Own product

MyCRM

Own product — CRM

A general-purpose CRM (clients, projects, tasks, template contracts and AI analytics) with an Android app that updates without a new app store release.

The challenge

Small companies and consultants need one place for clients, projects and tasks. Off-the-shelf CRMs, however, are either too complex, charge per user or do not produce documents in Bulgarian.

We wanted a CRM that is as easy to use on a phone as on a computer, and that prepares the contract itself so nobody has to type it in a word processor.

What we built

MyCRM keeps clients, projects and tasks in one database. Every client has a card with contacts, projects, tasks and documents. Contracts are made from a template: the client's details are filled in automatically, amounts are also written out in words, and the result is a finished document ready to print or send.

An uploaded document (a contract, an invoice or a protocol) is read with AI and its data goes into the card. The analytics section shows financial data per client and project, and the AI analysis points out which clients and projects need attention.

The Android app uses the same code as the web version. New features reach the phone as an in-app update, with no new store release and no new download.

  • Clients with a card, contacts and history
  • Projects and tasks
  • Template contracts filled with client data
  • AI document reading
  • Financial analytics and AI suggestions
  • Android app with updates outside the app store

What changed

The contract comes out of the system finished, without retyping, and client, project and document are in one place.

The team works from the phone with the same data as in the office, and new features reach everyone on the day they are ready.

Modules in this project (5)

Quotes and contracts as PDF

Quotes, contracts and protocols are built from a template that fills in the client's data from their record. The document comes out ready to print or send, with no copying between files. You change the template in one place and the change applies to every document after that.

Runs in: Digitalna Kantora, MyCRM, Ivana Agro, KB Agro

Data from photo or PDF

The system reads a photo or PDF (a daily menu, an accounting statement, a photo to recognise) and turns it into structured data. First it shows what it read and what it matched, without saving anything. Saving is a separate button that a person presses after checking.

Runs in: Shishko, Blesno, MyCRM

AI sales analysis

The code calculates the figures. The model gets the finished table and writes the conclusions and recommendations. It never makes up numbers, and the conclusions are in plain language.

Runs in: KoreanCare, MyCRM

Updates without the app stores

We upload the new version of the screens to our server and phones download it the next time they open the app, with no new build in Google Play or the App Store. If a change needs new native code, the app says a full update is required. That way a fix reaches people in the field the same day.

Runs in: Ivana Agro, KB Agro, MyCRM, Shishko

Customer file

Everything about a customer is in one place: contacts, orders, tasks and conversations. Wholesale customers also have their own price list, payment terms and an account manager. Search works by name, company ID, city and phone, and the system stops a second record with the same company ID at entry. A sales rep sees their own customers, and the manager sees all of them.

Runs in: KoreanCare, Ivana Agro, KB Agro, Easy App, BS Omni ERP, MyCRM

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