Portfolio Details ✨

From Idea to Execution

CA-CRM – Client & Workflow Management System
(Development in progress)

This is a preview of a CA-CRM platform currently under development, designed to support Chartered Accountancy firms with structured client, user, and service management through a centralized system.

The platform is planned to cover essential practice workflows such as client handling, task management, billing, and internal announcements. Detailed functionality and live implementation will be finalized during later development stages.

  • Services: CRM Design & Development
  • Client: (Confidential – Development Phase)
  • Industry: Chartered Accountancy & Finance
  • Frontend Technology: ReactJS, Reactstrap, Material UI, Redux
  • Backend Technology: Java, MySQL, Gradle, JWT Auth

    • Page Objective

    The objective of this page is to present the planned structure, layout, and user flow of the CA-CRM platform currently under development. It serves as a conceptual overview to demonstrate how core features and workflows will be organized in the final system.

    • Check Icon User Creation & Management
    • Check Icon Client Creation & Management
    • Check Icon Service-Based Client Categorization
    • Check Icon Task Management & Tracking
    • Check Icon Invoice & Receipt Generation
    • Check Icon Banner Management for Announcements

    Temporary Note

    This page represents an in-progress CA-CRM project and is shared for design and concept reference only. Final functionality and live implementation details will be added in later development stages.