Streamlining Business Operations with a Comprehensive CRM System

Category:

Business

Services:

Flutter app development, Project rescue, Support

Team:

8 Specialists

Results

The client used a soft launch approach to release the app: without huge investments or sensational promo campaigns.

Adopted by over 3,500 businesses, with 25,000+ active users managing customer interactions.

Reduced sales cycle length by 30%, enabling faster deal closures.

Acquired 15,000+ business users in the first year.

ABOUT THE PROJECT

The client

The CRM System is a web-based platform that streamlines customer interactions, sales pipelines, and business operations. With features like contact management, user roles, dashboards, and reporting, it helps organizations optimize workflows and enhance customer relationships.

Project background

The CRM System is a web-based solution developed to manage customer interactions, track sales pipelines, and streamline overall business operations. Equipped with essential tools for contact and deal management, user roles, permissions, dashboards, and reporting, the CRM system is designed to help organizations effectively manage their customer relationships and sales processes.

Challenges

FACED

As businesses grow, maintaining accurate and organized customer data become increasingly challenging. Many organized struggled with managing interactions across different channels, leading to inefficiencies and missed opportunities.

Tracking sales deals through their lifecycle was often cumbersome, with teams lacking a clear overview of deal stages.

As companies expanded, they experienced slow response times and database bottlenecks with their CRM Systems.

Business needed a reliable way to generate reports and visualize key metrics for contacts, deals, and sales pipelines.

It was essential to implement a user management system that allowed administrators to control access to sensitive customer data.

BoundlessHR

MISSION

Taking into account the project’s background, our mission was to handle the project transfer from another development provider, review the developed parts, and prepare detailed plans and estimations to finish the project and release the app.

Review the developed app parts (UX/UI + code review + QA) and provide a more specific plan and estimation of the development stage;

Complete the mobile app design and create the design for the admin panel;

Complete Flutter mobile app development;

Develop admin panel;

Strictly stick to the deadlines and the agreed budget.

"Just wanted to shoot you a message and say that you have put together a great team. This is the best group I have ever worked with over my 17 years of working from home full time."

Lehman Hailey, Director Business Launch Pro

The GOALS

The Complete CRM System aims to help businesses streamline customer interactions, sales pipelines, and overall operations.

Fill in the gap in the market by providing a centralized platform for contact management, deal tracking, reporting, and user role management to enhance efficiency.

Generate revenue through tiered subscription plans and enterprise solutions while continuously improving automation and analytics features.

The SOLUTION

The CRM system implemented comprehensive CRUD (Create, Read, Update, Delete) capabilities for managing customer data.

A visualize sales pipeline feature was introduced, enabling teams to track deals through their various stages and manage multiple sales pipelines efficiently.

To address scalability issues, we transitioned the CRM system from a monolithic architecture to a microservices architecture.

The CRM included dashboards and reporting tools that allowed users to generate detailed reports on contacts, deals, and sales pipelines.

Integrated Grafana and OpenTelemetry for comprehensive monitoring, enabling real-time tracking and issue resolution.

To ensure data security, the system integrated JWT (JSON Web Tokens) for authentication and role-based access control (RBAC) for managing user permissions.

No budget increase!

No timeline extension!

THE MAIN

FEATURE

Streamlined Customer Management

The CRM system enabled businesses to manage their customer interactions and data more efficiently, leading to improved customer satisfaction and retention.

Enhanced Sales Efficiency and Deal Closure Rates

The visual sales pipeline feature provided sales teams with a clearer view of deal progress, allowing them to prioritize and focus on high-value opportunities.

Scalability and Improved Performance

By transitioning to a microservices architecture, the CRM could scale seamlessly as the company grew.

Data-Driven Decision Making

The advanced reporting and analytics features gave businesses access to valuable insights, helping them make strategic decisions regarding sales and customers management.

Enhanced Data Security

The integration of JWT and role-based access control ensured that sensitive customer data was protected, reducing the risk of unauthorized access and data breaches.

Real Feedback

Real Impact

Kevin Jimeno

Real Estate Expert

Bobby Hill

Real Estate Expert

Cody Bishop

Real Estate Expert

Brian Bills

Real Estate Expert

CEO - Innovate Tech Solutions

John Miller

"After working with Boundless HR, we found the perfect remote developers who understood our needs and delivered beyond expectations. A truly reliable partner."

5.0

Founder- Growth Strategies Co.

Samantha Walker

"Boundless HR helped us integrate a powerful solution that saved us time and increased efficiency. Their team is top-tier and incredibly knowledgeable."

5.0

Director-Digital Marketing Lab

David Kim

"From day one, their communication was flawless. They consistently went above and beyond to solve complex challenges, and were incredibly professional in every interaction."

5.0

Partner-Smart Home Innovations

Olivia Green

"We couldn’t be happier with the outcome of our collaboration. Boundless HR’s team is efficient, dedicated, and works fast! They helped us meet all our goals and milestones."

5.0

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REVIEWED ON 5 stars

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REVIEWED ON 5 stars

32 REVIEWS

REVIEWED ON 5 stars

32 REVIEWS

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