React-Based Modular CRM System Development for a Global Enterprise

The Client

Our client is a well-established multinational software company with a 30-year track record of developing enterprise-level applications. They specialize in creating adaptable systems for various industries, including cloud platforms, billing systems, and retail solutions.

The company's commitment to quality has earned them industry recognition, with one of their key products receiving multiple "Technology of the Year" awards.

Recognizing diverse business needs, the company offers both configurable and custom-built options. They also allow customization of their branded products, ensuring each client can optimize their operations effectively.

Binary Studio has seamlessly integrated into our team.

Their commitment to meeting our needs and their adaptability have made them an invaluable partner in our development process. They consistently deliver high-quality work, demonstrating exceptional listening skills and translating our requirements into effective solutions.

Multinational Software & Services Co

Enterprise Specialist

React-Based Modular CRM System Development for a Global Enterprise-1 USA

Objectives

The client approached Binary Studio to help with frontend development in order to modernize their flagship CRM system, a comprehensive software suite first released in 2000. After two decades as a successful Windows-based application, the client aimed to transition to a web-based platform and initiate a new phase of updates and expansion. Their key objectives were:

01

Kickstart development of a new web version using React

Establish robust development processes, design a scalable architecture, build core components, and implement basic functionality.
02

Set up effective project management

Ensure smooth development and delivery through structured processes.
03

Maintain and expand frontend development

Continue development across multiple CRM modules catering to different business types, while adding new functionality to enhance product capabilities.

Solution and Outcome

Initially, the client sought Binary Studio's expertise to supplement their internal team and jumpstart the project. This collaboration has since evolved into a long-term partnership, with Binary Studio providing frontend development services for over six years.

React

Typescript

Redux

Redux-Saga

Formik

Sass

WebSockets

Webpack

Nginx

Storybook

Stage 1
The client had an established backend development team but required frontend expertise to launch their new web-based CRM system. This complex, modular system was tailored for small and medium businesses in the wellness and fitness sectors.
Binary Studio integrated two React engineers into the client's team to start the project. Our primary contributions included architecture design, establishment of robust development processes, and implementation of the frontend using React.
We chose a technology stack to ensure a robust, maintainable, and scalable frontend architecture. React served as the foundation for building user interfaces, with Redux handling state management and Redux Saga managing side effects. We used TypeScript to enhance code quality and maintainability, while Formik streamlined form management within React.
We also implemented ESLint and Prettier to maintain consistent code quality and formatting across the project.
To improve component development and testing, we utilized Storybook to build a comprehensive library of UI components. This approach allowed for isolated development, facilitating better structure and easier configuration.
Communication between the frontend and backend was established through REST API, ensuring smooth data exchange.
Stage 2
The project's smooth start allowed us to build core functionality swiftly. As both backend and frontend teams expanded, a Binary Studio project manager joined to streamline development and communication. We leveraged Shortcut and Google Chat to keep collaboration efficient across growing teams.
Over the years, we've continually enhanced the CRM system, adding new modules and tailoring functionality to meet diverse B2B client needs. The system has evolved into a powerhouse for small and medium businesses.
Key modules we've developed include:
- POS Module: Handles transactions, inventory tracking, and customer purchases.
- HR Module: Manages employee data, scheduling, and performance tracking.
- Accounting Module: Offers comprehensive financial management, from transaction tracking to advanced reporting.
- Schedule Module: Provides an intuitive calendar system for appointments and resource allocation.
- Check-In Module: Monitors attendance and ensures security compliance
- Reporting module: Offers oversight and analytics for informed decision-making
We also created specialized modules for marketing campaign management, sales pipeline tracking, product catalog management, and e-commerce integration.
To address performance challenges posed by the system's complex data structure, we implemented a virtualization algorithm. This approach enables partial rendering, displaying only the information visible on screen. This optimization significantly improved the system's performance, especially when handling large datasets in tables.
Binary Studio takes a user-centric approach when building this multi-faceted CRM system. To create effective functionality across various modules, we thoroughly study the specific requirements for each business function.

Evolving CRM System Development

Over six years, Binary Studio has become an integral part of the client's development process. What started as a two-person React team has expanded into a multi-faceted collaboration, with Binary Studio playing a key role in shaping a CRM system now used by fitness and wellness businesses globally.
Our engineers have consistently risen to new challenges, whether crafting advanced modules or optimizing system performance. The client has noted our team's knack for quickly grasping complex business requirements and turning them into practical, efficient code.

About Binary Studio

Binary Studio is a boutique software development company, regularly praised for its unique blend of engineering excellence and product ownership that enables its clients to build robust and scalable software products.
With our development team made up of top 0.5% international tech talent, we build web and mobile platforms using Node.js, .NET, React Native, Flutter, and integrating AI and ML. We also offer full-cycle QA and project management services to ensure the efficient delivery.
Our clients see us as a trusted partner dedicated to turning visions into great products. This is proven by 200+ delivered projects, more than two decades of business excellence, and stellar customer reviews.

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