administration. They needed a centralized system to streamline sales operations, improve reporting, and simplify HR tasks.
PROJECT DELIVERY PROCESS
Development team delivered the application within 70 Days
Accomplishments & Impact
Increased Sales Efficiency: The CRM has streamlined the sales process, leading to improved sales team productivity and increased conversion rates.
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Real-time dashboards and reports provide clear visibility into sales performance, enabling data-driven decision-making.
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Improved lead capture and nurturing processes have resulted in more qualified leads and increased sales opportunities.
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Automated leave management and task management have reduced the administrative burden on HR staff.
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Deep level analytics provide valuable insights into sales trends, customer behavior, and product performance.
