Banex

The challenge

As the consulting company grew, tracking team workload, time spent on tasks and the location of documents became harder. Processes were spread across 1C, email and other services. Staff manually moved information, requested documents from clients and managed multiple deadlines at once.

The solution

I developed a complete CRM for Banex that brought the company’s core operations into one platform.

• People and tasks. Managers see team workload, active and overdue tasks, and time spent on work in one place.
• Client records. Company details, contracts, documents, payments, tasks and work history are collected in each client’s record.
• Documents and 1C. Documents are stored in the CRM, with some data and files arriving automatically from connected systems, including 1C.
• Document requests. Staff send a request through the platform; the client uploads the file and it appears in the correct client record.
• Contracts and deadlines. Contract statuses, versions, validity dates and approvals are tracked, with notifications for important events.
• Access permissions. Each employee’s access to clients, documents, tasks, reports and other areas can be configured individually.
• Analytics. The dashboard brings together workload, overdue tasks and documents, client balances, revenue and hours spent.
• Internal tools. Calendars, payments, reports, reference data, mailings and instructions are part of the same working system.

The outcome

Instead of several disconnected services, the company received one system for managing clients, documents, tasks and deadlines. Management can see the overall picture. The project focused on bringing real business processes into one platform and reducing repetitive manual work.