RPG CRM

Customized application for optimizing operational processes and customer relations in a security company

Introduction

RPG is a complex CRM system, specifically developed to optimize the operations of a security company. This platform integrates multiple functionalities, from managing clients and security points to tracking installation projects and invoices.

Challenge

Before implementing RPG, the security company faced the following challenges:

Lack of a centralized platform: Information was scattered across various files and applications, making it difficult to access and analyze data.
Difficulties in tracking projects: Installation teams lacked clear visibility into project status, leading to delays and inefficient resource management.
Ineffective communication between departments: The lack of a common platform made collaboration between sales, installation, and accounting departments difficult.

Our solution

RPG offers a complete solution to these challenges, through the following functionalities:

Customer and security point management: The system centralizes all information about customers, security points, contracts and services offered.
Tracking assembly projects: The platform allows the creation of detailed projects, with task assignment and real-time progress tracking.
Materials and inventory management: The system allows the inventory of materials, the creation of supply requests and the tracking of consumption.
Generation of offers and contracts: The platform allows the creation of personalized offers and the automatic generation of contracts.
Invoicing and accounting: The system integrates billing functionalities and can be connected to existing accounting systems.

Technologies Used

React and Node.js: The combination of React for the user interface and Node.js for the backend allowed the development of a robust, scalable and easy-to-maintain web application.

Results

The RPG implementation brought the following benefits to the security company:

Increased efficiency: Process automation reduced the time needed to manage projects and improved productivity.
Improved service quality: Detailed project tracking allowed for better planning and reduced errors.
Data-driven decision-making: The reports generated by the system provide a clear picture of the company’s performance and allow the identification of improvement opportunities.
Improved collaboration: The platform facilitates communication and collaboration between different departments.

Conclusion

RPG is a powerful CRM system, designed specifically to meet the specific needs of a security company. By centralizing information and automating processes, the platform helps increase efficiency, improve service quality, and make more informed decisions.