SaaS CRM System and Online Appointment Service
An easy-to-use SaaS CRM system for online client management that allows managers to engage with their customers, manage clients’ bookings and payments, and generate reports. Moreover, the online system provides special booking features for users and allows making multiple appointments at different locations in one click.
Business Challenge
Nowadays, the rapid expansion of high technology services has influenced and changed the way clients book their appointments. Users are looking for simplified scheduling of their visits, events, and meetings.
Therefore, our client requested to develop a simple in use and intuitive custom SaaS CRM system that allows service professionals to manage and monitor customers’ bookings, control payments, analyze clients’ appointments, and generate reports. The online management system should allow buyers to easily book and schedule recurring appointments with different service providers, and get reminded before each appointment. The main feature of the client relationship management software is sharing the calendar with other service professionals of mutual clients for easier and convenient booking.
Solution
XB Software developers built the online client management system to book appointments with different human service providers online. It allows users to book an appointment in one click, schedule their visits, make and manage payments, share and synchronize their calendars.
The booking system development was made for the two types of users: Client and Service Professional. The Clients should be able to schedule and book appointments via the web, anywhere and at any time, and the Service Professional could cooperate with their clients, control payments, bookings, create reports and view analytics.
All bookings are made with the use of a customizable web-calendar control integrated into the system. The calendar’s functionality allows adding/editing new customers, searching existing clients, setting recurring appointments, and multiple appointments at different locations, as well as blocking time spans.
Other features of the online client management system include fast adding/editing service providers, sharing calendars between service professionals, and data export.
To handle events, navigate documentation, and create powerful dynamic web pages, our developers used DHTMLX JavaScript Framework.
Project in Figures
12
Months
Duration
Duration
3200
Estimated
man-hours
man-hours
Applied Technologies
Result
Developers from our custom software development company created a user-friendly client management system that allows users and service companies to schedule an appointment and manage bookings, control, and accept payments. The custom client management solution allows sending out and getting notifications by the staff and clients whenever appointments are booked, canceled or rescheduled, accept online payments, schedule recurring appointments or cancel them, and get reminded before each appointment.
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