Overview
A leading car-buying consultancy in California, USA, approached us with a slow and outdated CRM that required eight key feature updates. After a comprehensive evaluation, we recommended a complete redevelopment to optimize performance, improve user experience, and integrate modern functionalities.
- A sluggish system that hindered daily operations.
- Inefficient reporting with limited data visualization.
- Rigid form structures that lacked adaptability.
- Poor task and calendar management.
- Redundant processes for repeat clients.
- Heavy reliance on external APIs, causing slow response times.
The core challenges they faced:
To solve these issues, we redesigned the CRM from the ground up, integrating advanced performance optimizations, automation, and user-centric features.
Services
- Business Need Analysis
- Custom CRM Design and Development
- Custom Feature Development
- Maintenance & Support
- Quality Assurance and Testing
VISIT
WEBSITE
Technologies
Angular JS
Calendly
CSS
Google Calendar
HTML
JavaScript
JQuery
klaviyo
Laravel
MySQL
paymentsense
PHP
SendGrid
Zapier
Zohochat
Key Features
Performance & Scalability Overhaul
Since the old CRM suffered from slow load times and inefficient queries, we re-architected the entire system for speed and scalability. Key functionalities include:
- Built on a modern tech stack, ensuring future scalability.
- Optimized database queries to handle large datasets efficiently.
- Reduced system latency through intelligent caching and API optimization.
Dynamic & Customizable Report Builder
The previous report builder lacked flexibility, limiting business intelligence insights. We built a fully dynamic reporting system with:
- Built on a modern tech stack, ensuring future scalability.
- Optimized database queries to handle large datasets efficiently.
- Reduced system latency through intelligent caching and API optimization.
Smarter Form Input & Data Management
The old CRM had rigid forms that didn’t adapt well to business needs. We introduced some key enhancements:
- Dynamic form fields for better customization.
- Improved validation mechanisms to prevent errors.
- Auto-population for repeat clients, reducing redundancy.
Upgraded Task & Calendar Management
Managing tasks and scheduling was inefficient in the old system. Our improvements included:
- Real-time scheduling integration for convenient workflow management.
- Intuitive UI/UX enhancements for a better user experience.
- Automated task assignments to boost productivity.
API Call Reduction & Internal Database Integration
The old system relied heavily on Edmunds API calls for car data, causing slow response times. To resolve this, we:
- Built a self-contained Car Information Database for faster, offline access.
- Eliminated external API dependencies, improving system reliability.
Robust Data Import & Migration
Importing data from Excel files was complex and error-prone. We solved this with:
- Smart data validation to prevent incorrect entries.
- Automated field mapping for smooth integration.
- 100% successful data migration with zero loss.
Scalability Features
To ensure the CRM remains future-proof and scalable, we introduced:
- Automated Email/Drip Campaigns – Enabling businesses to run personalized, scheduled email sequences.
- Integrated Car Database – Reducing dependency on third-party APIs for vehicle-related operations.
- Advanced Filtering System – Allowing multi-criteria selection for precise data management.
- Custom Reporting Module – Supporting dynamic data visualization, scheduled reports, and advanced analytics.
Results & Benefits
Our full-scale CRM redevelopment delivered significant performance, usability, and operational gains:
- 60% faster system response times, eliminating previous bottlenecks.
- Streamlined task management, improving internal workflows.
- Enhanced reporting and data visualization, empowering better decision-making.
- Zero data loss during migration, ensuring business continuity.
- Future-ready architecture, designed to scale with business growth.
Outcome
By choosing a full rebuild over piecemeal fixes, our client now operates on a high-performance, future-proof CRM tweaked to their needs. This project reinforces our commitment to engineering top-tier, scalable software solutions that drive business success.
- Scalable architecture that grows with your business.
- Automation-driven approach to reduce manual workload.
- Data security & reliability for enterprise-grade performance.
- Proven expertise in CRM & SaaS development.
We specialize in client-centric, end-to-end CRM solutions that drive efficiency and growth.
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17+ Years
Industry Experience
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517+
Happy Clients
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90+
Team Strength
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1+ Million
Work Hours
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