Software & operations · Internal technology project
Software developed for our own operations.
We developed a custom CRM application for ALTUNIŞIK, bringing customer records, proposals and payment tracking together.
Our responsibility
Develop a company-specific application with connected customer, proposal and payment records.
Project scope
- Customer management
- Proposal preparation
- PDF proposals
- Revenue plan
- Payment tracking
- Task management
STARTING POINT
Connect sales with operations.
The goal was to develop software suited to ALTUNIŞIK’s processes, preserving the connections between customer details, proposal scope, accepted work and payment tracking.
THE ALTUNIŞIK Co. APPROACH
Every step,
working towards one goal.
Sales and payment tracking were modelled as connected steps in one application.
Customers and proposals
We brought customer records, sales opportunities and scoped proposals together in the application.
After acceptance
We developed a workflow for creating one-time or recurring revenue plans from accepted proposals.
Payments and follow-up
We created tracking for due dates, partial payments, remaining balances and customer-linked tasks.
DEVELOPED INFRASTRUCTURE
Connected operational records.
Customer management, PDF proposals, revenue planning from accepted proposals and partial payment tracking were developed in one application. This case describes the scope and workflow of our internal software.
- Customer record
- Proposal
- Revenue plan
- Payment tracking
PROJECT CONTRIBUTION
Complementary
decisions.
- Proposal scope and payment terms were connected to the next operational steps.
- Planned revenue and collected payments were kept distinct.
- The company’s business rules were reflected in the application workflow.
ALTUNIŞIK Co. / STRATEGY · TECHNOLOGY · OPERATIONS
Software development grounded in operations.
We defined our own business processes and turned them into a company-specific application.
- Process design
- Software
- Operations
THE NEXT STORY
Let’s explore your company’s workflow.
Let’s discuss the structure you need for proposals, customer management and operations.