ValsyDev

CRM for business with real-time inventory and sales analytics

+35%

faster inventory data updates — thanks to a simplified UI and fewer clicks

-70%

reduction in lost orders — achieved through clearly defined statuses and transition control

+120%

increase in report usage — managers rely more on analytics for decision-making compared to previous Excel/Google Sheets workflows

+35%

faster inventory data updates — thanks to a simplified UI and fewer clicks

-70%

reduction in lost orders — achieved through clearly defined statuses and transition control

+120%

increase in report usage — managers rely more on analytics for decision-making compared to previous Excel/Google Sheets workflows

ABOUT PROJECT

Our team created a custom CRM that gives business owners full visibility over product movement, pricing, and delivery stages. With flexible order management features, managers can streamline workflows and reduce mistakes in everyday operations

Location:

Ukraine

Project:

Profi CRM

Date:

2024

Industry:

RetailTech, SaaS, Ecommerce

CLIENT & Business context

The client is a representative of a product-based business with extensive experience using CRM systems. Leveraging this experience and knowledge, he decided to create his own convenient product that truly understands the needs of the product-focused industry.

The target users are Ukrainian small and medium-sized businesses (retail, logistics, distribution) in need of an accessible and flexible tool for inventory management, order processing, and analytics.

The market is dominated either by overly complex and expensive CRM systems packed with unnecessary modules or by overly simplified solutions that fail to meet real business needs.

Goal & Constraints

We developed a custom CRM that enables business owners to accurately track product movement, pricing, and status — from warehouse intake to final delivery

01/

Analyze local and international CRMs to identify best practices and eliminate unnecessary features.

02/

To build a CRM system tailored to the local market, focusing on inventory logic, order management, API integrations, and clear analytics.

03/

Limited team resources, strong need for system stability, and simplified UX for a non-digital audience.

04/

Product approach

The domain analysis included the study of product turnover chains, procurement, warehousing, transfers, and order processing

01/

Conducted interviews with managers and gathered feedback from potential clients and small business owners.

02/

Created CJMs and user flows for key scenarios: adding products, placing orders, viewing inventory.

03/

Hypotheses about data structure and key dashboards were tested through prototypes.

04/

Architecture was chosen based on scalability, support for API integrations, and customization capability.

Technical Architecture

Core Stack & Infrastructure

Backend: Go, PHP
Frontend: React, TypeScript
Database: PostgreSQL
Hosting: Google Cloud Platform
Testing: Postman (API), Playwright (E2E automation)

System Modules

Delivery services and parcel tracking
SMS notification module for customers
Customer call module
Product scanning module
SSE (Server-Sent Events) connection for real-time updates

UI/UX Features

Dashboard with key metrics and product stock levels
Simple workflows for adding products and processing orders

Integrations

Delivery API: Integration with logistics providers and real-time parcel tracking
Payment Systems: Integration-ready for common regional payment gateways
Shopify App & Embedded App support for syncing products, orders and customer data
Open API Well-documented REST API for third-party developers and partners

Key Features Built:

JTBD

UI/UX Features

Dashboard with key metrics and product stock levels

A real-time dashboard provides instant visibility into sales performance, revenue trends, and current inventory across all warehouses. Business owners can track low-stock alerts and reorder points to avoid shortages and overstocking.

Simple workflows for adding products and processing orders

The platform allows managers to quickly register new products, update pricing, and process customer orders in just a few clicks. For example, a store manager can add a new batch of electronics, assign it to the correct category, and instantly make it available for sales.

Planned features

01/

Expansion of the analytics module (demand heatmap, forecasting)

02/

Full mobile version with offline mode

03/

Integration with POS systems

04/

API for external e-commerce platforms (e.g., Shopify)

05/

AI assistant integration to simplify workflows

CLIENT FEEDBACK

This CRM eliminated a ton of manual routine for us. Stock levels are always under control, no more lost orders, and we finally see where we’re losing money.