Custom CRM Software Development

Expert C# Developer

The brief

A financial company required a web-based CRM software to efficiently manage client data, streamline internal processes, and enhance reporting capabilities. The client also needed a custom reporting system with mail merge functionality to automate communication and data-driven document generation.

Project Description

To address the client’s needs, we developed a custom CRM solution using Microsoft Silverlight, a robust framework for building rich, interactive web applications. The CRM software was designed to handle large volumes of client data while offering a seamless user experience.

Key Features & Functionalities:

Client Data Management – A centralized system to store and manage customer information securely.
Custom Reporting System – Advanced reporting tools to generate detailed insights for business operations.
Mail Merge Automation – Integrated Telerik components for dynamic document generation and email communication.
Out-of-Browser Functionality – Leveraged Silverlight’s offline capabilities to enhance performance and user accessibility.
User Role Management – Defined user roles and permissions for different levels of access.

Technologies Used:

  • Microsoft Silverlight (Rich Web Application Framework)
  • Telerik Components (Advanced UI & Reporting Tools)
  • Microsoft SQL Server (Database Management)
  • C# & .NET Framework

Outcome & Benefits:

Enhanced Efficiency – The CRM system streamlined data management, reducing manual work and improving productivity.
Automated Reporting & Mail Merge – Custom reports and automated document generation saved time and effort.
Offline Accessibility – The out-of-browser functionality allowed employees to access data even without an internet connection.
Scalability & Security – A robust architecture designed to scale with the company’s growing data needs.

Design

Custom CRM Software Development in Silverlight
Financial Software Solutions

WebAcer Software provides quality work in an efficient amount of time. Not only I am pleased with their work but I cancelled other contracts to give them more work. We continue to do business with WebAcer Software.I would highly recommend them

--Damon S. Lagala, Chief Analytics Officer @ Reorg Group
NJ, U.S.

Creativity reimagined

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