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CUSTOMER OVERVIEW

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

Serwiz, part of Netensity, is a lightweight CRM solution aimed at improving the operational efficiency of small service-based businesses. Founded in 2007 in Silicon Valley, Serwiz simplifies processes like scheduling, billing, and sales. The platform enables small business owners to scale and customize their CRM to meet industry-specific needs, offering a reliable, scalable solution listed among CIO Review's "20 Most Promising Cloud Computing Companies.”

BUSINESS CHALLENGES

Challenges Faced in the Custom CRM Development

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    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.

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    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.

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    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.

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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.

features:

  • Lead management
  • Document management
  • Sales pipelines
  • Invoicing & Payment
  • Two -way email sync
  • Footprint tracing
  • Quotations
  • Recurring work orders

TECHNOLOGIES OFFERED

Technologies guiding Serwiz

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    Frontend

    HTML, CSS, React.jS, Redux

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    Backend

    Java 8, Spring Boot, JPA

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    Database

    MongoDB, Elastic Search

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OpenXcell offers what it claims

Our team of experts utilizes modern technologies to design custom solutions. Make your business ready for the future with our progressive services

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    State-of-The-Art
    Development Facilities

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    25000

    SQ. MTR of
    Office Space

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    500+

    Software Engineers &
    Technical Staff

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    1500+

    Software Designed,
    Developed & Deployed

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    24/7

    IT Support Staff
    Availability

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    15+

    Years of Development
    Experience

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    1000+

    Happy
    Customers

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    Own Successful
    Products

Get a quote now!

LET'S TALK

  • 15+ years of industry experience
  • 1000+ global base of customers
  • 500+ qualified resources
  • ISO 27001:2022 certified
  • CMMI level 3 company
  • Transparent cost
  • State-of-the-art facilities
  • Quick product delivery
  • Team ownership