Followup CRM | Mavric – Turn Your Ideas Into Most Lovable Products

Decision Making

Time Management

Followup CRM

A special CRM-based application for automatic management of sales and projects in the construction domain.

Role

Development, DevOps & Quality Assurance

Industry

Information Technology

Duration

Followup Project Cover

About this project

FollowUp CRM was an existing project that allowed users to manage their construction system online. However, the FolloUp Team wanted to improve the app and its interface by adding multiple new features that would enable users to manage their construction businesses efficiently. Our ultimate goal was to implement the new features and perform detailed testing to ensure the proper functioning of the app. FollowUp CRM is a complex app with thousands of calculations being performed simultaneously hence the testing process must establish top-quality.

The Client

FollowUp CRM was a live project when the client came to us for further development. The target of the FollowUp team was to compete with top CRM platforms by implementing unique new features. They are committed to delivering a new online system for construction management to their users and the platform currently has more than 300 teams registered. The special feature of FollowUp CRM is its ability to be customizable according to the user’s company. Soon, the platform will dominate the industry by being the top online construction management system.

The Challenge

The FollowUp CRM team was looking for expert engineers to develop the desired features in minimum time. Since the client was unfamiliar with the programming domain, we made sure to remain constantly in touch and establish effective communication to build a trustworthy relationship. The project was already running and lacked documentation which gave us a challenge in developing an understanding of it by just studying the app itself. The development team needed the features to be constantly monitored for errors and that’s when our quality assurance team stepped into the project. Soon enough the client realized the value of quality control and requested that Mavric also deploy their quality assurance engineers to deliver a bug-free application. After the development of features, our quality assurance team took it upon themselves to deliver an app with seamless operations and bona fide functionalities.

Wireframes
Dashboard Preview

Technical Challenges

  • Our quality assurance team had to face multiple technical challenges to ensure the top quality of the application which they achieved successfully. Some of the technical issues they faced included the following::

  • Speedy Deployment: One of the project requirements was to have rapid deployment because the app was live and had real-time customers. Our quality assurance team dealt with the challenge by skimming through the standard practices to speed up the process and still made sure to deliver the best results.

  • Multiple types of testing: The application had many features, which served as the base of our in-depth testing. To certify the top quality, we performed multiple types of testing including API testing, database testing, manual, and automated testing .

  • Testing of third-party tools: Many features of the application had third-party tools integrated within, which is why we had to understand their working process and perform testing accordingly.

  • Multi-user testing: The app’s dashboard allows registered users to have multiple roles such as admin, owner, manager, etc. To check the app from each user’s perspective, we also performed detailed multiple-user testing.

Objective

FollowUp CRM aspired to automate the system of filing, planning, and management of construction projects by providing an online platform that was customizable to the user’s organization. The project was already running but this was the time to expand the market by adding new distinct features that were not present in any platform before. Given the short deadline of the project deployment, our quality assurance team had to work quickly while collaborating with the development team and keeping the client updated. An automatic system for managing sales and winning construction projects was a one-of-a-kind platform that even the most advanced construction firms needed.

Scope

We had to move quickly through the testing phase to enable rapid deployment of the app. This process involved extensive collaboration with the development team and urgent bug fixes.

Peer Review

The testing began by checking the functionality of the features and ensuring that it works with multiple users. Bug fixes were recommended after a thorough analysis of the code by multiple engineers. Throughout the project execution, we offered various suggestions to the client one of which was to use automated testing of the app. We successfully created the documentation of the entire project for additional resources to understand the project and its functionalities with ease.

Agile Development

At Mavric we ensure an agile approach to management to establish quick delivery of the project and to keep the client aware of the project’s progress. Implementing agile methodology gave us a significant boost in our development processes.

Web App

FollowUp CRM is a web app with Mavric as its development, quality assurance, and deployment center. We are the technology service provider offering APIs and backend services along with complete manual and automated testing for the app. Currently, the app is live and running smoothly with hundreds of teams registered over it.

    Key deliverables

  • Establishing a routine of bi-weekly deployment of the app.

  • Implementation of automated scripts for testing.

  • Preparation of extensive documentation for easy understanding of the app.

  • Streamlining the development and quality assurance processes.

Taskboard System
CI/CD Pipeline

Maintenance of the app

We are providing FollowUp with the full ongoing support of the app concerning the development of new features, testing for bugs ensuring a bug-free code, and implementing any changes if the project demands. We also monitor the app for smooth functioning and any urgent troubleshooting as there is 0% downtime and we respond immediately to clients’ requests.

Core features of the app

  • The core features of the app include:

  • Projects A project dashboard is present to add data regarding the ongoing projects.

  • Calendar Module The calendar module helps in scheduling meetings and calls with the prospective customer’s..

  • Proposal Generator The Proposal Generator feature allows you to have pre-generated templates for proposals so you can quickly assemble one for bidding on the projects.

  • Role-based access Customers registered on the app can all have different roles such as owner, admin, manager, senior engineer, etc. Each user has role-based access and sees the admin panel options accordingly.

  • Third-Party tools The FollowUp project has many complex third-party tools integrated within that are all functioning properly.

Outcomes

  • Successful new flow development: Despite having a strict deadline of 4 weeks, we were able to create the new MVP flow while simultaneously running the existing flow.

  • Implementing automated testing: At first, the project used manual testing only, but now our team has also started performing automated testing and is using advanced software for such purpose.

  • Delivering on time: Despite having strict deadlines, we delivered development as well as quality control phase on time.

  • Smooth operations: We were able to streamline many haphazard processes and perform all the steps in an organized way to deliver a seamless app.

  • Minimal data loss: The app was running with hundreds of users but during database migration, our team ensured there was minimum data loss.

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