Task
The main idea of the project was to redefine the CRM logic, improve user experience and implement good-looking UI
Our team managed to complete the task in short term (about 1 month), fulfilled all client`s requirements and move the system to mobile platform
Challenges
Task and requirements
Challenges and implemented features
CRM pages
Comments page
2 types of comments: general comment and notification.
Every comment has it`s own status: yellow - comment by operator, blue - comment by client, red - comment was left after client had received credit refusal
Credit history page
2 types of comments: general comment and notification.
Every comment has it`s own status: yellow - comment by operator, blue - comment by client, red - comment was left after client had received credit refusal
Scoring page
Full review of client`s rating based on credit history, activity
and calculation of encouraged and maximum amount of credit
Denial history page
Overview of previous denial history of the client, report preperation
Transactions page
Full transaction history of client including the source of the transaction, type and appointment
SMS page
Overview of previous denial history of the client, report preperation
Documents page
All client`s documents, credit contracts, additional docs in one page
Bonus page
Bonuses income and outcome with bonus statistic, remaining bonuses
Desktop pages
Mobile adaptation
TEAM
Design Director
Designer
Manage
Client
Дмитрий Киселёв
Denis Sizemov
Manager
Evgeniy
Designer
Лада Жигулина
Designer
Олег Ефимов
Designer
Данил Белоконь
Designer
Сергей Мисникас
Designer
Максим Кичук