Project scope
Development in this project covers the following capabilities, providing a reference for defining your own business system.
- Lead, customer, deal and project management
- Quotations, invoices, receipts and payment recording
- Document signing workflows with signer OTP verification
- Payroll workflows, journal entries and report exports
Project technologies
Next.js · NestJS · Prisma · PostgreSQL
Connecting customer information across sales workflows
ByteMatrix CRM illustrates development connecting customers with deals, projects and business documents. Signing and approval form part of document workflows, while reports and exports help teams use the records in day-to-day work.
Delivery process and handover
Agree on requirements and acceptance criteria, design screens, then develop and review in stages before launch. Source code, documentation, training and support are defined in the agreement. External service costs and timelines depend on the selected systems.
Updated · ByteMatrix