CRM System to Manage Customers’ Requests, Debts, Complaints, Documents at the Trading Company

Project Description

CRM (customer relationship management) web system for trading systems to manage client’s debts, complaints, comments and documents.  The CRM user interface is web thin-client, which uses internet browser to access this system. 

The server side provides role-based functionality for different users types. 

Technical features:

  • Target server platform: Windows 2003 Server, IIS 6.0 and more.

  • Target client browsers: IE 6.0 and Fire Fox 1.0.

  • GUI Framework: ASP.Net 2.0.

  • Data sources: SQL server

  • Data accesses: ADO.Net

  • GUI features: DHTML, AJAX

  • Localization resources: resx files. 

Business-logic features: 

  • Manage client’s debts, complaints, comments and documents. 

  • Role-based framework. 

  • Report system based on generation Microsoft Excel files. 

Managements and resources: 

  • Time line (versions 1.0 - 2.2): 2005 - 2008 

  • Resources: manager, team of developers and testers

  • Development methodology: adopted RUP

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