Custom Software, CRM

Streamlining Manufacturing with a Custom-Built CRM

A tailored web solution to streamline operations and save costs

About the Project

Our client, Vive Health, needed a cost-effective, customized solution to manage their extensive product catalog, customer data, and internal workflows for their medical supply and equipment business.

To address these challenges, Vive Health partnered with us to develop a scalable web solution that could replace their existing system while streamlining task management, automating processes, and tracking performance across multiple marketplaces. The goal was to create a seamless, efficient platform that would eliminate manual, error-prone processes and save costs in the long run.

  • Services

    UI/UX, Development, Deployment

  • Region

    USA

The Requirement

Vive Health needed a web solution that would allow them to:

  • Replace their existing expensive CRM system (ODOO) with a more affordable, customized solution.
  • Streamline product management by tracking essential product details such as ASINs, SKUs, UPCs, categories, and sales goals.
  • Automate task assignments based on product check frequencies (daily, weekly, bi-weekly, monthly).
  • Enable task automation and ensure that completed tasks generate new ones through CRON jobs.
  • Provide managers with tools to oversee employee performance, adjust goals, and ensure timely task completion.
  • Deliver real-time reporting on task completion, product performance, and team progress.
  • Offer scalability and flexibility for future growth, especially to support operations on Amazon US and UK marketplaces.

The Solution

We developed a customized solution tailored to our client’s specific needs, automating operations, reducing costs, and improving efficiency. The platform integrates task automation with a robust backend for managing product data, sales goals, and employee performance across multiple marketplaces. Key features of the solution include:

01

Scalable and Flexible Architecture

The platform is built for scalability, allowing Vive Health to grow and adapt its operations with ease. It supports multiple marketplaces and is flexible enough to accommodate future requirements.

02

Automated Task Generation

CRON jobs automatically generate tasks based on defined product check frequencies (daily, weekly, or monthly), ensuring no task is missed and saving time on manual task creation.

03

Dynamic Task Management

Managers can efficiently track task completion and employee performance. The system allows them to adjust tasks and goals based on real-time data and product performance.

04

Comprehensive Product and Goal Tracking

Admins can manage and update product details, assign products to managers, set sales goals, and monitor progress via detailed, customizable reports.

05

Multi-Marketplace Support

The solution enables Vive Health to manage product listings and tasks across multiple marketplaces, such as Amazon US and UK, ensuring consistent performance tracking and goal setting.

06

Real-Time Reporting

The solution offers detailed reports on task completion, late tasks, and product metrics, providing actionable insights to improve performance and optimize workflows.

07

User Role Management

The solution utilizes role-based access to ensure that sensitive data and features are only accessible to authorized users (Admin, Manager, User).

08

Admin Control over User Permissions

Admins have the ability to customize and manage user-level permissions, allowing them to control access to specific features and data based on the role assigned to each user.

09

Customizable Alerts and Notifications

The solution includes a notification system to alert users of upcoming tasks, deadlines, and performance issues, ensuring timely actions are taken and minimizing delays.

10

Notes and Image Attachments

Team members can add notes with images to document actions and decisions, improving accountability, transparency, and communication within the team.

The Result

A Tailored CRM Solution That Elevated Vive Health’s Operations

Vive Health was thrilled with the transformation brought about by the tailored CRM solution. Our team’s strategic approach replaced their expensive, off-the-shelf CRM with a system that perfectly aligned with their evolving business needs. This solution enabled streamlined workflows, optimized resource utilization, and resulted in significant cost savings.

1

Efficiency Boost

Automation of key tasks improved operational efficiency by 40%, boosting productivity and reducing manual effort.

2

Cost Savings

The new CRM solution reduced operational overhead by 50%, saving the company $6,000 annually.

3

Enhanced Data Reporting

Real-time data insights led to a 30% increase in performance optimization across the board.