Care Team 360

Care Team is a Customer Relationship Management (CRM) system designed to manage interactions with current and potential customers.

Introduction

Care Team 360 View required a comprehensive Customer Relationship Management system designed for lead generation and management. The system needed to enhance communication, provide robust data management capabilities, and offer advanced features like video recording and real-time engagement through chat messaging.

Challenges

At a Glance

Here are the challenges we encountered while developing the application.

1 Communication Integration

Implementing seamless direct messaging and calling features to improve interactions between agents and clients. Ensuring these
features are reliable and user-friendly.

2 Data Management and Export

Allowing users to export data in CSV format for external analysis and sharing. Ensuring data integrity and security during export processes.

3 Enhanced Documentation

Incorporating video recording capabilities to record important video calls. Ensuring therecordings are securely stored and easily accessible.

4 Real-Time Engagement

Developing a chat messaging feature for clients to interact with leads and customers directly. Ensuring real-time functionality and reliability of the messaging system.

5 Visual Data Representation

Using Chart JS to visually represent the progress and conversion rates of leads. Ensuring the visual data is accurate and easily interpretable.

Solutions Blueprint

DEVtrust implemented a comprehensive solution to address these challenges

Integration of Communication Tools

Integrated Twilio to provide seamless direct messaging and calling features, enhancing communication between agents and clients.
Implemented video recording capabilities within the CRM, allowing users to record important video calls for better documentation and follow-up.

Enhanced Data Management and Export Capabilities

Developed functionality to export CRM data in CSV format, facilitating easy sharing and external analysis of data.
Utilized the CodeIgniter framework for building the application with MySQL as the underlying database, ensuring robust data management.

Real-Time Engagement and Data Visualization

Introduced a chat messaging feature enabling clients to send messages to leads and customers directly, fostering real-time engagement.
Integrated Chart.js to create visual representations of lead progress and conversion rates, providing clear and actionable insights.

Impacts

& Achievements

DEVtrust’s CRM solution increased client-agent interactions, improved lead conversion rates , and reduced data handling time , significantly boosting communication, engagement, and operational efficiency.

Communication Efficiency

35%

Data Management

25%

Lead Conversion

30%

Care Team 360 user-friendly interface

A Customer Relationship Management (CRM) system designed for lead generation and management.