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CRM System (UK Client)

Full Stack EngineerOne Space Co. LTD2021 — 2023
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CRM System (UK Client) — Screenshot 1
CRM System (UK Client) — Screenshot 2

Key Highlights

  • 40% reduction in claims processing time
  • End-to-end claims lifecycle management
  • UK data protection compliance
  • Advanced analytics and reporting
ReactNode.jsExpressMongoDBAnalytics

CRM System for UK Client

Overview

Developed and implemented a comprehensive Customer Relationship Management system for a UK-based client, integrating claims management, client data handling, and document management with robust reporting capabilities.

Key Modules

  • Claims Management — End-to-end claims lifecycle from submission to resolution
  • Client Management — 360-degree client profiles with interaction history
  • Document Management — Secure document upload, categorization, and retrieval
  • Reporting & Analytics — Custom dashboards, export capabilities, and trend analysis
  • Workflow Automation — Configurable approval chains and notification triggers
  • Audit Trail — Complete history of all actions for compliance

    • Technical Implementation

  • Role-based access control with fine-grained permissions
  • RESTful API architecture with comprehensive documentation
  • Real-time notifications for claim status updates
  • Advanced search with filters across all modules
  • Data export in multiple formats (CSV, PDF, Excel)

    • Results

  • 40% reduction in claims processing time
  • Streamlined client data management
  • Improved decision-making through analytics
  • Full compliance with data protection requirements
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