About the project
This system has a lot of tasks that it has to solve, the main ones being: collecting and processing leads, automatic payment of funds to drivers, and, of course, automating basic processes and minimizing human errors.
Time management
Project team
1x Project Manager
1x Web-designer UX/UI
1x Front-end developer
2x Back-end developer
Prototype
Design
Development and optimization:
Continuous interaction with customers was ensured. During a call, the system automatically opens the customer's card in CRM, recording all the details of the call and allowing you to track all communications for history.
We created an intelligent bot using Amazon AI technologies that can recognize and extract data from drivers' documents through photos.
As a result, drivers can easily submit their data by simply taking photos of documents that are automatically processed and added to the CRM.
The CRM functionality was constantly expanded by adding new sections and improving existing ones. Customized modules such as lead management and driver profiles were developed to simplify business processes and make them more efficient.
A socket system has been set up to ensure continuous and efficient interaction in different parts of the web application. This allows you to update information on the form in real time, which increases the speed of data processing and user convenience.
We developed a chat as a separate microservice integrated with several external bots.
This chat allows managers to interact with customers from different sources (messengers, social networks) in a single CRM interface.
A separate section for lead management was created and implemented in the CRM system.
Developed lead cards with key information for tracking and managing potential customers, which allows us to optimize sales and increase team productivity.
This allowed us to implement the functionality of paying drivers directly to bank cards through the CRM system.
Thus, the financial management process became fast and convenient, automating most financial transactions.
It allows you to automatically send messages to customers and drivers with important updates, confirmations, and other notifications, improving communication and providing additional efficiency in service.
A full-fledged driver profile was created in the CRM system, including adding information about the driver, as well as the ability to link bank cards for making payments.
This has simplified the process of managing driver profiles and financial transactions, providing convenience and security.
Technologies used
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