2022

Year

CRM Systems

website

Surrey, Canada

location

Project Overview

At Nametech Canada, we specialize in building centralized CRM platforms that unify complex workflows, streamline operations, and enable data-driven decision-making. Our team leverages best-in-class technologies and methodologies to design secure, scalable, and efficient systems, integrating legacy platforms and multi-department operations into a single cohesive solution. The CRM platform we develop empowers organizations with real-time dashboards, automated workflows, and intelligent tools to optimize operational efficiency and enhance stakeholder engagement.

Project Summary :

Key Development Focus:

  • Directed Agile teams across the full SDLC: scope, budget, timeline, development, QA, deployment, infrastructure/security, training, and support.

  • Architected secure systems, data models, and role-based workflows.

  • Managed CRM design, legacy migration, and multi-department unification under a single scalable platform.

Impact Highlights:

  • Reduced processing time by 40% and tripled application speed.

  • Enabled real-time executive dashboards and reporting.

  • Improved ID card and letter generation by 60%.

  • Cut application processing time from hours to under 7 minutes.

  • Digitized event/funding visibility and task tracking workflows.

CRM Platform Features:

  • Centralized user profiles with ID generation and renewals.

  • Automated event/funding workflows with smart flagging and approvals.

  • Dashboards for budget/KPI tracking; OCR for digitizing paper records.

  • Family charts (5 generations), facial recognition, Google Maps API.

  • Role-based access, document versioning, auto-generated letters/cards.

  • Community request automation and secure report sharing.