Serwiz Case Study: CRM for Local Service Businesses

CUSTOMER OVERVIEW

Custom CRM software designed to help small businesses to improve operations, and increase profits

Serwiz was created to assist local businesses in staying organized, improving operations, and increasing profitability. It helps small business owners to manage their services and expand their business further. Serwiz is a part of Netensity, founded in 2007 and is based in Silicon Valley in America. It was recently listed under CIO Review magazine’s list of “20 Most Promising Cloud Computing Companies.” The company provides reliable and scalable CRM for businesses of all sizes, from small and medium businesses to large corporations. They needed a lightweight, easy-to-use CRM software solution for all industries, which should be easy to scale and customize.

BUSINESS CHALLENGES

Challenges Faced in the Custom CRM Development

Dynamic Custom Fields

One of the CRM's most important features is the ability for the administrator to create custom fields and forms dynamically. Implementing custom fields and mapping them to the internal database was difficult as this is a cloud-based solution.
Gmail Add-On Integration

The client wanted to create a Gmail Add-On to improve the CRM's accessibility and usability. We faced numerous challenges in terms of data redundancy and mapping while developing the Gmail Add-On.
Multi-Location Support

Another essential feature of the CRM is its support for multi-location, which allows customers to manage their CRM data and sales based on their location. Supporting multiple locations and mapping their data in the cloud-based solution proved to be a challenging task.

SOLUTION OVERVIEW

A Custom CRM software optimizing tasks from prospecting to billing

Serwiz is an all-in-one lightweight CRM designed specifically for local service businesses. Serwiz is dedicated to helping small business owners save time and stretch their resources further. OpenXcell began developing the unified Custom CRM software by considering the global use cases of various industries and consolidating all comprehensive features of standard CRMs such as Hubspot, Zoho, and others. We used an advanced tech stack along with highly scalable database architecture to meet future demands. Our team successfully eliminated time-consuming and repetitive tasks from operations, scheduling, billing, and accounting, making it a customer-fav CRM. Serwiz CRM also included many innovative features like Recurring Work Order, Conversations, Quotes, Gmail addon, Calendar with Google sync, Invoice, Opportunity pipelines, etc. OpenXcell hence offered holistic Custom CRM development services to the client which proved to be a successful custom CRM solution later.

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