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Development of a Multitenant CRM Platform for Mechanical Service Contractors with Integrated Sales Tools

sombrainc.com

Construction

Business Challenges

The client required a CRM with multitenant architecture to address industry-specific needs, as existing solutions were either generic add-ons or required excessive customization. They needed a vendor with proven multitenancy expertise to optimize complex sales processes and differentiate their offering in a competitive market.

About the Client

Leading provider of service management and sales tracking software for the Mechanical Service Industry

Project Goals

Implement a multitenant CRM architecture with strict data isolation
Develop industry-specific sales process optimization tools
Enhance sales team visibility through real-time tracking
Create a mobile-first solution for field operations
Differentiate from competitors through tailored feature sets

Core System Requirements

Multitenant database architecture with master/tenant separation
Mobile surveying and data collection tools
Project and contract estimation modules
Automated electronic proposal generation
Customer and sales pipeline tracking dashboard

Technology Stack

Spring Framework

Spring Data JPA

JDBC Template

Java-based microservices

Cloud-native architecture

System Integrations

Mobile platform SDKs (iOS/Android)
Cloud storage services
Third-party authentication providers

Non-Functional Requirements

Multi-tenant data isolation and security
Horizontal scalability for 1000+ concurrent tenants
Sub-second API response times for core operations
Role-based access control (RBAC)
High-availability deployment architecture

Expected Business Impact

The solution will enable contractors to reduce sales cycle duration by 40% through streamlined processes, improve data accuracy with mobile-first field data capture, and achieve 99.9% system reliability through scalable cloud architecture. The multitenant design will support rapid onboarding of new clients while maintaining strict data governance standards.