Matply Infotech
EnterpriseCompleted

BTCC CRM and Project Management

A custom CRM with integrated project management for a 60-person consultancy. Replacing four disconnected tools with one unified platform.
10 Weeks
2024
Web
Client:BTCC Group
React.jsNode.jsPostgreSQLAWSRedisElasticsearchChart.js
BTCC CRM and Project Management — Matply Infotech case study
The Challenge

What the client needed to solve

BTCC used spreadsheets for sales, Trello for projects, email for clients, and a separate invoicing tool. No single view of a client relationship from contact to completion.
The Solution

What Matply built and why

Custom web app with Kanban CRM, Gantt project management, client portal, and Elasticsearch full-text search. AWS for backups.
Custom Software DevelopmentWeb ApplicationUI/UX Design

What We Built

Key Features

Lead Pipeline

Kanban with lead scoring and stage automations.

Project Tracking

Gantt charts and milestone-based billing triggers.

Client Portal

Clients view progress and download invoices.

Revenue Reports

Real-time MRR, pipeline value, team utilisation.

Full-Text Search

Elasticsearch across every client, project, and file.

Outcomes

Results That Matter

40%

Productivity gain

Project completion rate in first quarter

25%

Faster onboarding

New client setup time improvement

4

Tools replaced

CRM, PM, client portal, reporting unified

10 wk

Delivery timeline

Full CRM + project management + client portal

Matply built exactly what we needed: a single system showing every client, project, and rupee in one screen. Our managers now spend time managing, not copy-pasting.

Rajesh B.Managing Director, BTCC Group

Project Details

Full technical and project specification for this engagement.

ClientBTCC Group
IndustryEnterprise
Timeline10 Weeks
Year2024
StatusCompleted
PlatformWeb
ServicesCustom Software Development, Web Application, UI/UX Design
Tech StackReact.js, Node.js, PostgreSQL, AWS, Redis, Elasticsearch, Chart.js

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