Developed a CRM platform that helped the home care company achieve efficiency

Know About Our Client

A US-based homecare provider that offers personalized care plans designed specifically to meet the patient’s specific needs. The team works with highly qualified medical teams and patients delivering higher-quality care.

Project Information



Technologies used

React.js, React Native, AWS

What Key Challenges We Addressed?

The client lacked in maintaining a vast data of leads and referrals and also storing it in a structured format.

The system should act as a centralized data centre and management various activities related to deals and opportunities.

What Process We Implemented?
Developed a CRM platform

The CRM platform contains dynamic dashboard to analyze each activity on daily, weekly, and monthly.

Third-Party Integration

Integrated external tools like Google Calendar for appointment management and workflow efficiency.

Data Management

Ensured data accuracy and reliable reporting for metrics like referral conversion rate and task completion rates.

Tracking Mechanism

We developed a pipeline system for all the deals helped in tracking and progress monitoring by offering distinct stages for opportunities.

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