Transforming CRM with seamless integration and enhanced efficiency
Client
OptiCRM
Industry
Client Management
Service
Client Management
Team Setup
4 Developer + 2 Researcher
Timeline
Ongoing 4+ Year
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1.
Introduction
OptiCRM is a cutting-edge CRM solution designed to optimize
client account and trade management. Crafted with the modern
user in mind, OptiCRM integrates multiple third-party services
to deliver a streamlined, efficient, and interactive user
experience. By supporting various communication methods,
document handling, and scheduling tools, OptiCRM ensures users
have the best resources at their disposal to manage client
relationships effectively.
2.
The Challenges
Disconnected Communication:
Different tools for chatting, calling, and messaging made it
hard to stay coordinated.
Manual Document Handling:
Managing documents was slow and prone to mistakes.
Complicated Onboarding:
Setting up new clients, especially in the US, was a lengthy
process.
Lack of Real-Time Updates:
Users missed important updates because of slow notification
systems.
Messy Scheduling:
Organizing meetings and events was disorganized, leading to
missed appointments.
Technologies
Front End
Vue Js
Back End
Laravel
Platform
Web
Other Tools
Slack
3.
The Solution
Unified Communication:
Twilio: Integrated
chat, phone calls, call transfers, conference calls, and SMS
messaging into one platform.
Pusher:Provided real-time notifications to keep users informed about important events.
Zoom:Added high-quality video conferencing for meetings and client interactions.
Pusher:Provided real-time notifications to keep users informed about important events.
Zoom:Added high-quality video conferencing for meetings and client interactions.
Streamlined Document Handling:
DocuSign: Enabled
secure and easy electronic document signing, cutting down on
paperwork and errors.
Simplified Onboarding:
Pershing Account Opening API:
Made opening accounts quicker and more automated.
Efficient Scheduling:
Google Calendar:
Integrated event management and meeting scheduling, with
reminders to keep things organized.
Better Accessibility:
SpeechSynthesis API:
Added text-to-speech features to make information more
accessible.
4.
The Impact
Boosted Efficiency
By integrating all communication and document handling into
one platform, we made operations much smoother.
Enhanced Client Engagement
Real-time updates and seamless communication helped strengthen
client relationships and keep interactions lively.
Faster Document Processing
Electronic signing sped up the document approval process and
reduced errors.
Quicker Onboarding
Automated account setup for US clients made the onboarding
process faster and more efficient.
Better Organization
Improved scheduling tools helped users manage their time
better and reduce missed appointments.
In conclusion, OptiCRM,
developed by our expert team, stands as a testament to our
commitment to delivering innovative CRM solutions. By
integrating technologies like Twilio, Pusher, Zoom, Firebase,
and DocuSign, we created a platform that transforms client
account and trade management. OptiCRM addresses key challenges
and enhances user experience, making it easier than ever for
businesses to manage their client relationships and operations
efficiently.
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30%
20%
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