Overview
CareTeam is a CRM application catering to the Insurance sector.
Challenges
- Effective chat integration.
- Customizing Appointly plugin.
- ACA & Custom forms were having significant data to input in single form
- which was a challenge due to database level columns restriction.
- Recording outgoing and incoming calls.
Solution
- Custom chat module was developed to handle PerfexCRM limitations.
- Appointment scheduling feature was added by customizing appointly plugin.
- Custom forms & multiple connected tables were used to sync ACA data.
- Custom Twilio integration.
Services Provided
Design Prototype
Back-end Development
Front-end Development
QA & Testing
Result
The final product became highly customizable, with all the internal complexities & API integrations hidden under a simple yet intuitive user interface.
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