The Ultimate CRM for HR, Finance, Website & Team Management

To ensure both security and ease of use, our CRM implements a structured access control system, allowing users to interact only with the data and features relevant to their roles. We've integrated Pundit, a powerful authorization library, to define and enforce these role-based access rules, ensuring secure and efficient user management.

• Administrators have full control over the CRM, managing users, access levels, and system settings. They oversee internal processes and adjust the platform as needed.
• Employees can update their profiles, track salaries, request vacations, and use other key features.
• Recruiters and HR specialists handle hiring, onboarding, job openings, and candidate databases.
• Finance teams manage payment methods, financial records, and invoices.

By leveraging Pundit, we maintain granular control over permissions, ensuring that only authorized users can access sensitive information, such as financial records or employee data. This approach balances security with flexibility, making the CRM both secure and user-friendly

The CRM platform is designed with a well-structured navigation menu, with different blocks depending on the user's access. Each section contains relevant subsections, ensuring seamless access to necessary tools and improving workflow efficiency across the company. Below is an overview of the key sections and their features:

Each employee has a profile containing personal information, achievements, language skills, hobbies, and assigned equipment. Additionally, this section includes vacation tracking, leave requests, and approvals, as well as salary details, bonuses, and payment history.

This section serves as a centralized database of all personnel, featuring both active team members and former staff and contractors for reference and rehiring.

The internal knowledge base stores company guidelines, policies, and procedural documents for easy reference.

It includes tools for monitoring employees and tracking resources. It encompasses time tracking for payroll and productivity analysis, a system for tracking issued equipment, and a reports section for generating various HR and operational reports.

This section manages company-related digital content, including app cost estimates for development budgeting, content management functionality for the company’s blog, feedback collection and analysis, project case studies, and an overview of tools and frameworks in use.

Displays important dates such as holidays, employee birthdays, and sick leaves. It helps the team stay informed, plan work in advance, and account for colleagues' absences.

Facilitates structured meetings between employees and managers, allowing for regular communication, feedback, and performance tracking.

A leave management system where employees track vacation days, submit requests, and review approvals to ensure efficient workforce planning.

Tracks and manages the company's reward program. It includes an overview of available gifts, logs of redeemed gifts, and admin tools for overseeing the rewards system.

Contains admin configuration tools, including a gamification system with an Achievements section. Employees can earn rewards for various actions related to learning, engagement, development, and recruiting new people. For example, users earn titles like "Professor" for hosting a workshop or "English Man" for attending a Speaking Club. This system adds extra motivation and fosters community involvement.

In conclusion, developing our own CRM system has proven to be a game-changer for our company. By building a platform that integrates essential functions like HR, finance, recruiting, and corporate culture, we’ve created a solution that’s not only tailored to our specific needs but also enhances collaboration, streamlines processes, and ensures a more efficient workflow across departments. This experience has also deepened our expertise in custom CMS development, allowing us to build flexible, scalable solutions that adapt to evolving business demands.

Nevertheless, our team continuously works on new features and improvements to make the system even more efficient and user-friendly. We always refine the functionality based on internal feedback and evolving business needs. Moreover, we can develop products for other businesses, tailoring them to unique workflows and requirements.