Customer Engagement & CRM Platforms

The project requires a centralized system to automate lead capture, management, and tracking, integrate with existing Salesforce and Pardot systems, and provide streamlined project management capabilities.

Develop and implement a robust and reliable form submission system that captures user data and triggers appropriate workflows.

Develop a branding scanner and template recommendation engine that analyzes website characteristics and provides tailored template suggestions to users.

The CRM system should provide comprehensive functionality for sales management, customer support, order management, and reporting. It needs to support automation, integrations with existing tools, and provide data-driven insights.

The system should provide an interactive touchscreen experience enabling customers to explore model homes, compare floor plans and finishes, and discover neighborhood amenities.

The platform should allow users to securely store, manage, share, search, and receive reminders for important documents. It should provide robust encryption, user-friendly interface, and integration with other relevant services.

The system must allow users to submit forms with various fields, ensuring data is captured and processed correctly. It should provide confirmation of successful submissions and handle error scenarios gracefully.

The system must provide advanced email management features, including intelligent prioritization, automated filtering, summarization, and action item extraction, all powered by AI.

The system should allow users to submit inquiries through a form, capture necessary information, and route the inquiries to the appropriate team members. It should also provide a mechanism for the company to respond to inquiries efficiently.

A centralized CRM system will manage the entire order lifecycle, from initial quote generation to delivery and invoicing. The system must provide an administrative interface for managing pricing based on location, service type, and other factors. Real-time API/Webhook integration is required for communication with routing/dispatch software.

The mobile application should provide seamless communication channels, personalized support experiences, and comprehensive tracking and reporting capabilities.

The platform should provide tools and services for AI model development, deployment, and management. It should support various AI technologies and facilitate seamless integration with client systems. It should also provide reporting and analytics for monitoring model performance.