CRM Integration Project | RoseberryPi LLC

CRM Integration

CRM integration to improve their sales pipeline and consolidate business software

Contact Us

Project Overview

This application was created to integrate CRM tools and functionality using data from their existing tools.

.Net Framework
Identity Server
MS SQL Server

The Result

The client training requirements were significantly reduced with the consolidation of their workflows. This was especially important as the company was projected to hire 10+ new consultants and sales representatives within the next 6 months. The solution also provided the client with a more robust platform for their sales pipeline and removed conflicts caused by the multiple tools they used previously.

The Challenge

The client had existing custom software developed to provide their unique services. At the time, the client was using multiple solutions to create a sales pipeline and an underperforming CRM application independent of their existing software.

The Solution

RoseberryPi developed an integrated module for their existing custom software. This module provided CRM functionality such as, client information, activity history, document assignment, appointment scheduling, client notes, and more.

Why RoseberryPi

We provide full lifecycle, desktop, web, mobile, and business process automation development services that are secure, reliable, and innovative.

maintenance warranty

Maintenance Warranty

Up to 6 months of bug fixes
proof of concept

Proof of Concept

A POC included in total cost
agile development

Agile Methodology

Flexible & iterative development

Our Mission

Is to develop modern, reliable, and maintainable software to provide exceptional long-term value to our clients.

Contact Us
An error has occurred. This application may no longer respond until reloaded. Reload 🗙