CRM

Custom CRM Development for Your Business

Brighten your customer relationship markedly with a custom CRM development.

Bespoke CRM Development Services by Fively

At Fively, we provide custom CRM development services of any complexity so that your business could grow and gain a profit. Learn more about what software solutions our customer relationship management experts have to offer.

Analysis

Business analysis

We will draw up a thorough roadmap before developing a custom CRM solution.

Software

Software development

Our experienced engineers will lead custom CRM software development.

Data migration

Data migration

We can transfer your old customer data to a brand-new database.

Integration

Integration solutions

Our engineers are able to integrate custom CRM software into your current system.

UX design

UI/UX design

At Fively, we provide pixel-perfect and handy user interface designs.

Support

Support & updates

Having launched your custom CRM system, we continue to support and update it.

Custom CRM Development Costs

Wireframe

Our software experts will develop a working layout of the future CRM platform.

Design

Then our designers can create a drop-dead gorgeous interface for the product.

Development

Afterward, our teams of coders and testers will turn to CRM development.

Need project cost estimation?

Contact us, and we will schedule a free consult for you.

Check Out Projects Made by Fively

At Fively, we have extensive experience in developing bespoke CRM systems. For 5 years already, our well⁠-⁠versed engineers have been creating complex CRM solutions of the highest quality for companies from totally different industries. Take a closer look at our recent projects.

5/5

Volt's willingness to refer

10+

popular festivals across Europe need Volt

About Volt

Volt is a Danish company that provides services for all significant festivals across Europe. Namely, it organizes the sale and rental of pocket chargers for the visitors of large public events. Volt used a simple CRM solution to track purchases and keep in touch with customers. But as the company grew, the CRM system needed to be updated. So the owners were looking for a team of experienced engineers to change the very essence of their outdated CRM platform.

Our engineers assisted Volt with CRM customization and configuration.

Country

Denmark

industry

Event management

timeline

11 months

team

1-5 developers

Tech stack

PHP
React
JavaScript

10+

popular festivals across Europe require Volt

130,000

festival-goers who may need a recharge

40%

increase in sales forecast accuracy

Do you have a similar idea?

Get a free estimation!

The Challenges of CRM Customization and Configuration

Modern business often relies on customizable CRM systems. Such solutions help companies to organize and accelerate many business processes related to customer service and customer experience. Present-day CRM apps are must-have applications for sales and marketing departments that are struggling to keep customers engaged and the entire business running.

What is CRM customization? The answer is quite simple. It often turns out that off-the-shelf systems need to be fine-tuned to become a great fit for all business requirements. In addition, with the passing of time, even once cutting-edge applications outlive their usefulness. Therefore, businesses turn to software companies that provide CRM customization and configuration services to blow the dust off their legacy CRM software.

In such cases, the development team needs to determine which strategy is best: updating an old piece of software or building a brand-new one from scratch. In the case of Volt, we tried to strike a compromise.

How Fively Helped Volt to Track Purchases

We started working with Volt in 2019. The event company already had a CRM system at its disposal, however, it was decided to upgrade it to give the sales teams more wiggle room and make the sales process even more efficient.

Our CRM software customization capabilities are not limited to custom UI implementation. So before proceeding to code writing, the engineers carefully studied the old system. We were thinking about how to track purchases in a more thoughtful way. We also reflected on how to arrange the management of leads contacts more meaningfully to provide our clients with a product having flawless architecture. When we had the design and the roadmap ready, our frontend and backend engineers started developing a new customizable CRM.

This was not our first ERP and CRM software customization project, so we understood how important it is to make the final product convenient for the end-user. We have worked closely with Volt’s employees to build customizable CRM software that will be neatly tailored to truly improve team performance.

Our cooperation lasted for a whole year. Leaving the best that was in the old system, we have thoroughly redone everything else. At the end of the day, Volt got a state-of-the-art CRM platform that was beyond reproach.

The Results of Our Cooperation

A completely redesigned CRM application has become the result of our 11-month-long joint work. Now, this powerful system is used at the 10 largest open-air events in Northern Europe such as Roskilde Festival, Copenhell, Northside, and Smukfest.

At the biggest festivals that Volt deals with, the number of visitors often exceeds 100,000 people. However, after our CRM customization, the robust software withstands all challenges like a breeze and helps Volt keep in touch with the customers again.

The company is growing in leaps and bounds. Today, Volt provides its charging services to an expanding number of open airs. And our feature-packed CRM system, which increases the accuracy of forecasting reports by up to 40%, helps them take their next well-thought-out steps in business.

Our history of cooperation with Volt is a clear example of how ERP and CRM software customization services can unleash the full potential of a business.

Rune Nielsen

a co-founder of Volt

Best Tech Stack for Customizable CRM Software

Our CRM software customization capabilities are extremely high because FIvely’s engineers work with the best technologies. Providing CRM customization services we use the following technologies.

  • Laravel
  • PHP
  • React Native
  • JavaScript

Success Stories

At Fively, our skilled engineers develop React Native⁠-⁠powered software solutions from ground zero. Make sure to take a closer look at other relevant React Native engineering case studies.

CRM Customization and Configuration: Volt

CRM Customization and Configuration: Volt

We have provided our CRM customization services to the company, that electrifies dozens of widely-known music festivals all across Europe.

5/5

Volt's willingness to refer

10+

popular festivals across Europe need Volt

About Volt

Volt is a Danish company that provides services for all significant festivals across Europe. Namely, it organizes the sale and rental of pocket chargers for the visitors of large public events. Volt used a simple CRM solution to track purchases and keep in touch with customers. But as the company grew, the CRM system needed to be updated. So the owners were looking for a team of experienced engineers to change the very essence of their outdated CRM platform.

Our engineers assisted Volt with CRM customization and configuration.

Country

Denmark

industry

Event management

timeline

11 months

team

1-5 developers

Tech stack

PHP
React
JavaScript

10+

popular festivals across Europe require Volt

130,000

festival-goers who may need a recharge

40%

increase in sales forecast accuracy

Do you have a similar idea?

Get a free estimation!

The Challenges of CRM Customization and Configuration

Modern business often relies on customizable CRM systems. Such solutions help companies to organize and accelerate many business processes related to customer service and customer experience. Present-day CRM apps are must-have applications for sales and marketing departments that are struggling to keep customers engaged and the entire business running.

What is CRM customization? The answer is quite simple. It often turns out that off-the-shelf systems need to be fine-tuned to become a great fit for all business requirements. In addition, with the passing of time, even once cutting-edge applications outlive their usefulness. Therefore, businesses turn to software companies that provide CRM customization and configuration services to blow the dust off their legacy CRM software.

In such cases, the development team needs to determine which strategy is best: updating an old piece of software or building a brand-new one from scratch. In the case of Volt, we tried to strike a compromise.

How Fively Helped Volt to Track Purchases

We started working with Volt in 2019. The event company already had a CRM system at its disposal, however, it was decided to upgrade it to give the sales teams more wiggle room and make the sales process even more efficient.

Our CRM software customization capabilities are not limited to custom UI implementation. So before proceeding to code writing, the engineers carefully studied the old system. We were thinking about how to track purchases in a more thoughtful way. We also reflected on how to arrange the management of leads contacts more meaningfully to provide our clients with a product having flawless architecture. When we had the design and the roadmap ready, our frontend and backend engineers started developing a new customizable CRM.

This was not our first ERP and CRM software customization project, so we understood how important it is to make the final product convenient for the end-user. We have worked closely with Volt’s employees to build customizable CRM software that will be neatly tailored to truly improve team performance.

Our cooperation lasted for a whole year. Leaving the best that was in the old system, we have thoroughly redone everything else. At the end of the day, Volt got a state-of-the-art CRM platform that was beyond reproach.

The Results of Our Cooperation

A completely redesigned CRM application has become the result of our 11-month-long joint work. Now, this powerful system is used at the 10 largest open-air events in Northern Europe such as Roskilde Festival, Copenhell, Northside, and Smukfest.

At the biggest festivals that Volt deals with, the number of visitors often exceeds 100,000 people. However, after our CRM customization, the robust software withstands all challenges like a breeze and helps Volt keep in touch with the customers again.

The company is growing in leaps and bounds. Today, Volt provides its charging services to an expanding number of open airs. And our feature-packed CRM system, which increases the accuracy of forecasting reports by up to 40%, helps them take their next well-thought-out steps in business.

Our history of cooperation with Volt is a clear example of how ERP and CRM software customization services can unleash the full potential of a business.

Rune Nielsen

a co-founder of Volt

Best Tech Stack for Customizable CRM Software

Our CRM software customization capabilities are extremely high because FIvely’s engineers work with the best technologies. Providing CRM customization services we use the following technologies.

  • Laravel
  • PHP
  • React Native
  • JavaScript

Success Stories

At Fively, our skilled engineers develop React Native⁠-⁠powered software solutions from ground zero. Make sure to take a closer look at other relevant React Native engineering case studies.

About SNAP

SNAP is a unit of Brightree – one of the leading US companies providing software and services for post-acute care. This particular branch deals with patient management services. Their flagship product is a cutting-edge performance management platform that, with the assistance of AI-based technologies, can make complex decisions to automate the patient care process.

The team of engineers from Fively took part in the creation of this tool.

Country

the USA

industry

HealthTech

timeline

26 months

team

1-5 developers

Tech stack

.Net
JavaScript
Redis

> 50%

Of orders are processed not using any manpower

1MM+

Patients received proper care thanks to SNAP

60

Days to see the first evident performance increase

Do you have a similar idea?

Get a free estimation!

The Challenges of a Patient Management Tool Development

There is hardly anyone who will deny the fact that the healthcare industry always grows by leaps and bounds. The public health service has been an ever-living source of innovation for a very long time. The reason for this is the apparent desire to improve patient care and increase patient satisfaction rates.

Nowadays, clinic-to-clinic digitalization does not come as a surprise. All present-day patients have their own electronic health records and therefore no one expects to be faced with an old-fashioned patient record sheet. In the same way, the medical staff relies on some kind of patient management platform when dealing with their administrative tasks and other related duties.

On the other hand, patient self-management tools are gaining popularity, which allows those in need to take care of themselves on their own, without involving a GP. Such state-of-the-art solutions with direct patient engagement have proven to be effective in reducing the workload on the attending physician and giving the patient much greater independence from medical workers. For example, these apps have functionality such as patient-reported outcomes and AI in pain management. Apparently, contemporary eHealth tools cannot do without notification modules and virtual assistants.

One can observe soaring demand for high-quality software in the patient flow management solutions market, which will combine the best technologies and approaches, and will also be able to provide real value not only to the medical staff but also to the patients themselves.

As the result, cutting-edge management apps have become an integral element of any modern medical institution. All medical institutions are trying to integrate the most modern and feature-packed patient management platforms into their workflow. Resilience and privacy are always at the forefront of such software solutions.

There aren't many software companies that have the expertise to build complex applications for healthcare professionals. Fively is exactly the company that creates HealthTech solutions that meet the high standards of the industry. Therefore, Brigtree decided to start developing SNAP, a brand-new AI-powered patient management platform, together with our engineers.

How We Helped SNAP Build a Patient Portal

We started working on SNAP, a company specializing in post-acute-care-related services, in 2019. Despite the fact that this American company is a major manufacturer of HealthTech software, for this game-changing project, they needed to significantly expand the staff of experts at that time. For this reason, they put together a team of experienced engineers with relevant HealthTech backgrounds to begin developing their cutting edge performance management platform. And, of course, it included our brilliant software developers.

The purpose of this cooperation was to create from scratch a unique patient management system that could cover a huge variety of tasks related to patient care and beyond. The main difference from the solutions offered by competitors was the presence of AI-driven functionality that would make this patient relationship management platform pretty smart and somewhat independent. We were directly involved in making the idea of highly automated patient management software a reality.

The experts from Fively worked on the two main elements of the entire complex automation system. Namely, we created from scratch a modern portal for patients and a user-friendly mobile application. Our well-versed programmers have also developed modules for appointment scheduling, real time appointment reminders, medical billing automation scripts, and other functionality for this patient management platform.

It was planned that this platform will allow clinics to improve the quality of patient care, and patients, in turn, will receive exactly the care they need at the moment. An important role in the product being developed was played by the integration of technological solutions based on a data-driven approach. Thus, each stage of treatment would be regulated not only by medical staff but also by intelligent AI scripts. And the same goes for medical record and patient record management procedures – they should be handled by all-seeing Artificial Intelligence as well.

The SNAP system should have not only the functionality necessary for treatment and patient care but also the tools for processing the related documentation. So we also had to implement scripts and modules to automate paperwork in huge volumes in order to save time for real employees of healthcare institutions.

The Results of Our Cooperation

Since SNAP is an extremely large-scale software engineering project, our continuous cooperation with Brightree has been going on for more than 3 years.

Although work on updating and polishing the product is still ongoing, the results of our cooperation are already highly beneficial to many medical institutions. The set of patient management tools called SNAP helps doctors and nurses provide inmates with proper post-acute care.

Our experienced full-stack engineers have built both the web-based portal and the mobile app, which are now essential elements of the SNAP patient management solutions. Both forenamed elements are state-of-the-art and feature-packed solutions that function flawlessly with the rest of the SNAP components, creating a comprehensive cutting-edge management eHealth software ecosystem.

The high-quality and flexible patient management tool can be easily adapted to any clinic or medical practice to significantly increase overall performance in just 2 months. Among other systems represented in the patient flow management solutions market, this product differs in that it has excellent stability of performance and can be used as an all-in-one software suite by various health care providing institutions.

The outstanding quality of the final product and the increasing demand for it allows us and Brightree to consider the project to be extremely successful and the partnership with our developers to be incredibly productive.

Tech Stack for Patient Management Solutions

Our engineers work closely with healthcare practices and know firsthand everything about high-quality medical apps. To build just such trustworthy products, our developers utilize only those technologies that you can safely rely on. So here comes the best tech stack for patient flow management solutions and patient relationship management platforms.

  • ASP.NET Core
  • JavaScript
  • Redis

Success Stories

At Fively, we develop patient flow management solutions and other SaaS software from scratch. Feel free to check out other Software-as-a-Service applications that have been built by our engineers.

5/5

SNAP's willingness to refer

More than 50%

of orders are processed not using any manpower

Patient Management Platform: SNAP

Patient Management Platform: SNAP

Our engineers have developed a patient management platform that makes well-considered decisions based on artificial intelligence algorithms.

About SNAP

SNAP is a unit of Brightree – one of the leading US companies providing software and services for post-acute care. This particular branch deals with patient management services. Their flagship product is a cutting-edge performance management platform that, with the assistance of AI-based technologies, can make complex decisions to automate the patient care process.

The team of engineers from Fively took part in the creation of this tool.

Country

the USA

industry

HealthTech

timeline

26 months

team

1-5 developers

Tech stack

.Net
JavaScript
Redis

> 50%

Of orders are processed not using any manpower

1MM+

Patients received proper care thanks to SNAP

60

Days to see the first evident performance increase

Do you have a similar idea?

Get a free estimation!

The Challenges of a Patient Management Tool Development

There is hardly anyone who will deny the fact that the healthcare industry always grows by leaps and bounds. The public health service has been an ever-living source of innovation for a very long time. The reason for this is the apparent desire to improve patient care and increase patient satisfaction rates.

Nowadays, clinic-to-clinic digitalization does not come as a surprise. All present-day patients have their own electronic health records and therefore no one expects to be faced with an old-fashioned patient record sheet. In the same way, the medical staff relies on some kind of patient management platform when dealing with their administrative tasks and other related duties.

On the other hand, patient self-management tools are gaining popularity, which allows those in need to take care of themselves on their own, without involving a GP. Such state-of-the-art solutions with direct patient engagement have proven to be effective in reducing the workload on the attending physician and giving the patient much greater independence from medical workers. For example, these apps have functionality such as patient-reported outcomes and AI in pain management. Apparently, contemporary eHealth tools cannot do without notification modules and virtual assistants.

One can observe soaring demand for high-quality software in the patient flow management solutions market, which will combine the best technologies and approaches, and will also be able to provide real value not only to the medical staff but also to the patients themselves.

As the result, cutting-edge management apps have become an integral element of any modern medical institution. All medical institutions are trying to integrate the most modern and feature-packed patient management platforms into their workflow. Resilience and privacy are always at the forefront of such software solutions.

There aren't many software companies that have the expertise to build complex applications for healthcare professionals. Fively is exactly the company that creates HealthTech solutions that meet the high standards of the industry. Therefore, Brigtree decided to start developing SNAP, a brand-new AI-powered patient management platform, together with our engineers.

How We Helped SNAP Build a Patient Portal

We started working on SNAP, a company specializing in post-acute-care-related services, in 2019. Despite the fact that this American company is a major manufacturer of HealthTech software, for this game-changing project, they needed to significantly expand the staff of experts at that time. For this reason, they put together a team of experienced engineers with relevant HealthTech backgrounds to begin developing their cutting edge performance management platform. And, of course, it included our brilliant software developers.

The purpose of this cooperation was to create from scratch a unique patient management system that could cover a huge variety of tasks related to patient care and beyond. The main difference from the solutions offered by competitors was the presence of AI-driven functionality that would make this patient relationship management platform pretty smart and somewhat independent. We were directly involved in making the idea of highly automated patient management software a reality.

The experts from Fively worked on the two main elements of the entire complex automation system. Namely, we created from scratch a modern portal for patients and a user-friendly mobile application. Our well-versed programmers have also developed modules for appointment scheduling, real time appointment reminders, medical billing automation scripts, and other functionality for this patient management platform.

It was planned that this platform will allow clinics to improve the quality of patient care, and patients, in turn, will receive exactly the care they need at the moment. An important role in the product being developed was played by the integration of technological solutions based on a data-driven approach. Thus, each stage of treatment would be regulated not only by medical staff but also by intelligent AI scripts. And the same goes for medical record and patient record management procedures – they should be handled by all-seeing Artificial Intelligence as well.

The SNAP system should have not only the functionality necessary for treatment and patient care but also the tools for processing the related documentation. So we also had to implement scripts and modules to automate paperwork in huge volumes in order to save time for real employees of healthcare institutions.

The Results of Our Cooperation

Since SNAP is an extremely large-scale software engineering project, our continuous cooperation with Brightree has been going on for more than 3 years.

Although work on updating and polishing the product is still ongoing, the results of our cooperation are already highly beneficial to many medical institutions. The set of patient management tools called SNAP helps doctors and nurses provide inmates with proper post-acute care.

Our experienced full-stack engineers have built both the web-based portal and the mobile app, which are now essential elements of the SNAP patient management solutions. Both forenamed elements are state-of-the-art and feature-packed solutions that function flawlessly with the rest of the SNAP components, creating a comprehensive cutting-edge management eHealth software ecosystem.

The high-quality and flexible patient management tool can be easily adapted to any clinic or medical practice to significantly increase overall performance in just 2 months. Among other systems represented in the patient flow management solutions market, this product differs in that it has excellent stability of performance and can be used as an all-in-one software suite by various health care providing institutions.

The outstanding quality of the final product and the increasing demand for it allows us and Brightree to consider the project to be extremely successful and the partnership with our developers to be incredibly productive.

Tech Stack for Patient Management Solutions

Our engineers work closely with healthcare practices and know firsthand everything about high-quality medical apps. To build just such trustworthy products, our developers utilize only those technologies that you can safely rely on. So here comes the best tech stack for patient flow management solutions and patient relationship management platforms.

  • ASP.NET Core
  • JavaScript
  • Redis

Success Stories

At Fively, we develop patient flow management solutions and other SaaS software from scratch. Feel free to check out other Software-as-a-Service applications that have been built by our engineers.

5/5

SNAP's willingness to refer

More than 50%

of orders are processed not using any manpower

About INZMO

Inzmo is an insurance company headquartered in Berlin, which aims to simplify the insurance claims processing workflow using a digital approach. The company focuses on B2B2C solutions in various niches from bike and consumer electronics insurance to rental deposit insurance. Its user-friendly insurance workflow automation platform combines all steps from purchasing a policy to filing a claim, making it a 5-minute procedure.

In 2017, INZMO became the best Fintech startup in the whole Europe by the European Commission. It is backed by a famous insurance leader headquartered in Switzerland, an early-stage VC firm Change Ventures, Helvetia.

Country

Germany

industry

Insurance

timeline

15 months

team

1-5 engineers

Tech stack

Vue.js
jQuery
PHP

50%

growth in customer satisfaction rate

90%

of reporting and analytics made faster

#1

rated fintech company by StartUp Europe Awards

Do you have a similar idea?

Get a free estimation!

Challenges of Workflow Management at Insurance Companies

Inzmo wanted to turn their UX vision into a ready-made insurance company workflow automation tool, that could be able to provide its users with the total digitalization in the insurance sector. The company was looking for highly skilled engineers, who are also well-versed in front-end tech stack, PHP, as well as database management. The ready-made solution for insurance workflow process optimization should have a user-friendly and intuitive GUI, high website performance, on-site insurance claims processing, and several third-party integrations. For this project implementation we needed to reach the following goals:

  • Turn the client's UX vision into a ready-made insurance claim workflow automation tool
  • Help to manage the project implementation and estimate the scope of tasks
  • Enable quick on-site insurance claims processing
  • Provide users with various insurance plans and payment options
  • Set real-time customer analytics and advanced reporting on the platform
  • Enable essential third-party integrations
  • Tune the platform speed, and resolve all the bugs on the user side
  • Provide technical support and maintenance for the system

INZMO needed professional front-end developers, able to solve complex web portal development tasks, create an insurance industry workflow optimization platform with numerous features, fix arising bugs, and optimize the site speed. The important factor in finding a software vendor was trust, as INZMO has already successfully worked with our engineers, and they were happy to work with us once more. After a short interview with our developers, they told us about the project details and showed us the Figma files with their UX vision of a working homepage. That’s how our fruitful collaboration on creating a digital home insurance platform started in June 2020.

How We Helped Insurance Workflow Solutions Company

During this project on digitalization in the insurance industry, we not only turned the customer’s product design into a ready-made insurance workflow automation tool. We fitted into INZMO’s internal sprint methods: estimated the scope of tasks, set deliverable deadlines, and provided top-tier management of the project.

We have also communicated with the the client’s team on a daily basis, analyzed the complexity of features for this property insurance digitalization platform, and proposed the suitable project architecture. To be short, that’s how our project looked like:

Project architecture: To create this rental service platform, we used the Vue.js framework and jQuery library for the Frontend, PHP for the Backend, and MariaDB as a database service.

Team structure: We implemented the full scope of the project goals with 2 of our senior Front-end engineers, who are also well-versed in PHP and database management.

Communication tools: We used Jira for task status tracking and management, and daily standups to provide clear communication. We also used Slack for quick discussions of any initiatives and changes in the project.

These technical and workflow management decisions allowed us to successfully cover all the projects’ goals, stay flexible, and turn the clients’ platform into into one of the best insurance workflow management platforms.

What Insurance Digitalization Features We Provided

We began the cooperation with Inzmo in 2019, and after 15 months of fruitful work, we were ready to present the results of the insurance workflow management project:

  • Our specialists smoothly integrated the company's UX vision into an insurance workflow automation solution, optimized its performance, and resolved all the bugs on the user side to ensure excellent customer experience;
  • We have tuned algorithms for various insurance plans, enabled different ways of renewing contracts, and integrated additional payment methods into the insurance workflow solution, which altogether provided customers with much more freedom in choosing their plan;
  • Fively engineers enriched the platform functionality with a robust CRM-like reporting and analytics system with insurance workflow diagrams, as well as added essential 3rd party integrations. These features make the client’s insurance workflow software highly customizable and tailored to various business needs;
  • Our team enabled a high level of security of the insurance workflow management system, including payment and renewing contracts procedures, thanks to the following cybersecurity best practices, as well as obligatory authentication and different administrative roles in the system.

Senior System Architect at INZMO

Technology Stack

We pay special attention to choosing the right software tools and technologies for our projects. This insurance automation solution was created using the following state-of-the-art tech stack:

  • Vue.js
  • jQuery
  • PHP
  • MariaDB

Success Stories

We create handy FinTech automation tools that turn online finance management into a 5-minute process. Discover these cutting-edge solutions examples boosting digitalization in financial services.

5/5

Inzmo's willingness to refer

#1

rated fintech company by StartUp Europe Awards

Insurance Workflow Automation Solution

Insurance Workflow Automation Solution

Fively developed an insurance workflow automation solution that combines all steps from purchasing a policy to filing a claim and makes it a 5-minute procedure.

About INZMO

Inzmo is an insurance company headquartered in Berlin, which aims to simplify the insurance claims processing workflow using a digital approach. The company focuses on B2B2C solutions in various niches from bike and consumer electronics insurance to rental deposit insurance. Its user-friendly insurance workflow automation platform combines all steps from purchasing a policy to filing a claim, making it a 5-minute procedure.

In 2017, INZMO became the best Fintech startup in the whole Europe by the European Commission. It is backed by a famous insurance leader headquartered in Switzerland, an early-stage VC firm Change Ventures, Helvetia.

Country

Germany

industry

Insurance

timeline

15 months

team

1-5 engineers

Tech stack

Vue.js
jQuery
PHP

50%

growth in customer satisfaction rate

90%

of reporting and analytics made faster

#1

rated fintech company by StartUp Europe Awards

Do you have a similar idea?

Get a free estimation!

Challenges of Workflow Management at Insurance Companies

Inzmo wanted to turn their UX vision into a ready-made insurance company workflow automation tool, that could be able to provide its users with the total digitalization in the insurance sector. The company was looking for highly skilled engineers, who are also well-versed in front-end tech stack, PHP, as well as database management. The ready-made solution for insurance workflow process optimization should have a user-friendly and intuitive GUI, high website performance, on-site insurance claims processing, and several third-party integrations. For this project implementation we needed to reach the following goals:

  • Turn the client's UX vision into a ready-made insurance claim workflow automation tool
  • Help to manage the project implementation and estimate the scope of tasks
  • Enable quick on-site insurance claims processing
  • Provide users with various insurance plans and payment options
  • Set real-time customer analytics and advanced reporting on the platform
  • Enable essential third-party integrations
  • Tune the platform speed, and resolve all the bugs on the user side
  • Provide technical support and maintenance for the system

INZMO needed professional front-end developers, able to solve complex web portal development tasks, create an insurance industry workflow optimization platform with numerous features, fix arising bugs, and optimize the site speed. The important factor in finding a software vendor was trust, as INZMO has already successfully worked with our engineers, and they were happy to work with us once more. After a short interview with our developers, they told us about the project details and showed us the Figma files with their UX vision of a working homepage. That’s how our fruitful collaboration on creating a digital home insurance platform started in June 2020.

How We Helped Insurance Workflow Solutions Company

During this project on digitalization in the insurance industry, we not only turned the customer’s product design into a ready-made insurance workflow automation tool. We fitted into INZMO’s internal sprint methods: estimated the scope of tasks, set deliverable deadlines, and provided top-tier management of the project.

We have also communicated with the the client’s team on a daily basis, analyzed the complexity of features for this property insurance digitalization platform, and proposed the suitable project architecture. To be short, that’s how our project looked like:

Project architecture: To create this rental service platform, we used the Vue.js framework and jQuery library for the Frontend, PHP for the Backend, and MariaDB as a database service.

Team structure: We implemented the full scope of the project goals with 2 of our senior Front-end engineers, who are also well-versed in PHP and database management.

Communication tools: We used Jira for task status tracking and management, and daily standups to provide clear communication. We also used Slack for quick discussions of any initiatives and changes in the project.

These technical and workflow management decisions allowed us to successfully cover all the projects’ goals, stay flexible, and turn the clients’ platform into into one of the best insurance workflow management platforms.

What Insurance Digitalization Features We Provided

We began the cooperation with Inzmo in 2019, and after 15 months of fruitful work, we were ready to present the results of the insurance workflow management project:

  • Our specialists smoothly integrated the company's UX vision into an insurance workflow automation solution, optimized its performance, and resolved all the bugs on the user side to ensure excellent customer experience;
  • We have tuned algorithms for various insurance plans, enabled different ways of renewing contracts, and integrated additional payment methods into the insurance workflow solution, which altogether provided customers with much more freedom in choosing their plan;
  • Fively engineers enriched the platform functionality with a robust CRM-like reporting and analytics system with insurance workflow diagrams, as well as added essential 3rd party integrations. These features make the client’s insurance workflow software highly customizable and tailored to various business needs;
  • Our team enabled a high level of security of the insurance workflow management system, including payment and renewing contracts procedures, thanks to the following cybersecurity best practices, as well as obligatory authentication and different administrative roles in the system.

Senior System Architect at INZMO

Technology Stack

We pay special attention to choosing the right software tools and technologies for our projects. This insurance automation solution was created using the following state-of-the-art tech stack:

  • Vue.js
  • jQuery
  • PHP
  • MariaDB

Success Stories

We create handy FinTech automation tools that turn online finance management into a 5-minute process. Discover these cutting-edge solutions examples boosting digitalization in financial services.

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Fively is a CRM Software Development Company

Fively is a modern CRM software development company. Our engineers have vast experience in both creating custom CRM software from ground zero and customizing legacy CRM solutions. We’ve got so much to offer!

4+

years of service

100+

in-house employees

50+

successfull projects

CRM Customization and Development of CRM Solutions From Scratch

Is it possible to get a CRM system that will satisfy all your business requirements? Sure it is! Having bespoke CRM software you can not only improve the performance of the sales team. You will also streamline business processes within your company with user-friendly design and modern functionality.

Customers

Step up your customer service

With CRM software development, it's easy to take customer service to the next level.

Customer retention

Improve customer retention

Build your own CRM solution to drastically improve customer experience.

Analytics

Get detailed analytics

CRM customization and configuration could open a door for you to in-depth analytics.

Time productive

Be more productive

A custom CRM solution is a good place to start the digital transformation.

Database

Centralize your database

Gather a solid knowledge base about your clients for better campaign management.

Bang

Work with a bang

Enjoy the simplicity and convenience of the bespoke and pixel-perfect CRM UI.

Frequently Asked Questions

How could a CRM system benefit your business?

Many modern companies decide on custom CRM software development to reach well-established communication with their clients, systematize the customer base, and thereby maximize the profit of the entire enterprise.

The benefits of CRM development are intuitive, while all the advantages of such applications are obvious in general terms. However, how exactly can CRM software development assist your business?

  • Increased customer retention rates. Your care and individual approach should not stop after the lead has become a client. Unfortunately, companies with a large flow of customers often do not pay enough attention to them. In this case, CRM applications are the must-have tools that will not give you the opportunity to lose sight of your clients.

  • The access to in-depth analytics. Customer information is your real treasure. If you do not seek it, then you are making a big tactical blunder. However, gathering data is not enough since it must be systematically stored and processed into insightful statistics. By use of high-tech software solutions, you could track all the vital metrics and leverage your marketing strategy based on them.

  • Sales reports automation. In order for the sales department to work more meaningfully, it needs a CRM system. With such a solution at your disposal, it will be much easier for your sales representatives to track the goals, check the progress, and clarify the status of customers. In addition, they will be forever spared from endless and almost painful work with numerous tables, because present-day CRM solutions have easy-to-use dashboards.

  • Easy segmentation of customers. If you have been in business for a long time already, then most likely you have a large-scale client base. If you haven't paid due attention to its proper organization, then it must be a real mess. Everything would be much easier if you used some CRM software that has filters and allows you to segment the client base the way you need it.

  • Increased sales volume. The logical outcome of using CRM systems is more sales and profits. By the means of such software, it is much easier to set up processes so that everything functions like clockwork since CRM solutions allow you to fine-tune every little detail in your sales pipelines and never miss even minor ones.

What are the types of CRM systems?

Custom CRM development services allow you to create almost any system with a feature set that is going to be limited only by your particular business requirements. Nevertheless, it is customary to distinguish 3 main types of customer relationship management software.

Analytical CRM Software

The name of such software seems to be fairly self-explanatory – it is used to accumulate and process the customer database. When there is no such software, the goal of harvesting and analyzing large amounts of information is absolutely out of reach.

Modern business cannot ignore such an important thing as customer statistics. It is absolutely reckless not to collect it, and even crazier not to properly explore the already acquired data. Having a clear image of the client, which fully corresponds to the real world, you can manipulate sales funnels with surgical precision and adjust all the individual elements of your marketing strategy.

Collaborative CRM Software

A big company is always a puzzle, the pieces of which are various departments. Therefore, business owners are to pick the pieces in such a way that they fit together without problems. Otherwise, the whole picture will fall apart.

A separate cluster of pieces of this puzzle is the customer support, marketing, and sales departments. In order for specialists to be on the same wavelength and work effectively, avoiding misunderstandings and misinterpretations, they need custom CRM solutions badly.

These software solutions make it possible to give all employees secure access to some database that stores all the relevant information relating to the clients. In addition, all users with suitable credentials can update the information to keep it up to date.

Thus, a sales representative can enter some information about a potential customer into the database, marketing specialists may utilize this data for hatching the strategy, and when a lead is converted into a client, the support team will have the entire history of cooperation on hand.

Operational CRM Software

In order for specialists working in your company to be able to provide a flawless customer journey, they simply need an operational CRM system. This software is used by businesses to streamline all the customers' related operations and thus achieve a positive customer experience.

One of the main reasons for creating operational CRM software, as in the case of HRM software development, is the abundant integration of tools for automating the workflow. Not only will this give your sales and marketing teams more free time to focus on more pressing tasks, but it will also reduce the possibility of potential errors arising due to human factors.

Why choose customized CRM software?

CRM customization for small businesses is a trend that has appeared for a long time but holds its position. And it is not surprising that CRM customization services are very popular because almost any bespoke software solution would function more efficiently and show better results than its off-the-shelf alternative.

Of course, some business owners may be put off by the custom CRM development cost. However, you should not immediately shrug off this option just because of the price tag, which seems unreasonably high. The fact is that even the most flexible off-the-shelf solutions will not offer you even a small fraction of what custom CRM solutions can provide.

If you decide to build your own CRM, then you can rest assured that in the end, you will get truly bespoke software that has been geared for use specifically in your company. By creating a CRM of your dream based on an off-the-shelf solution, you run the risk of losing a pretty penny purchasing some premium modules, various subscriptions, and so on.

What is no less important, custom software is easy to integrate into other systems, and it will not be difficult to update it or add any additional elements if necessary. In addition, the security of bespoke software is generally at a higher level than that of their popular off-the-shelf competitors.

Why should you update your CRM system?

Even if you already have a CRM system, this does not guarantee the prosperity of your business. And the reason for this is the possible irrelevance of the software used. When was your customer relationship management application last updated? If the answer to the question sounds like "a few years ago", then we strongly recommend that you consider bringing your CRM system up to date. There are several good reasons for this.

First, it's a security issue. Information about customers requires special treatment, because if it suddenly becomes available to third parties, then the entire reputation of the company will turn out to be fairly questionable. Even if there were no critical vulnerabilities in the software from the very beginning, it does not mean that, over time, cybercriminals will not come up with a way to breakthrough. Regular updates will allow you to timely patch all the vulnerable spots and protect your business info not only from current but also from future cyber threats.

Secondly, everything changes and those solutions that suited you a couple of years ago may turn out to be cumbersome, doddering, and therefore uncompetitive in practice today. Your system can run faster, your database can be stored in a cloud, a desktop solution can be converted into a web application, and so on.

Perhaps your CRM is so hopelessly outdated that it would be better to redo it from scratch. You can never know for sure about this. That is why you can contact the custom CRM software development company for some good advice.

In addition, do not forget about the visual component of your CRM software. The old interface may not meet modern standards of convenience. Perhaps the updated UX design of your system will help to put together the shortcomings that have prevented you from comfortable work for many years. And if your eyes get tired of the clumsy color palette of the dashboard, then our experienced UI designers can fix it as well.

How much does it cost to develop a custom CRM?

On average, a CRM development company will charge $20,000 for the end-to-end development of a CRM system with basic functionality. However, the cost of the project may vary depending on many conditions, such as the complexity of the functionality that is to be implemented or the number of experts involved in the development process.

The smallest team of experts required to create a CRM solution consists of a project manager, designer, front-end and back-end developers, as well as a QA team. In the mean, a CRM software development company can handle the development of such a system in 6 months.

There is no silver bullet because all projects are not the same. For more details, feel free to get in touch with us. Our software experts will discuss with you all the nuances and will be able to determine the approximate cost of the project and outline its terms totally free of charge.

More Bespoke Solutions for Your Sustainable Growth

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