Search for young talents to join our dev team Search for young talents to join our dev teamMobile

CRM / HRM System

CRM/HRM System

Case Overview

Orion emerged as a comprehensive developed solution by Soft Pro to address the growing needs of IT and product companies seeking to streamline their operations. This integrated CRM and HRM system was developed in response to the fragmented nature of existing management tools, offering a unified platform that seamlessly brings together customer relationship management, human resources, project management, and financial operations under one roof.

The Goal

The primary objective was to manage customer relationships and internal operations by creating a comprehensive system that eliminates the need for multiple software solutions. Orion aims to provide a single source of truth for all company activities, enabling better decision-making through accurate data collection and analysis. The system was engineered to be highly adaptable to various IT company structures while maintaining an intuitive user experience and operational efficiency.

Challenges

The development team faced several significant hurdles in creating this integrated solution:

  • Fragmented Information Management: Companies were struggling with data scattered across multiple platforms, leading to inefficiencies and inconsistencies between customer and internal data

  • Time Tracking Complexity: Existing systems failed to capture accurate time data, affecting client billing and resource allocation

  • Resource Management Issues: Difficulty in efficiently distributing staff across multiple projects while maintaining optimal productivity and customer satisfaction

  • Reporting Inefficiencies: Manual compilation of management reports was time-consuming and prone to errors

  • Vacation and Leave Management: Complex calculations and tracking of employee time off and available days

  • Project Visibility: Limited oversight of project progress, customer expectations, and resource utilization

  • Asset Tracking: Inefficient systems for managing company equipment and resources

Hrm System 1

SortPro took on the task of creating an all-inclusive CRM/HRM platform that would enable companies to handle all of these operations in an easy-to-use manner, hence lowering complexity and increasing workflow effectiveness.

 

The Process

The development team implemented a systematic approach to creating a comprehensive solution:

Relations Management System:

  • Created robust account management for employees, clients, and partners

  • Implemented relationship tracking between different entities

  • Developed customizable access levels for different user types

Time Tracking Implementation:

  • Designed a user-friendly time-logging interface

  • Integrated automatic time calculation features

  • Created project-specific time-tracking capabilities

Financial Systems Integration:

  • Built automated invoice generation

  • Integrated banking systems

  • Developed comprehensive financial reporting tools

Human Resources Management:

  • Created automated salary calculation systems

  • Implemented bonus and compensation tracking

  • Developed vacation and sick day management tools

  • Added performance review and career development tracking

The Tech Stack

Our backend infrastructure was built using a robust combination of modern technologies:

Primary Backend: .NET Framework + ASP.NET Core

  • Core Application Logic: Implemented using ASP.NET Core, leveraging its powerful dependency injection, MVC architecture, and microservices capabilities

  • RESTful API Development: Built with ASP.NET Web API, enabling seamless communication between front-end and back-end

  • Business Logic Layer: Utilized C# Services and Dependency Injection to handle complex business processes like salary calculations and project management

  • Security Implementation: ASP.NET Identity with JWT authentication and OAuth 2.0, ensuring secure access to system resources

  • Data Access Layer: Entity Framework Core (EF Core) for efficient database operations, ORM mapping, and transaction management

Screenshot At Feb 07 18 10 00

Supporting Backend Services: Umbraco CMS + .NET Core

  • Content Management: Integrated with Umbraco CMS for flexible content handling and dynamic page management

  • Real-time Features: Implemented using SignalR for real-time notifications and live data updates

  • Background Job Processing: Managed with Hangfire for scheduling background tasks like report generation and email dispatching

  • API Integration Layer: Built lightweight microservices using .NET Core for handling third-party integrations

Frontend Technologies

Our frontend stack was chosen for optimal performance and user experience:

  • Application Structure: Built using React 18 with TypeScript for type safety and better code maintainability

  • State Management:

    • Redux Toolkit for global state management

    • RTK Query for efficient API data fetching and caching

    • React Query for complex data synchronization

Result 

  • Customer Relationship Management: 65% increase in customer satisfaction scores due to improved communication and project visibility

  • Financial Processing: 90% reduction in invoice processing time, with automated generation and validation saving 12 hours per week for accounting staff

  • Resource Allocation: 45% improvement in resource utilization across projects through better visibility and planning tools

  • HR Process Efficiency: 70% faster vacation and sick leave processing, reducing approval time from 2 days to 4 hours

  • System Adoption: 92% of employees actively use the system daily within the first month of implementation

  • Talent Retention: 30% improvement in employee retention rates through better career development tracking and performance management

Its comprehensive approach has eliminated the need for multiple systems while providing accurate, real-time data for better decision-making and improved customer relationships.

To find out how we can help you achieve business success and operational efficiency, get in touch with us right now.