🖥️ CRM Elphicom
CRM platform developed over 3 months during my end-of-studies internship at Soft Concept, a Lyon-based software publisher specializing in survey solutions (satisfaction, social barometers, HR surveys)
📝 Overview
Elphicom is a French company specializing in telephony and operator services. This CRM efficiently manages: clients and prospects, contracts and associated documents, call and intervention tracking.
🛠️ Technologies used
- HTML, CSS, JavaScript
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Internal tools:
- Net-Survey: questionnaire creation
- Ethnos: survey data analysis
- Web Reports: application development and deployment
🗂️ Application structure
- 📇 Clients and prospects: view, edit, delete (only for prospects)
- 📃 Contracts: color-coded status (expired, to monitor, active), renew or removal
- 📞 Calls: manage history with date, contact, reason and follow-up actions
- 📑 Document library: Word, Excel, PDF files...
⚙️ Additional features
- 📑 Detailed client records: contact, SIRET number, linked applications (Zendesk, Forest)
- 📋 Field intervention reports via Mobi-Survey (offline mode)
- 👥 Manage users (Administrator, Supervisor, Sales)
📈 Usage
The application is used daily by around twenty collaborators for client follow-up and commercial and technical management.
©Soft Concept 2021