Building a SaaS CRM with PHP Laravel: A Case Study

Business owners in Thailand have always known that customer relationships are essential for business growth. That’s why HDWEBSOFT developed a PHP Laravel-based SaaS CRM project for a Thai customer. This outsourcing project was designed to help businesses in Thailand manage their customer relationships more effectively.

Our CRM solution is packed with features that will help you track your leads, close more deals, and provide better customer service. We also offer a wide range of customization options so that you can tailor the solution to your specific needs.

With our CRM solution, you can rest assured that you have the tools you need to build stronger relationships with your Thai customers and grow your business.

We are proud to have partnered with this Thai customer to deliver a high-quality CRM solution that will help them achieve their business goals. We believe that this project is a testament to our ability to provide world-class outsourcing services to businesses in Thailand.

Features

Learn more about our E-commerce Software Development, Retail Software Development.

• Sales: Track your leads, close more deals, and manage your sales pipeline.
  • Billing: Create and send invoices, track payments, and manage your accounts receivable.
  • Quotations: Generate quotations for your customers and track their progress.
  • Invoices: Create and send invoices to your customers, track payments, and manage your accounts receivable.
  • Credit Note: Create and send credit notes to your customers to correct errors or issues with invoices.
• Users: Create and manage users for your CRM system, assign permissions, and track user activity.
  • Tenant: Create and manage tenants for your CRM system, assign permissions, and track tenant activity.
  • Customers: Track your customers, manage their contact information, and track their interactions with your business.
  • Leads: Track your leads, qualify them, and convert them into customers.
• Marketing: Create and manage marketing campaigns, track their results, and measure their ROI.
  • Coupons: Create and manage coupons for your customers, track their redemptions, and measure their effectiveness.
  • Promotion: Create and manage promotions for your customers, track their redemptions, and measure their effectiveness.
• Knowledge Base: Create and manage a knowledge base for your customers, so they can find answers to their questions without having to contact you.
• Plan: Create and manage plans for your CRM system, so customers can choose the plan that best meets their needs.
• Tickets: Create and manage tickets for customer support issues, track their progress, and resolve them quickly.
• Currencies: Support multiple currencies for your invoices and payments.

Challenges

• Build a multi-tenant platform on source code: This requires a deep understanding of multi-tenancy architecture and how to implement it in source code. It is also important to ensure that the platform is secure and that tenants cannot access each other’s data.
• Handle multi-database and server: This requires a scalable and reliable database solution that can handle the needs of multiple tenants. It is also important to have a robust load-balancing solution to ensure that tenants are not affected by each other’s traffic.
• Develop a multi-site solution: This requires a way to host the CRM system on multiple servers in different locations. This can be a complex task, but it is necessary to ensure that the CRM system is always available to tenants.
• Remain the stability: This is a challenge for any SaaS application, but it is especially important for a CRM system. Tenants rely on the CRM system to manage their customer relationships, so it is critical that the system is always available and running smoothly.

Here are some additional challenges that may be encountered when building a SaaS CRM system:

• Security: It is important to ensure that the CRM system is secure and that tenants’ data is protected.
• Compliance: The CRM system must comply with all applicable laws and regulations.
• Scalability: The CRM system must be able to scale to meet the needs of growing businesses.
• Cost: The CRM system must be cost-effective for both the provider and the tenants.

Solutions

• Build a PHP Laravel-based SaaS platform on Nova-core: Nova is a popular PHP Laravel framework for building with an extension for SaaS application development. It is easy to use and scalable, making it a good choice for a multi-tenant CRM system.
• Deploy the PHP Laravel-based SaaS platform for multi-site: This can be done by using a load balancer to distribute traffic across multiple servers. This ensures that tenants are not affected by each other’s traffic and that the CRM system is always available.
• Create separated/ independent storages in database systems for different brands: This can be done by using separate database schemas for each tenant. This ensures that tenants’ data is isolated and that they cannot access each other’s data.
• Utilize language for back-end, front-end, framework, and API: PHP is a popular language for back-end development. Laravel is a popular framework for PHP development. NodeJS is a popular language for front-end development. TypeScript is a superset of JavaScript that can be used to write more robust and maintainable code. MySQL is a popular database for storing CRM data. AWS is a cloud computing platform that can be used to host the CRM system. Apache is a web server that can be used to serve the CRM system.

Business outcomes

The SaaS CRM project was a success for both HDWEBSOFT and the Thai customer. The project resulted in the following business outcomes:

• Increased sales: The CRM system helped the Thai customer track their leads, close more deals, and increase their sales.
• Improved customer service: The CRM system helped the Thai customer to provide better customer service by providing a central repository for customer data and by automating tasks such as lead nurturing and customer follow-up.
• Reduced costs: The CRM system helped Thai customers to reduce their costs by automating tasks and by providing insights into customer behavior that could be used to improve marketing campaigns and pricing strategies.
• Improved employee productivity: The CRM system helped the Thai customer to improve employee productivity by providing a centralized platform for storing and accessing customer data.
• Increased customer satisfaction: The CRM system helped the Thai customer to increase customer satisfaction by providing a better customer experience.

Directly to the product owner who hired us to outsource their project:

• The PHP Laravel-based SaaS project – Web-based CRM Solution is an ideal platform for clients to sell to many brands with less maintenance and development costs.
• The CRM system helps to redefine UX standards for end-users, making them more likely to become potential customers than others who haven’t experienced HDWEBSOFT’s CRM Development. As a result, clients can gain benefits from customers’ behaviors.