Mobile CRM application
Intelligent mobile app for the business contacts management
Short summary
Client: The IT consulting company in the USA.
Need: To build two native mobile applications and a back office web panel for storing and managing business contact.
Challenge: Implementing the component classifying the fields on business cards was essential. The absence of such a feature is most likely to make users abandon the software. So, we’ve trained the AI component for it.
Solution: In a rather strict timeframe, we managed to develop three apps with advanced features like AI&ML, CRM integrations, geolocation, and a custom module for creating ads.
Impact: For this project, our client had a limited budget and a close release date. We delivered the full-fledged CRM product on time, and now they’ve entered the market and secured resources for the next development iterations and growing their business. We went far beyond regular mobile development and equiped the application with an advanced AI feature that will finally give it a chance to break the glass ceiling of low user retention rate of such apps.
Location
Platforms
Technologies
Team size
Duration
From start to finish, the folks at Existek have proven to be true to their word. I think “consistent” is the best word to describe them. They are methodical, competent, efficient, and willing to help. They are the type of company you can count on to go through the trenches with you — they easily deal with sudden challenges. Existek effectively overcame difficulties and ultimately exceeded our expectations.
Core features
Mobile app features
Mobile application is designed to capture data from business cards and store it. The app is equipped with everything that the audience might need during collecting contacts on the events or working with those contact in the office afterward.
Smart data identification from business cards
An OCR feature with context-aware machine learning component for data recognition from the business cards. It identifies the content of the field and intelligently fills the contact card.
Detailed personal information
The application keeps user information in a simply designed form. It contains name, phone number and some popular social media for a quick access.
Integration with CRMs
Integration with different CRMs allows app users to export the information related to a particular person or an organization in a CSV file. So that, the data is suitable for importing to any CRM.
Periodic reports
Store all reports in one place with the possibility to export them if needed. Apply filters to see the assigned bonuses and sales of the specific agent or team on the particular territory.
Back office web application for administration
We created a web owner and admin panel for the mobile application management. It is an all-in-one solution for controlling the subscriptions, payments, monetization, reporting, and analytics.
Convenient user management
A feature designed to streamline user management and make it more efficient. It provides users with the user-friendly account management, new organizations creation, adding new admins to those organizations, and tracking employees performance in terms of contact gathering.
Organization-based reports
A separate tab in a web application that contains reports with the data related to different organizations, their billing dates, payments, number of records, and other essential information.
Basic and billing organization info
Feature designed for keeping basic organization information along with its billing data. This tab contains organization’s credentials, billing adress, and the contact person’s name, phone and email.
Ads creation for monetization of free app versions
The “advertisements” feature allows creating ads from the admin panel for the free version users. These advertisments are shown in the mobile applications in the form of predesigned templates.
Discovery stage
Who we build for
Goal
Solution
Artificial Intelligence and Machine Learning as the biggest challenge
The main challenge was creating an AI&ML component that recognizes various types of fields on the business cards, and based on this information, creates contacts that can be easily shared and imported to any CRM.
There are many apps to store the contact data captured from business cards. However, salespeople consider most of them to be a waste of time. All of those applications have a fundamental flaw: the contact data is either stored as a picture or plain text without attributes. Each time users have to select the text field and select the identity of the field manually.
So, we needed to train the software to recognize different fields and classify them. To make the app stand out from the competition even more, out client had an idea of some unique features.
Collected requirements
- Optic character recognition feature
- Two native apps and one web-based administrator and owner panel
- A module for creating custom advertisements
- A geolocation feature to to detect other app users nearby
Discovery stage
- A dedicated business analyst with gambling experience assigned
- UI/UX designer involved producing wireframes
- Over 15 requirements analysis calls and presentations
- 240 hours spent on documentation development
Deliverables
- A software requirements specification (SRS) document
- A system architecture design document and a database design
- Wireframes of every apps screen ready for the final design
- The final estimation of the project timeline and cost
- A complete project plan with milestones, sprints, and deliverables
SRS Document Contents
- User stories
- Acceptance criteria
- Business rules
- User roles
- Database design
- Wireframes
- System architecture
Interface wireframes
Highlights
UI/UX design
Colors
Colors that don’t overload users with their diversity. Just a couple of analogous and complementary colors a perfect fit for a minimalistic design that is especially suitable for a business application.
#FFFFFF
Background
#3E4A59
Background
#282828
Main text
#38CB9B
Buttons
#FF7575
Badges
Typography
SF Pro is a user-friendly typeface that offers a variety of sizes and styles.
Font Size
Use
Highlights
Development and testing
Technologies
Both mobile apps and a web panel contained numerous complicated features. That’s why we needed trusted and reliable technologies to perform great even in spite of a huge number of tangled processes.
Backend
60%
decrease in page loading time
7MM
websites in the US run on Node.js
Native development
swift
java
45B
Java virtual machines globally
750+
organizations adopted Swift aroung the world
Development tools
jira
testFlight
785
Tasks in Jira visible to the client
18
TestFlight testing versions pushed to client’s devices
AI and Machine Learning
python
25+
libraries for AI and ML in Python
30%
of developers choose Python for Ai and ML
Technologies used by
Development roadmap
A well-structured plan is a means to the achieved goal. EXISTEK creates the Development Roadmap with the milestones. A client receives a description of all functionality delivered during that milestone. This process excludes any prepayment. We send invoices only after both sides have agrees on a milestone.
Team composition
The team working on a project defines the quality of the result a great deal. We provide teams that don’t require extra time for bonding, because they have already worked together. 5+ years experience on average and a harmonious atmosphere within a team make a huge positive impact on the project.
Backend developer
Android developer
UI/UX designer
Business analyst
Project manager
QA engineer
How we ensure visibility for the client
Full transparency is our main priority in terms of software delivery. With the approach that we practice, out clients are an integral part of daily calls, check-ins, and they always have access to the latest app version on their devices.
Highlights
Project summary
A high-quality enterprise application with sophisticated workflows was our main goal. We composed a coherent tight-knit team of 7 people who did their best to launch the final app version in a 6-months timeframe. We planned each milestone, and sticking to the plan made at the pre-development stage allowed us to build an enterprise application that consists of two native apps and a web panel with zero budget overburn and just in time.
Development
Discovery
5 weeks
Development
20 weeks
Launch
2 weeks
Highlights
Our locations
Warsaw, Poland, 00-645
Bucharest, Romania, 011663
Vinnytsia, Ukraine, 21021
