Custom CRM Solution for Organizing Workforce Management

Project overview


Project business objectives
Why did the client choose us?
The client valued Evinent’s deep expertise in e-commerce development and long-term success with enterprise platforms. Our proven ability to handle complex integrations and optimize platforms for both performance and cost-efficiency was a decisive factor.
Process overview
Challenges we faced and how we overcame them
solution
Collaborated with the client’s technical team to refine data exchange protocols and specifications.
solution
Adapted project timelines to accommodate the new requirement without compromising quality.
solution
Designed a responsive mobile application and conducted extensive field-testing for real-world scenarios.
Key security measures
The system incorporated advanced security protocols to safeguard sensitive data:
Technology stack
Features
Centralized management for scheduling, materials tracking, performance monitoring, task management systems, and directory management.
Optimized for technicians to access schedules, log materials used, and complete tasks efficiently, with the ability to add photos/media files of completed work for quality control.
Incorporated system for customers to provide real-time service evaluations.
Easy connection with ERP systems for data synchronization and operational oversight.
Reporting tools to monitor technician performance and resource utilization trends.
Allows easy creation, rescheduling, or cancellation of planned tasks, considering team workload.
Supports payments for completed tasks either on-site or in advance.
Automatically calculates task costs based on actual material usage.
Customer satisfaction metrics
Impact on company’s business growth
Evinent’s solutions have directly contributed to the business's sustained growth:

Enhanced monitoring of service execution and material utilization.
Reduced turnaround time for task assignment and completion.
Built stronger relationships through improved service transparency.
Optimized material usage and task allocation reduced unnecessary expenses.
Project results
Client feedback
78%
Enterprise focus
20
Million users worldwide
100%
Project completion rate
15+
Years of experience