The owner and CEO of FitSales initially approached Rolustech for a few minor customizations to the SugarCRM community edition. However, upon completion of those tasks, he was so impressed with the end result that he asked our development team to completely customize Sugar CE that would serve as an all-encompassing tool to monitor and manage the complete business operations of his fitness club.
In order to prepare a detailed project plan, multiple discovery sessions took place between our project managers and the management of FitSales to work out their exact business needs and requirements. A step by step implementation plan was designed to ensure successful completion of the project on time.
We integrated SugarCRM with ABC financials, ID scanner and Twilio and customized SugarCRM theme to make it more appealing. Several modules were built; Tasks module to help users create and assign tasks, Questionnaire module to gather information for particular modules, Notes module to create, view, and import notes & attachments to records, Guests module for early contacts in the sales process, Goal and Target module for sales allowing sales manager to set goals for the club and view their potential targets, appointments module to schedule, view and manage appointments, marketing module for lead source analysis, calendar module to schedule and manage activities such as calls, meetings, and tasks and custom reports module for a rich and user-friendly web interface for managing reports within the system.
