It was necessary to develop a customer relationship management (CRM) system for a support service that manages transport related documentation and communication with clients. The system needed to provide a fast and convenient interface, allowing operators to handle client requests and track updates in real time.
The CRM also had to support the company's core services related to drivers, trucks, trailers, and insurance documentation. An additional requirement was to allow clients to submit required documents through a unique secure link without needing direct access to the system.
CRM System Requirements:
- Operators should be able to handle and process requests sent by clients.
- The system should automatically process email responses from support service workers.
- Ability to view statistics related to operator performance and request categories.
- Activity logging to track system actions and request updates.
- Document deadline monitoring and document review management.






