Customer Management System - CRM for Projects and Sites
Customers, Buildingsites, Projects, Customer File and Responsibilities
Project Description
Key Features
Customers & Buildingsites
Manage customer master data and building sites
Customer Projects
Project CRUD with links to time recording and commercial docs
Customer File Hub
Unified Kundenakte with portal access and KPI overview
Responsibilities
Code-owned responsibility events and commercial mail recipients
My Tasks
Personal dashboard tasks and reusable task templates
Area KPI Hubs
Area dashboards and maindata hub for operational overview
Technology Stack
Backend Framework
Frontend
Architecture
Data Management
Workflow
- Customer Setup: Create customers and buildingsites
- Project Creation: Open projects linked to sites and commercial documents
- Time Booking: Record project time from the time management module
- Customer File: Open the Kundenakte hub for KPIs and portal access
- Responsibilities: Assign notify/recipient roles for commercial events
- Tasks: Work personal tasks from the dashboard
- Area Hubs: Review area KPIs and master data entry points