With a growing team, new product launch, and unparalleled customer service, CommuSoft needed a CRM of their own. The goal was simple, design and build the best system to empower each department. From client services, onboarding, finance, sales, (and not forgetting us developers) everyone had their own requirements. The system needed to be fast, robust, versatile, and of course look good.
- UI Design
- User Experience
- Front-end Architecture
- Front-end Development
- Capturing user requirements and stories
- Writing specs for RESTful API
- Google Auth
Search plays a huge part of admin. Being able to find customers quickly is paramount. I built a search component that allows you to search with or without filters.
The component (a.k.a SlabSearch Like A Boss) is open-source and can be found on GitHub.
Perceived speed makes the web app feel faster (than it actually is).
Components and views reliant on server-side data have loading states. This allows things independent from the server to be shown and used immediately.
I have written a post about this technique here.
Offline? No probs
This was born following a bad spell of poor internet connection. When connection dies the web app shows a nice message saying internet connection has been lost.
App state is preserved, which means when connection returns users can resume from where they left off.
One of the perks of working on an internal system is the fun you can have with it.
The workflow to delete a client contains a few hurdles to ensure the user really...really wants to delete the client. The final confirmation makes the user type a word chosen at random :)