SaaS
Startup
Web App Development
Client Flow is an innovative web application with a vision to empower and streamline the onboarding processes for new startups aiming to secure grants through government schemes. It provides a unified interface for the salesforce, advisors, and clients, creating efficiency in managing customer relationships.
The objective of this platform is to collect, store, and analyze client data from various touchpoints, including files, links, and documents. This 360-degree view of customers helps organizations better understand their preferences and behaviors. Affiliates can efficiently view their referrals and track interactions, ultimately improving conversion rates. Recognizing the significance of effective Customer Relationship Management (CRM) in navigating the complexities of grant acquisition, Client Flow has sought our expertise to develop a tailored CRM solution.
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The CRM system's backend, created for handling numerous processes, generates a huge volume of valuable data. This data includes metrics on application progress, document submission, statistics, and more. The current challenge centers on effectively managing and presenting this statistical data from the backend.
The challenge revolves around the need to set up an efficient filter mechanism for clients within the CRM system, enabling users to categorize and view data based on specific criteria. Additionally, integrating these filters into the dashboard poses a distinctive challenge.
The challenge involves establishing a system that can proficiently track achievements set by different roles, such as administrators, advisors, and clients. These achievements could span diverse aspects, including project milestones, other key objectives, and maintaining an accurate, real-time status.
We faced a challenge integrating Calendly, a helpful tool for planning meetings, into the CRM. This meant adjusting Calendly settings to match what our CRM system needed, making sure information moved smoothly, and getting everyone on board—our admins, advisors, and clients—to use this for an improved way of scheduling meetings.
Managing the varied roles of clients, advisors, partners, and administrators within a unified CRM system presented a unique challenge. The intricacies included tailoring access levels, customizing interfaces, and streamlining communication channels to accommodate the distinct needs and responsibilities of each user category.
Client Flow CRM features login access for four user roles: Admin, Advisor, Client, and Affiliate. Each user role has a dashboard tailored to their specific needs and responsibilities. This ensures that users have access to relevant functionalities based on their role. We will go through the features one by one.
The ‘Reporting Dashboard’ visually represents client milestones with customizable filters for names and dates. It graphically represents the Survey Form progress, Client Status, Success Metrics, and Onboarding History. The dashboard also provides a quick email overview, offering a centralized and efficient way to gain insights into client engagement for informed decision-making.
This system’s core is a central hub where administrators can access and analyze comprehensive reports from all clients. This hub enables them to review client milestones, track attendance at public events, and apply multiple filters for efficient searches. In essence, it serves as a powerful and streamlined tool for administrators to gain precise insights into client activities.
‘Lead’ options allow administrators to add and update crucial lead information such as names, email addresses, contact numbers, and business types within a system. This functionality empowers administrators to efficiently manage and organize leads, ensuring that the most accurate and up-to-date data is readily available. By having the flexibility to modify lead details, administrators can adapt to changing business requirements and maintain a dynamic and responsive approach to lead management.
The “Advisor Menu” allows Admins to assign ‘Advisors’ to clients and specify their areas of work. This menu also makes it simple for admins to manage advisor details, allowing them to update contact information, specializations, and other essential data as needed. This feature ensures that advisor assignments stay responsive to changing client needs, making the management of advisory services smooth and efficient.
The partner menu displays the list of partners and their invites.
The “Client Option” is a helpful tool for admins. It lets them go to a special page where they can see and manage important info about clients. This includes things like the client’s name, company name, date, assigned advisor, status, creating action items, and the option to view client files. It makes it easier for admins to keep track of clients and update their information. Having survey forms right there also helps admins get a full picture of how clients interact.
With Survey Stats, admins have the power to track survey forms, including the title, descriptions, questions sent to clients, and questions responded to by clients. They can easily create forms tailored to gather specific information. The system also tracks the forms submitted by clients, providing a comprehensive overview of feedback and responses. This feature streamlines the survey process, allowing administrators to collect and analyze valuable data efficiently. It empowers admins to customize surveys based on their unique needs and ensures a seamless flow of information between the administrators and the clients.
Message templates offer a time-saving solution, eliminating the need to compose individual emails. Admins can also generate new message templates tailored to their requirements, enhancing communication efficiency.
This feature allows admins to initiate follow-ups with clients through text, streamlining communication and ensuring timely responses. Admins can efficiently manage and maintain client engagement through follow-up messages.
This includes a saved custom onboarding form that can be shared with clients. It allows admins to create custom onboarding forms and share them with clients. Once the client fills out the form, the admin can save/view the submitted forms on the “Reporting Dashboard.”
‘Lead’ options allow advisors to input and revise vital lead information, including names, email addresses, contact numbers, and business types within a system. This functionality empowers advisors to handle and structure leads effectively, ensuring that the most accurate and up-to-date data is readily available. With the flexibility to modify lead details, advisors can adapt to changing business requirements and maintain a dynamic and responsive approach to lead management.
Admins can assign “advisors” to handle clients. Alternatively, clients can choose their preferred advisor once they have been onboarded. It lets them go to a special page where they can see and manage important info about clients. This includes things like the client’s name, company name, date, assigned advisor, status, action items, and the option to view client files. It makes it easier for admins to keep track of clients and update their information. Having survey forms right there also helps admins get a full picture of how clients are interacting, making it easier to make smart decisions.
Survey Stats enables advisors to review the surveys they’ve sent to clients. It includes essential details such as the Form Title, description, the number of questions, and the client’s name who submitted the survey. This feature provides a comprehensive overview of survey-related information for effective monitoring and analysis.
Message templates save the time that is required to write each email individually. Advisors can also create new message templates of their own.
It allows advisors to take follow-ups from their clients in the form of text or mail.
The Resources Bank empowers advisors to navigate through diverse lists, including essential information like client onboarding dates, descriptions, and available actions. This feature facilitates seamless access and management of resources, contributing to an efficient and well-organized process for advisors.
The client panel serves as a comprehensive interface for clients to manage and track their interactions with a service or platform. Organized into distinct sections, the client panel provides users with a smooth experience to navigate through crucial aspects of their engagement.
The client panel provides a user-friendly interface, enabling clients to navigate through essential files and information seamlessly. Within this organized space, users can easily access details such as file names, content, content types, descriptions, and the date of addition. The Feedback section ensures effective communication and collaboration, allowing clients to provide input or seek clarification. The Action column further streamlines the workflow, enabling clients to take prompt actions based on the information presented, enhancing the overall efficiency and engagement experience.
The client survey feature stands out as a central element within the client panel, offering a crucial tool for engagement. This functionality incorporates essential details, including the survey title, providing clients with a comprehensive grasp of the current inquiry. Complemented by a carefully crafted description, the survey ensures additional context and guidance for clients. The inclusion of admin/advisor fields not only promotes transparency but also emphasizes the collaborative nature of the survey process. Moreover, the Submitted Date introduces a temporal aspect, enabling clients to monitor the progress and completion of their survey submissions. This holistic approach to client surveys within the case study framework demonstrates a steadfast commitment to fostering clarity, effective communication, and a client-centric approach to engagement.
Client Flow partners are presented with a visible list option that encompasses essential details such as client lists, date added, onboarding source, description, and corresponding actions. This transparent list empowers partners to efficiently engage with relevant information, creating a user-friendly experience within the platform.
Our approach to developing the CRM solution for Client Flow involved a comprehensive and iterative process. We began with in-depth discovery and requirement analysis to understand Client Flow’s current processes and specific needs. This was followed by designing and prototyping an intuitive user interface tailored for all user roles.
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Frontend: |
Reactjs + Redux Toolkit + Thunk |
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Back End Server Communication: |
REST API |
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Programming Language: |
JavaScript |
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Queue Management: |
Redis |
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Faster data retrieval: |
Elastic Search |
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Auto Scaling: |
AWS ALB |
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Database: |
MongoDB |
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3rd Party Integration: |
AWS (EC2), MailGun, Twilio, AWS (S3), One Signal, Stripe, NeoSerra |
Our CRM implementation at Client Flow resulted in streamlined onboarding and improved communication. Customized reporting and achievement tracking enhanced data insights, while Calendly integration streamlined meeting scheduling. CRM’s role-specific controls and unified communication simplify diverse role management. In essence, our CRM solution empowered Client Flow with efficiency, transparency, and success in securing government grants from SBDC.
Contact us today to discuss your project and see how we can help you bring it to life!
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