Raisis CRM

Raisis CRM is an advanced system created for companies, offering a complete solution for managing offers, appointments, car fleet and customers.

Introduction

Raisis CRM is an advanced CRM system, designed to support companies that need a complete solution for managing offers, work schedules, fleet management and customer management. The project was created to provide an intuitive and efficient platform that optimizes these essential processes in a dynamic business environment.

Challenge

Before implementing Raisis CRM, many companies faced the following challenges:

Lack of a centralized platform: Information about offers, schedules, fleets, and customers was scattered across various files and applications, making it difficult to access and analyze data.
Difficulties in scheduling management: Work schedules were not well organized, leading to delays and scheduling conflicts.
Inefficient document and reporting management: The document management process was manual, leading to errors and delays in generating reports.
Poor customer relations: The lack of a centralized system made it difficult to maintain effective customer relations, thus affecting customer satisfaction.

Our solution

To meet these challenges, Raisis Software developed Raisis CRM with the following key features:

Intuitive and user-friendly interface: The interface design was made to facilitate the use of the system by the teams involved, using clear visual elements and a logical information structure.
Quote management: The system allows the creation, tracking and management of quotes, ensuring their fast and efficient processing.
Work schedules: Raisis CRM facilitates the organization and management of work schedules, reducing conflicts and delays.
Fleet management: The system offers functionalities for tracking the status of vehicles, their maintenance and allocation, optimizing the use of resources.
Customer management: Raisis CRM centralizes customer information, allowing teams to maintain efficient relationships and improve their satisfaction.
Reports and analysis: The system generates detailed performance reports, providing management teams with the information they need to make informed decisions.

Technologies Used

For the development of Raisis CRM, we used the following technologies:

Frontend: React – a popular JavaScript library for creating dynamic and high-performance user interfaces.
Backend: NestJS – a robust Node.js framework, which allowed the development of a scalable and easy-to-maintain backend.
Database: PostgreSQL – a stable and flexible relational database management system.

Results

Implementing Raisis CRM has brought the following benefits to our clients:

Increased operational efficiency: Teams can now manage more requests and appointments simultaneously, reducing the time needed to complete a job.
Improved service quality: Customers benefit from a better experience, thanks to more efficient communication and more accurate job tracking.
Optimal resource utilization: Efficient fleet management allows for optimal vehicle utilization, reducing costs and improving their availability.
Data-driven decision-making: Management teams can use the data provided by the system to identify trends and optimize operational strategies.

Conclusion

Raisis CRM is a robust and innovative solution for the efficient management of offers, work schedules, fleets and customer relations. By integrating modern technologies and an intuitive interface, the platform offers numerous advantages that contribute to increasing operational efficiency and improving the quality of services offered by companies.