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Develop and Integrate Custom CRM System for Health Tech Company
  1. case
  2. Develop and Integrate Custom CRM System for Health Tech Company

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Develop and Integrate Custom CRM System for Health Tech Company

kitrum.com
Health & Fitness
Information technology

Current System Challenges

Invisible Health Solutions is facing challenges with a convoluted signup process leading to high abandonment rates. They also have data silos across multiple systems (email marketing, CRM, ticketing, appointment scheduling, payment, lab management, reviews) with limited integration, causing inefficiencies, manual workarounds, and hindering scalability. Their existing CRM (Freshsales) lacks the necessary automation and customization to effectively manage customer relationships and optimize workflows.

About the Client

A health tech company revolutionizing orthodontic treatment with invisible braces and a digital-first approach.

Project Goals

  • Improve user onboarding and reduce signup abandonment rates.
  • Develop a customized CRM system to meet specific automation and workflow requirements.
  • Streamline business operations through seamless data flow and integration.
  • Enhance customer satisfaction through a more efficient and personalized experience.
  • Enable scalability to support future growth.

Functional Requirements

  • Redesigned, user-friendly signup process.
  • Customizable CRM modules for lead management, customer communication, and reporting.
  • Automated workflows for email marketing, task assignment, and follow-ups.
  • Integration with email marketing, ticketing, appointment scheduling, payment, lab management, and review platforms.

Preferred Technologies

Python
React.js
Flutter
Django

Required Integrations

  • Mailchimp
  • Freshsales
  • Freshdesk
  • Typeform
  • Freshchat
  • Calendly
  • Checkout
  • Tamara
  • Tabby
  • Trello
  • Trustpilot

Non-Functional Requirements

  • Scalability to accommodate future growth.
  • High performance and fast response times.
  • Robust security to protect sensitive customer data.
  • Cross-device compatibility (desktop, mobile).

Expected Business Impact

Successful completion of this project is expected to result in increased user engagement, improved customer satisfaction, enhanced operational efficiency, and reduced manual effort. The customized CRM system will provide Invisible Health Solutions with greater control over its operations, leading to improved customer retention and accelerated business growth.

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