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TAXI CRM
CRM system for managing fleets and taxi drivers

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

It took 88 working days to complete the project
Preparation of technical specifications
Prototype
Design
Layout
Testing
Program part
Integration of API
Starting up
1
2
3
4
5
6
1-2 stage
Preparation of technical specifications
Prototype
Design
3 stage
Layout
Testing
4-5 stage
Program part
Integration of API
6th stage
Starting up

Project team

1x Project Manager

1x Web-designer UX/UI

1x Front-end developer

2x Back-end developer

Prototype

Design

The main task for the designers was to update the existing outdated interface of the old CRM system functionality into the most convenient and informative one, as well as to introduce a corporate identity.

Development and optimization:

Telephony integration with CRM:

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.

An AI-based bot for processing documents:

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.

Improving the CRM system:

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.

Work with sockets:

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.

Developing chat as a microservice:

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.

Development of a lead section and lead cards:

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.

Payment systems integration:

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.

Connecting SMS alerts:

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.

Development of a driver profile:

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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