![Frame](https://devtrust.biz/wp-content/uploads/2021/06/Frame-2.png)
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.
![Group 30639](https://devtrust.biz/wp-content/uploads/2021/06/Group-30639.png)
![Group 30637](https://devtrust.biz/wp-content/uploads/2021/06/Group-30637.png)
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 Design Prototype](https://devtrust.biz/wp-content/uploads/2021/06/Group-30633-1.png)
Design Prototype
![Back-end Development Back-end Development](https://devtrust.biz/wp-content/uploads/2021/06/Group-30632-1.png)
Back-end Development
![Front-end Development Front-end Development](https://devtrust.biz/wp-content/uploads/2021/06/Group-30635.png)
Front-end Development
![QA & Testing QA & Testing](https://devtrust.biz/wp-content/uploads/2021/06/New-Project-3.png)
QA & Testing
![Group 30585 (1)](https://devtrust.biz/wp-content/uploads/2021/06/Group-30585-1.png)
Result
The final product became highly customizable, with all the internal complexities & API integrations hidden under a simple yet intuitive user interface.