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Development of an Automotive CRM and Mobile Booking Application for Service Businesses
  1. case
  2. Development of an Automotive CRM and Mobile Booking Application for Service Businesses

Development of an Automotive CRM and Mobile Booking Application for Service Businesses

rubyroidlabs.com
Automotive
Business services
Information technology

Identified Challenges in Automotive Service Business Operations

The client faces difficulties managing multiple business processes including customer attraction, booking, service management, employee supervision, scheduling, financial tracking, and reporting. Manual workflows lead to inefficiencies, increased queue times for customers, limited oversight, and suboptimal profit margins, hindering growth and customer satisfaction.

About the Client

A mid-sized automotive service franchise seeking to automate daily operations, improve customer booking experiences, and enhance business performance management.

Primary Goals for the New CRM and Mobile Application Initiative

  • Automate core business processes such as customer registration, booking, service management, and financial calculations.
  • Reduce booking and reservation setup time to under 30 seconds.
  • Implement a multi-party system allowing car wash businesses to efficiently track sales, performance, and earnings.
  • Enhance customer experience through a user-friendly mobile app enabling quick appointment booking and payments.
  • Provide robust operational oversight through detailed analytics, reports, and employee management tools.
  • Achieve scalability to support multiple organizations with secure data segregation.
  • Improve system reliability, fault tolerance, and security to support continuous business operations.

Core Functional Capabilities for Automotive Business Automation System

  • Organization dashboard displaying financial flows, payment summaries, and order history.
  • Order and reservation management system with quick creation (under 30 seconds) and efficient lookup capabilities.
  • Time tracking and personnel management modules including payroll and operational oversight.
  • Automated calculation of profits, commissions, and financial metrics.
  • Multi-gateway SMS notification system tailored to recipient's country for booking confirmations and alerts.
  • Integration with video monitoring and OCR for automated vehicle number plate recognition to prevent theft and supervise employees.
  • Built-in analytics and reporting tools for performance measurement and strategic decision making.
  • User-friendly interface optimized for rapid onboarding and minimal manual input.

Recommended Technologies and Architectural Approaches

Multitenancy architecture with separate schemas per organization to ensure data security and scalability
Use of Elasticsearch for fast customer lookup and data retrieval
Implementation of SMS gateway integration supporting multiple gateways based on recipient location
Backend development using Ruby on Rails or equivalent robust framework
Frontend built with Angular for dynamic web interfaces
Mobile application developed using React Native for cross-platform compatibility
Real-time processing with Redis and Sidekiq for task management
Server hosting with NGINX, Puma, and secure database systems including PostgreSQL

External Systems and Services Integration Needs

  • Multiple SMS gateways for dispatching notifications
  • Video monitoring systems with OCR for vehicle identification
  • Payment processing systems for online transactions
  • Analytics platforms for reporting and business insights

Key Non-Functional System Requirements

  • System scalability to support over 100 organizations with consistent performance
  • Fault tolerance and high availability to ensure continuous operation
  • Data security and privacy compliance with multi-tenant data segregation
  • Fast response times, including reservation creation within 30 seconds
  • Reliable notification delivery via multiple SMS gateways
  • System performance optimized for mobile and web platforms

Projected Business Benefits and Impact Metrics

By implementing the automated CRM and mobile booking system, the client aims to significantly reduce manual processing, improve operational efficiency, and enhance customer satisfaction. Expected outcomes include an increase in profit margins ranging from 40% to over 350%, faster reservations, reduced queue times, and improved overall business performance and scalability.

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