CRM for Services - Nevacert
Develop a custom, convenient CRM system for a specific niche business, containing only the functions, buttons, and information that this particular business needs. Nothing extra, but plenty of what's most essential.
In 2022, one of our regular website development clients approached us with a new task.
«We need our own specialized CRM. We tried Bitrix, Megaplan, 1C, and many others — none fit. We want nothing extra, only what we specifically need.»
Artyom, founder of the «Nevacert» certification service
In any deal, you can create an unlimited number of checklists, with an unlimited number of nested items. Each item can have its own due date.
The entire checklist can have its own due date.
A description is created once, notes — you can write and reply to each other using quoting, attachments, etc. Thus, the entire conversation for a specific deal, along with all working, intermediate, and reference materials, stays within the deal.
The need for a bunch of online chats (WhatsApp, Telegram, Discord) disappeared after implementing this feature.
All necessary stakeholders are entered into the system, and all information is stored, including work correspondence linked to a specific deal directly with files — inside that very deal.
A highly detailed event log of everything that happened with the deal. Virtually any change made to the deal is recorded as an event. Who, when, what exactly, a link to the relevant information (e.g., a new note), added or removed responsible parties and executors for the deal — everything is stored in History.
A deal can have one Responsible person — and any number of executors. Need to involve employees from different departments to work on a single deal? Great, add them. Have certain people finished their work on the deal or have executors changed? Great, remove the unnecessary ones, add the needed ones. No limit on quantity.
When creating a deal or later, you can set an implementation period for this deal. As a range, a specific day — however you like.
Depending on the set date, the deal will be highlighted in red, yellow, or green at different times to draw attention.
In addition to setting a Date for a deal, you can set a date for a created checklist and even for a checklist item.
Super convenient when you need to request a specific set of documents, some of which are due by a strictly specific date.
A massive section with super-detailed elaboration — so that all the right people in the system receive the right notifications about changes.
Ability to create, customize appearance, manage tags on boards/in search/in filters
Each company can have an unlimited number of contacts attached
In the client company card, you can view all deals for this client and information about them
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