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WordPress CRM Integration & UI Enhancements for Optimum Window

Services Covered:

Website Development • UI/UX Design • CRM Solutions
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Industry
Industry

Engineering & Manufacturing

Duration
Durationinfo-circle

2 months

Budget
Budget

Less than 10K

Start Date
Start Date

1 February 2020

Team Size
Team Size

1-5

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
77/100
Good

Project Capability Score (PCS) estimates how capable Codup is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Optimum Window

mapEllenville, United States of America

Project Summary

Codup.co integrated a WordPress website with Microsoft Dynamics CRM for Optimum Window, building submission forms and providing UI enhancements. The ongoing engagement began in February 2020 and the vendor remains accessible across time zones, methodical in task tracking, and provides useful feedback and documentation.

Key Challenges

  • Integrate a new customer-facing website with the client's CRM

Project Deliverables

  • WordPress to Microsoft Dynamics CRM integration
  • Website forms for data submission
  • UI modifications and enhancements

Project Solution

The vendor integrated the client's WordPress site with Microsoft Dynamics CRM, implemented forms to submit customer information, and performed UI modifications to improve the site's professionalism. The team coordinates tasks, documents progress, and provides ongoing support and feedback as part of the engagement.

Project Outcome

  • Client is comfortable with the work and ongoing delivery
  • Vendor is consistently available across time zones
  • Methodical task management and useful feedback
  • Clear tracking of project progress

Platforms

  • CMSCMS
  • CRMCRM
  • WebWeb

Tech Stack

  • WordPressWordPress
  • Microsoft DynamicsMicrosoft Dynamics

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Despite being in a different timezone, Codup.co is always accessible when needed. The team has done good work so far and continues to provide valuable feedback. Not only do they stay within the project scope, but they also do a great job of documenting the process and keep track of the progress.”

Chris Pearson

IT Professional

Note: This endorsement is based on publicly available client feedback from external review sources.

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