Project Overview

The landing screen of the CRM APP presents the menus and functionality, such as login, dashboard, customer, product, order, invoice, calendar, and an option to manage the settings. Onboarding and creating your account is easy. Users can confirm their ID using email, Google, or Facebook.

The dashboard gives certain metrics of data and performance. Some of such metrics could be user statistics, sales reports, or popular categories of products. Users can track the top-selling product and upcoming events for informed decision-making.

CRM app structures your data to create customer attributes. The listed attributes include contact details, notification preferences, products, and the action you can perform on each. You can communicate from the application, sending customized messages. With a focus on efficient product management, users can add new products, manage inventory, and categorize items according to their preference. A product list of available item, price, quantity and manufacturer information is shown.

Order processing within the CRM app is a pretty transparent and organized workflow. The ease of usability feature helps in managing an order, viewing, and tracking payments. Comprehensive details were displayed regarding a customer’s order, such as detailed information about the customer, date and time, payment details and payment method, and invoice detail. Invoicing functionality helped in creating accurate invoices for products. It was possible to add products, specify quantities, view taxes, compute the total amount. The invoicing process manages every transaction, routes the invoice through the payment system, indicating a very strong financial management workflow.

The CRM App comes with a calendar feature that enables users to manage their activities. The user can set up meetings, add events, upload presentations, set dates and times, and categorize them according to preferences. Notification functionality provides information on forthcoming events, gets updates on the status of the order, manages customer interactions, and ensures dates of events are not missed. The calendar feature ensures proper time management.

The CRM App settings menu allows for an easy, enjoyable user experience. One can personalize the account details, add details about themselves, and set preferences to get notifications. The application connects with users’ social networking sites to share information. For security, the CRM App is designed on a highly encrypted user-created password and manages their account’s security details. This feature underscores the focus that eSpakBiz places on sustaining the integrity of sensitive business information.

Generally, the CRM App is easy to use, feature-rich, and a reliable assistant for any business seeking to update their customer relationship management. Such features as customer account management, product selection, order processing, and invoicing help staff perform their job efficiently. Excellent features, along with good usability, make the CRM App a very valuable production enhancer for any business.

The Problem

Our technical team faced several challenges during the software development life cycle for the CRM App. Several far-reaching solutions were needed to make sure that the solution was future-proofed. The challenges that we faced during the development process are detailed. Our approach showcases the intense thought process that we use.

Integration ComplexityWe used several software tools, including React for front-end and Node for back-end development. MySQL was planned for the database. These were from different firms and had unique specifications. The challenge was in accommodating and coordinating features such as API design, communication protocols, and data formats. Making them 'speak with each other' required developing innovative codes, detailed planning, rigorous study of APY contracts, and introducing a middleware component.

Cross-Platform Development At this point, we wanted the CRM App to be widely adopted. So we decided to develop the solution for Android and iOS, using Kotlin and Swift for Android and iOS, respectively. The task was to keep the code intact and uniform for each platform. To manage the challenge, we will use React Native libraries and frameworks for cross-platform development and enable code sharing between the two diverse platforms. Further challenges were the implementation of unique functionalities for each, and addressing the problems outlined in the previous point.

Database Design and PerformanceThe CRM App needed to handle big data; we had several challenges at the time of schema design. MySQL database needed to be scalable and responsive, and several challenges were there in normalizing, indexing, and maintaining optimum performance. These problems are important to be addressed to maintain performance consistency when the application was scaled.

Real-time Updates We decided to use WebSocket to handle real-time updates for live dashboards and notifications. This software was challenging since adopting a serverless architecture for event-driven updates with efficient caching is essential to provide a good quality experience without interruptions.

User Experience ConsistencyThe biggest challenge: Providing a good and consistent customer experience for both web and mobile platforms. It is difficult to create a responsive user interface for the web and specific platform guidelines, which had to be followed for creating Android and iOS apps. The shared design components needed to work as one cohesive unit.

The Solution

The solutions used to develop the CRM App were innovative, and our team used several coding strategies. Each problem given in the ‘The Problem’ section was resolved.

Integration ComplexityThe front-end and back-end development team brainstormed on various solutions for the CRM App. In order to solve the integration issues of Node and React with MySQL, thorough documentation of API contracts was written. It provided the map for clear communication between the components. Implementation of middleware solutions was done via GraphQL and RESTful APIs. The solutions helped in sound integration and standard data formats.

Cross-Platform DevelopmentFor the CRM App, we used a framework that allowed code sharing yet followed the specifications and requirements of the mobile and web platforms. React Native shares one code base for seamless code sharing between iOS and Android. It uses libraries and modules on each platform to facilitate a seamless user experience across different devices. With the adoption of multiple technologies, harmonizing them helped us achieve a balance between the optimization of platforms and their consistency.

Database Design and Performance A proactive approach helped design a database with required performance, normalization, indexing, and ongoing optimization. This involved the analysis and refining of database queries by our CRM App team, considering indexing strategies for frequently accessed data. Performance improvement was achieved by the implementation of caching mechanisms at the application and at the database level. Horizontal and vertical scaling of the database is with AWS RDS. The process ensured that the CRM App could handle increasing loads of data without any hassle.

Real-time Updates To meet the challenges of real-time updates, we used WebSocket to enable error-free communication between the server and clients of the CRM App. We used serverless architecture for event-driven updates, and updates triggered specific functions to allow for responsiveness and scalability. Redis was used as a caching mechanism for frequently accessed real-time data. The mechanisms reduced the server load while enhancing user experience.

Consistency in User Experience We followed responsive UI design principles for the web interface to ensure a consistent user experience on both web and mobile platforms. Rigorous testing early in the development stages of the CRM App on multiple devices and platforms helped to identify and solve issues. Following platform-specific design guidelines helped give a native and intuitive user experience. Shared design components, such as buttons and navigation elements, helped to deliver a consistent user experience on all platforms.

The Result

We designed the CRM APP, which is a perfectly crafted versatile productive tool created for fulfilling all the aspects businesses related to customer relationship management, making sure it would serve as one leading-edge CRM tool and thus dealing with even the most sophisticated order processing.

It comes with an easy-to-navigate interface with a variety of functionalities, which will definitely help an organization of any size and sector to cater to its business needs. The solution is scalable to any increase in users and load, flexible enough to be useful on the web and multiple web mobile platforms. Following best practices in the development of the application, the CRM App manages clients and products from different sectors.

The CRM App has proved itself as a trusted aide and productivity-enhancing tool, bringing together multiple functions that include customer relation management, order processing, invoking, and payment in one go. We have integrated features that enable businesses to use this app seamlessly on Android, Web, and iOS platforms.

Trial download, contact our support team, send your requirements, request a quote, and onboard your team on the CRM app.

CRM - Cultivating Customer Relationships with Proficiency

About The Project

Project Overview

The Problem

The Solution

The Result

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