CRM system for construction project management

The client approached our team with a request to finalize the existing CRM system in order to create an accounting module for the processes of the construction company. The main task was to develop new functionality integrated with a special Tracker using API integration tools, ensuring effective project and task management.

We conducted a detailed analysis of the current version of the CRM system to understand the architecture and integration capabilities of the new module, and set the following tasks:

1. Create a new service that provides connection to the Tracker API using API integration tools.

2. Develop a mechanism for synchronizing the new service with the existing components of the CRM development.

3. Create algorithms that guarantee accurate synchronization of task statuses from Tracker to the new module through custom CRM development.

4. Develop a backend corresponding to the new data model using Nest.js and PostgreSQL integration, enabling effective management of project and task information.

As a result, a module has been created that provides the following advantages:

• Receive real-time data on tasks, their statuses, and comments.
• Easy adaptation to the changing business processes of the construction company, allowing the client to quickly respond to market changes.

Thus, the client received a custom CRM solution that improved project and task management. Integration with the Tracker has increased team efficiency, reduced time spent on task administration, and improved overall productivity. The new module made the client more competitive, opening new opportunities for business growth and development.