The Accounting Customer Relationship Management (CRM) platform is software that helps accountants and finance professionals manage customer data and relationships, increase productivity, reduce workload, and streamline processes.
CRM for finance and accounting opens up even more new opportunities for companies:Lead Management
Storage of customer data and documents
Customer Relationship Management
Safety
Self-service for customers
Optional control
Analytics and reporting
In the process of developing CRM for accounting outsourcing, different technologies and frameworks can be involved. The choice of the optimal stack depends on what functions the future platform will perform and what tasks the client wants to operate.
To create a Backend, Python, PHP, their frameworks or Node.js and Java can be used.
Step 1. Information gatheringTo collect the necessary information, analysts turn to the analysis of solutions that are already on the market and conduct meetings with the client.Step 2. Design and technical documentationSpecialists are working on the creation of technical documentation, which includes the creation of a mockup (prototype of the future system), a full description of the functionality being developed, the stack of technologies used, and a work implementation plan. The terms and cost of project production are calculated on the basis of this documentation.
Step 3. DesignA high concentration of functionality is something that such a multitasking tool as CRM for an accountant cannot do without. UI designers are faced with the challenge of maintaining a user-friendly and intuitive user interface, regardless of the scale of the customer relationship management system.Specialists create a system design completely from scratch or using ready-made components for building interfaces. The second option significantly increases the implementation speed.
Step 4. ProgrammingThe technical part of the development of CRM for an accounting firm is the most complex and labor-intensive stage, divided into two components:
Designing a user interface for interactions with end users: accountants or financiers. It creates a corresponding vicious circle of receiving a request, sending it to the server, and then displaying the result. Implementing a front-end with HTML and CSS takes less time than reactive development with Vue.js or React.js, and is a less expensive option.
Creation of the CRM server part, which is responsible for processing incoming requests, working with databases and interacting with external APIs.
Step 5: Test and DeployAfter the completion of the technical development of CRM, a thorough testing is carried out, which includes the following criteria:
Ready-made CRM for an accounting company is hosted on a public server and becomes available to users. After that, the developers communicate with your business employees and train them on how to use the new software.
AVADA MEDIA has extensive experience in the development of software for financial accounting. We conduct business analysis: we determine the features and goals of the company, its structure, and also focus on the goals and objectives of the CRM system itself.
Our company is engaged in the design and development of convenient and multifunctional interprise-scale CRM systems on a turnkey basis. Our staff has already formed teams of experienced professionals who, with the help of a modern set of technologies, can implement a project of any complexity.
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