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
Typography
Manrope
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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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