ClubCRM – Empowering Businesses with Customizable CRM Solutions

How It Works

ClubCRM operates as a multi-tenant application, allowing businesses to manage leads, convert them into deals, handle tasks, send emails, execute campaigns, automate workflows, integrate with e-commerce platforms, and leverage Zoho Desktop for graph integration.

Core Features

• Lead Generation: Users can capture leads efficiently through their employees and track their progress within the CRM.
• Deal Management: The CRM enables businesses to manage and convert leads into actual deals, facilitating effective sales pipeline management.
• Multiple Organization Management: Customers can manage multiple organizations within a single CRM instance, keeping their operations streamlined.
• Tasks Management: Users can create and assign tasks, ensuring that critical activities are tracked and completed on time.

Challenges We Faced

• Nylas Integration: Integrating Nylas API for email functionality required extensive research and development for our team, overcoming issues related to Oro CRM and Nylas integration.
• Multi-Tenancy: Converting the CRM into a multi-tenant application reduced storage consumption and streamlined the deployment process, saving costs and enhancing scalability.
• E-commerce Integration: Seamlessly integrating Sylius E-commerce platform with ClubCRM eliminated the need for separate accounts, enabling a shared session and improved user experience.

Solutions We Provided

• Our development team conducted in-depth research, R&D, and extensive testing. We implemented custom solutions such as overriding the core email integration feature of Oro CRM for Nylas integration.
• We restructured the application into a multi-tenant architecture, optimizing storage usage and simplifying the deployment process. The integration with Sylius E-commerce platform was flawlessly executed, ensuring a unified user experience.

Tech Stack Used

• Oro CRM built on the Symfony framework,
• Backbone.js, Chaplin, and jQuery for frontend development.
• AWS EC2 and RDS were used for hosting MySQL databases,
• AWS Elastic Search facilitated efficient search functionality, and
• Integrations were made with Zoho Graph Dashboard API.
• Webhooks and make.com were employed for automations, and

Team Members Involved

We provided our client- ClubCRM a skilled, experienced and dedicated team comprising,

• Backend and frontend developers
• CRM specialists
• UI/UX designers
• Quality assurance engineers
• Project managers

Results We Got

• Streamlined Sales Processes: The CRM empowered our client and their business to efficiently manage leads, track deals, and streamline their sales pipelines.
• Enhanced Customer Relationship Management: Effective lead generation, task management, and email integration improved customer interactions of the business and relationship management.
• Seamless E-commerce Integration: Integration with Sylius provided a seamless experience for managing online sales, eliminating the need for separate accounts and improving data synchronization.