Platform & webStatus: Prototype
Lean on-premises CRM with Windows sign-in
Challenge
Customer relationships, contacts and opportunities were to be maintained centrally, without a cloud CRM and linked to the customer numbers in the ERP.
Technology
- Node.js
- SQLite
- IIS
- Windows-Authentifizierung
- PowerShell
Requirements
- Companies, contacts, opportunities and activities
- Windows sign-in and mandatory HTTPS
- CSV import and export
- Audit trail of all changes
Approach
- 01Backend bound to loopback only, IIS with Windows authentication in front
- 02Lightweight database, import merging on the customer number
- 03Script-based deployment
- 04Clear scoping of the later ERP synchronisation