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

7 specialists

Duration

6 months
5.0 five stars

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.

application demo

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.

application demo

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.

application demo

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.

application demo

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.

application demo

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.

application demo

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.

application demo

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.

application demo

Discovery stage

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Who we build for

Our client is a US-based startup company focused on making connections between professionals and entrepreneurs easier.
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Goal

Their main goal is to completely replace the old-fashioned way of sharing contact information on business cards with the intelligent digital solution. The client requested two native applications and a progressive web admin panel for convinient user management.
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Solution

Leveraging our experience with the business intelligence software, we’ve created two native apps that allow managing billing, clients’ accounts, updates, etc. We could consider the work done only after the system integrated with the CRMs and the OCR component works perfectly to recognize all fields on the business cards with AI.

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.

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OCR featurefor data scanning and recognition
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CRM integration for data export and import
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Geolocation feature for finding users nearby
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Custom advertisment module
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Collected requirements

Client's vision and main goals
  • 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
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Discovery stage

How we conducted the requirements analysis
  • 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
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Deliverables

What EXISTEK produced during the analysis stage
  • 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
specification cover

Interface wireframes

phone demo 1
phone demo 2

Highlights

25
meetings
with a client EXISTEK specialists conducted during the discovery
8
hours
of calls to predefine crucial points of further development
60
hours
designers spent on creating wireframes, diagrams, and other supplementary files
5
weeks
spent on the discovery stage altogether
with a client EXISTEK specialists conducted during the discovery
of calls to predefine crucial points of further development
designers spent on creating wireframes, diagrams, and other supplementary files
spent on the discovery stage altogether

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
36 px 34 px 17 px 10 px
Use
Bold, Semibold, Regular
app page example
phones-demo 1
phones-demo 2
phones-demo 3

Highlights

140
hours
spent by designers on creating final visual design of the application
20
screens
created by the designers
3
weeks
actual duration of the design stage with all iterations
spent by designers on creating final visual design of the application
created by the designers
actual duration of the design stage with all iterations

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.

Many features that client requested, required the access to the low-level OS functions and power management. That’s why we’ve chosen the native approach for this project right off.

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.

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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.

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Backend developer
Boris
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Android developer
Stepan
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UI/UX designer
Alexander
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Business analyst
Anton
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Project manager
Volodymyr
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QA engineer
Liza

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.

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Weekly progress calls and demos
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Access to the app in development on your phone
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Dedicated project and account managers

Highlights

20
weeks
spent by the development team on coding
200
hours
of project manager's engagement
4
weeks
QA team spent on thorough testing
20
weeks
duration of the development stage
spent by the development team on coding
of project manager's engagement
QA team spent on thorough testing
duration of the development stage

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

5 weeks 20 weeks 2 weeks
Discovery Launch
result stages picture

Discovery

5 weeks

Development

20 weeks

Launch

2 weeks

Highlights

25
MB
application installation file size
25
screens
in the version 1.0 of the application
15
screens
in a web version
application installation file size
in the version 1.0 of the application
in a web version




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    Strada Banu Antonache 40-44,
    Bucharest, Romania, 011663
    Kosmonavtiv Ave, 39
    Vinnytsia, Ukraine, 21021
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