work project · Jan 2023 – Feb 2025Fsd CRM
A customer relations and support app that brings companies, licenses, requests, offers and account statements into one panel.
Scattered customer tracking
Customer requests, licenses, offers and account movements lived in different places; the full picture of a company was not on one screen.
One customer panel
I built a CRM centred on the company profile: dashboard, company and user management, support request flow, multi-currency quotes and account statements. When support opens a company, they see its licenses, open requests and balance on one screen. In February 2025 I also finished the documentation and marketing sites and the virtual POS integration.
Dashboard
Request and license statuses, notes, monthly sales and an agenda.
Company profile
Overview, requests, licenses, sales and offers (TRY/EUR/USD), users and account statement.
Request management
Status and date filters; files, comments, priority and read receipts.
Offers and proforma
Offers with discount and VAT, copying, proforma invoices.
Reporting
Monthly Excel report and daily exchange-rate fetch.