Кейс CRM-системи Taxi CRM

CRM system for managing fleets and taxi drivers

About the project

This system has numerous tasks to handle, with the main ones being: collecting and processing leads, automating payments to drivers, and, of course, automating core processes to minimize errors caused by human factors.

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 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The primary task for the designers was to update the outdated interface of the existing CRM system functionality, making it as user-friendly and informative as possible, while also incorporating corporate branding.

Development and optimization:

Telephony integration with CRM:

Seamless customer interaction was ensured. During a call, the system automatically opens the customer’s profile in the CRM, logs all call details, and allows tracking of all communications for historical records.

AI-based document processing bot:

An intelligent bot was developed using Amazon AI technologies, capable of recognizing and extracting data from drivers’ documents via photos. This allows drivers to easily submit their information by simply taking photos of their documents, which are then automatically processed and added to the CRM.

CRM system enhancement:

The CRM functionality was continuously expanded by adding new sections and improving existing ones. Custom modules, such as lead management and driver profiles, were developed to streamline business processes and make them more efficient.

Socket integration:

A socket system was configured to ensure seamless and real-time interaction across different parts of the web application. This enables real-time updates on forms, improving data processing speed and user convenience.

Chat development as a microservice:

A chat was developed as a standalone microservice integrated with multiple external bots. This chat enables managers to interact with customers from various sources (messengers, social media) through a unified CRM interface.

Development of the leads section and lead cards:

A dedicated section for lead management was created and implemented in the CRM system. Lead cards were designed to include key information for tracking and managing potential clients, optimizing sales processes, and enhancing team productivity.

Payment systems integration:

This enabled direct driver payments to bank cards through the CRM system. As a result, the financial management process became faster and more convenient, automating the majority of financial operations.

SMS notification integration:

This feature allows automatic messages to be sent to clients and drivers with important updates, confirmations, and other alerts, enhancing communication and providing greater responsiveness in service.

Driver profile development:

A full-fledged driver profile was created in the CRM system, which includes adding driver information and the ability to link bank cards for payments. This streamlined the process of managing driver profiles and financial transactions, ensuring convenience and security.