Mobile CRM application
Intelligent mobile app for the business contacts management
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.
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.
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 controling 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.
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.
Who we build for
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.
- 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
- 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
- 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
- System architecture
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.
SF Pro is a user-friendly typeface that offers a variety of sizes and styles.
Development and testing
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.
decrease in page loading time
websites in the US run on Node.js
Java virtual machines globally
organizations adopted Swift aroung the world
Tasks in Jira visible to the client
TestFlight testing versions pushed to client’s devices
AI and Machine Learning
libraries for AI and ML in Python
of developers choose Python for Ai and ML
Technologies used by
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.
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.
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.
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.