Our customer partnered with us to build a custom CRM that centralizes operations from over 30 countries on a single platform, enhancing wellness services for their 5 million subscribers.
Challenge
Relying on multiple tools and software platforms, our customer recognized the need for a custom CRM to streamline processes, automate tasks, and reduce external dependencies. With over 5 million subscribers, they sought a solution to centralize operations on a single platform, enhance service efficiency, and simplify onboarding for new agents. By incorporating tailored features and workflows, this custom CRM would facilitate data migration and provide a more seamless experience for their growing user base.
Custom CRM Solution with Full Stack development
The project required full stack development and integration to address the customer’s needs. Oktana built a CRM system from scratch, utilizing cutting-edge technology and secure development practices. Custom form components were designed to meet all requirements, eliminating the need for external solutions.
This approach involved extensive front-end and back-end work, ensuring smooth integration and effective data management for the customer’s subscriber information.
Key features developed included:
- Agent and supervisor dashboards with detailed views
- Rapid member search functionality
- Real-time order shipment tracking
- E-commerce and Slack integration for enhanced communication
- Shop implementation and IVR support to streamline sales processes and automate calls
- Secure encryption and regular version updates to maintain data protection and system reliability
Results
Today, the custom CRM solution significantly enhances operational efficiency and reduces costs for our customers. By centralizing key functions, it led to the following:
- Capacity to manage up to 450,000 monthly support calls
- 35% of employee time saved by centralizing operations
- 25% cost savings achieved through the custom CRM implementation
Connect with us today to build the perfect team for your needs and turn your vision into reality. Explore our full stack services or request a quote to get started.
