“Kap KG Airlines” LLC

For the company “Kap KG Airlines” LLC, a CRM system was developed to enable efficient interaction with clients, agents, and financial institutions. The main goal of the project was to automate the processing of incoming requests from agents, create a unified information space, and ensure transparent control over document flow and financial operations.

The system includes integration with the internal 1C accounting system, which allows for automatic creation of clients, contracts, and execution of payment transactions. Additionally, integration with foreign banks was implemented to download account statements, process them, update statuses in the CRM, and subsequently transfer the data to 1C.

CRM System Modules for “Kap KG Airlines” LLC:

• User, Role, Access Rights, Workplace – A flexible system for user management and permissions distribution.

• Company, Client, Contracts – A comprehensive database for companies and clients, along with contract workflow automation.

• Chat, Tasks, Requests, Reports – Tools for communication, task management, incoming request processing, and result summarization.

Integration Solutions and Business Process Automation

• Integration with 1C
  Automatic creation of clients, contract generation, and payment processing through synchronization with the internal 1C system.

• Integration with Foreign Banks
  Exporting account statements, data processing, updating request statuses in the CRM, and transferring information to 1C for further accounting.

• Integration with Telegram Messenger
  Telegram bot buttons are configured for fast data processing, ensuring quick communication with agents.

• Integration with Diadoc
  An automated document signing process was implemented, significantly accelerating document workflows.

• Business Process Configuration
  Includes automatic generation of print forms, their distribution based on request stages, automatic creation of client profiles with contact data, and logic for extracting data from documents.

• Transfer and Commission Calculation
  Automated logic for calculating transfer amounts and commissions in requests, considering current exchange rates of foreign and local banks, ensuring transparency in financial operations.

• Improved Responsiveness in Request Processing
  Business process automation significantly reduced the time required to process incoming requests from agents.
• Enhanced Partner Collaboration
  Integration with 1C, foreign banks, Telegram, and Diadoc established a unified information flow and accelerated data exchange.
• Increased Transparency in Document Flow and Financial Operations
  Automated processes ensure accurate data recording, minimize human error, and enhance control quality.
• Employee Workflow Optimization
  A flexible user management system and customizable workplaces enabled efficient task distribution and improved customer service quality.