Norda CRM
A building materials CRM for sales, inventory and documents
Кейс разработки CRM для дистрибуции стройматериалов в Казахстане: клиенты, B2B-продажи, накладные, оплаты, склад и задачи менеджеров.
Explore the case
- 3
- team roles
- 6
- screens in the case
Product thinking
Different roles, one shared operation
A building-material sale spans several roles: sales handles customers, the warehouse handles stock and accounting handles documents and payments. The CRM’s purpose is to connect that operational context.
Catalogue, customers and payment states are complemented by tasks and management views. Tables and filters support repeated operations, while the 1C exchange forms part of the wider data flow.
Customer and order
Catalogue and stock
Documents and payments
Management overview
Norda CRM brings a distributor's daily work together, from customer records and deals to invoices, payments, stock and management analytics.
Context
Building-materials distribution connects sales managers, accounting and warehouse operations. The team needs a shared view of customers, documents and financial status.
Task
Create a working CRM with role-based workspaces, customer records, a product catalogue, sales documents, payments, tasks and analytics.
Approach
We organized operational flows by role and designed a compact interface for daily use: tables, filters, statuses, metrics and quick access to details.
Visual layer
An operational overview without scattered spreadsheets
The executive dashboard shows sales and document flow. Managers work with customers and orders, accounting tracks payments, and catalogue and inventory views provide product context. The product includes a 1C integration layer.
What we did
From meaning to system
Connected roles and workflows
We mapped the work of executives, managers and accountants into clear sections with consistent customer and document statuses.
Built practical workspaces
We implemented an overview dashboard, sales documents, payment tracking, a product catalogue, a searchable customer base and a manager task board.
Prepared an integration foundation
We included inventory and accounting flows plus a 1C integration section to keep sales and document data in a shared system.
Result
A CRM for a distributor's daily operations
The result is a unified interface: leaders review metrics and documents, managers handle customers and sales, accountants track payments, and product data stays close to daily operations.
- 3
- team roles
- 6
- featured product screens
- 1C
- accounting integration layer
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