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Development of an Automated Revenue Management SaaS Platform with Global Expansion Capabilities
  1. case
  2. Development of an Automated Revenue Management SaaS Platform with Global Expansion Capabilities

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Development of an Automated Revenue Management SaaS Platform with Global Expansion Capabilities

crombie.dev
Business services
Financial services
Information technology

Challenges in Revenue Management Automation

Manual proposal processes with low conversion rates, delayed payment collections, operational inefficiencies from fragmented systems, lack of global scalability, and poor user experience in existing revenue management tools.

About the Client

A global SaaS platform automating revenue management for service-based businesses and agencies

Key Objectives for Revenue Management Platform Development

  • Automate proposal generation and delivery with personalized templates
  • Accelerate payment collection through pre-signature data capture
  • Reduce operational overhead via digitized workflows
  • Enable global expansion through multi-region compliance features
  • Improve user experience with intuitive interface design

Core System Functionalities

  • AI-powered proposal automation with dynamic pricing
  • Smart payment reminders with multiple scheduling options
  • Real-time proposal tracking and analytics dashboard
  • Multi-language/multi-currency support with tax compliance
  • Stripe and QuickBooks integration for payment processing
  • Customizable payment plans (one-time, recurring, scheduled)

Technology Stack Requirements

Cloud-native architecture
Microservices framework
React.js frontend
Node.js backend
AWS infrastructure

Critical System Integrations

  • Stripe Payment Gateway
  • QuickBooks Online API
  • Xero Accounting API
  • Twilio SMS notifications

Non-Functional Requirements

  • 99.9% system uptime SLA
  • PCI-DSS compliance
  • Horizontal scalability for global users
  • Role-based access control
  • 200ms API response time SLA

Expected Business Impact

Anticipated 85% faster payment collections, 10x operational efficiency gains in proposal generation, 40% increase in proposal conversion rates, and support for 50+ international markets with automated tax compliance, resulting in $2M+ annual revenue growth potential.

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