How Zarina CRM works, from installation to daily use
The application is installed on the company’s server, configured on the existing workflow and used from a browser. Below is the whole journey: the architecture, the technical requirements, the implementation stages, the daily way of working and what follows after handover.
The platform is our own web application, written in PHP with a MySQL database. It does not depend on mandatory external services and does not send data to the vendor.
A web applicationAccessed from a browser, on a computer, tablet or phone, with no installation on each workstation.
Your own databaseAll records sit in a MySQL database hosted by the company, with direct access for the administrator.
A modular structureThe platform base, plus the modules of your package. Inactive modules do not appear in the menu.
No external dependenciesIntegrations are optional and are switched on with the company’s own account details; they are not needed for the application to work.
Technical requirements
What the server needs
The requirements are those of ordinary web application hosting. They are checked before installation.
PHP and MySQLCurrent versions of PHP and MySQL or MariaDB, with the standard extensions for web applications.
SSL certificateA secure connection on the company’s domain or subdomain, configured at installation.
BackupsA backup of the database and the files, on a schedule agreed with the company.
Scheduled tasksOne cron job for automations, reminders, synchronisations and sending documents.
Implementation
The go-live stages
Every implementation starts from an analysis of the existing workflow. The duration depends on the number of modules and the volume of imported data.
01
Analysis
We go through the current commercial process, the roles in the team and the documents used. The result is the list of modules and the proposed configuration.
02
Installation
The application is installed on the company’s server, with an SSL certificate, a cron job and backups configured.
03
Configuration
Your own fields, the pipeline stages, the roles and the document templates are defined, then the existing data is imported.
04
Training
The team is trained on the company’s real data, by role, not on a generic demo environment.
05
Handover
The administrator access, the documentation and the database connection details are handed over.
Connected ecosystem
Integrations and automations in the CRM application
Online stores, couriers, payments, communication and productivity — no separately paid connectors and no extra development. Enter your company’s account details and the connection is live.
The flow is the same whatever the edition: the information comes in, it is processed, and a document comes out.
In the morning
The picture of the day, without digging through email.
The dashboard with up-to-date indicators
The tasks due, by owner
New leads picked up automatically overnight
During the day
The actual work on records and documents.
The client record with the full history
A quote generated from the catalogue and sent
WhatsApp and email conversations attached to the record
The stage updated in the pipeline
At the end of the day
The record stays in the system, not in someone’s memory.
Activity logged automatically
Reminders scheduled for following up
The report available at any time, with no consolidation work
Roles and rights
Who sees what in the application
Access is set by role and by module. A user sees only the modules allowed for their role and only the records they are entitled to.
AdministratorConfigures the modules, the roles, the custom fields and the templates. Has access to all records.
ManagerSees the team’s activity and the consolidated reports, with the right to act on subordinates’ records.
UserWorks on their own portfolio, with access to the modules allowed for the role.
Rights per moduleEvery combination of role and module can be set as default, allowed or forbidden, from the platform settings.
After handover
What follows after go-live
The licence is permanent and the application remains the company’s. The later relationship covers support and updates.
Technical supportRequests are sent by ticket or email. Work on the server is done at the company’s request.
UpdatesNew versions are applied to the existing installation, keeping the data and the configuration.
Additional modulesThey can be activated later, with no reinstallation and no loss of the current configuration.
IndependenceIf the commercial relationship ends, the application keeps working on the company’s server.
Case studies
What actually changed in these companies
Three implementations from different industries, described by what was done before and what happens now in the CRM application.
EventsHighLife Events SRL
Before
Thousands of attendees, corporate partners and sponsors tracked in separate files, with payments checked by hand before every conference.
In Zarina CRM
One pipeline for attendees, partners and sponsors, with payments monitored in the platform and access granted automatically once payment is confirmed.
Sorana AmuntenceiProject coordinator
ConstructionPavMar Beton SRL
Before
Teams coordinated across several sites at once, with execution times and proof of work gathered from chats and paper.
In Zarina CRM
Work assigned as tasks on a Gantt chart, real production times tracked on site, and reports and proof attached directly to the project record.
Marian MilcuManaging director
MedicalClinica Lauderma
Before
Patient records holding sensitive data, and doctors’ schedules kept separately from patient records.
In Zarina CRM
The platform installed on the clinic’s own server, with patient records kept entirely in-house and doctors’ appointments managed in the same application.
Dr Laura Gheuca SolovastruSenior consultant dermatologist
On the company’s server or hosting. There is no shared instance and no copy of the database at the vendor.
What versions of PHP and MySQL are needed?
Current versions, available at any hosting provider for web applications. Compatibility is checked before installation.
Does it need installing on every computer?
No. The application is accessed from a browser. On phones and tablets the interface adapts automatically.
How long does implementation take?
The standard configuration is handed over in a few working days. Extensive customisation and large data imports need a period agreed during the analysis.
Can the existing data be imported?
Yes, from Excel or CSV, during the configuration stage. The structure of the files is analysed beforehand and duplicates are identified before the import.
How is it decided who sees what?
By role and by module. Every combination of role and module can be set as default, allowed or forbidden from the platform settings.
What happens if the company’s server goes down?
The application depends on the company’s infrastructure, like any locally installed system. That is why backups are configured at installation, on an agreed schedule.
Does it work without an internet connection?
On the local network, if the server is on the premises, yes. External integrations and remote access need a connection.
How are the updates done?
They are applied to the existing installation, keeping the data and the configuration. Compatibility with the licences already granted is maintained.
What happens to the application if the collaboration ends?
It stays installed and working on the company’s server. The licence is permanent and has no expiry mechanism.
Product sheet
Get the complete product sheet by email
A six-page document with everything you need to know before a sales conversation. No obligation and no sales call.
All the modules of the platform and the package that includes each one
The features and modules of the edition you choose, plus available integrations
Full pricing and what it includes: installation, training, data import, warranty
The native integrations available and the situations where the platform is not a good fit
No monthly subscription
Take control of your operations, once
We install Zarina CRM on your hosting, configure it around your own workflow and train your team. From that moment on, the application is an asset of your company, not a recurring expense.
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