We love it when a project throws up a challenge… and this one was no different!
Klever Media were tasked with creating a web application that would act as both a CRM (Client Relationship Management) tool and an appointment booking service. We were asked to develop the software so that that clients could store specific customer data for each person they work with; including timestamped notes about conversations and appointments, all stored in the one place for easy access.
React JS (a javascript library developed by tech giant Facebook) seemed the perfect technology to achieve the clients needs. Not only is fast, it’s also scalable and able to grow with the business.
First, we enabled authentication for the app. This prevents unauthorised people from accessing the app and helps us keep track of who’s doing what! To do this, we used an awesome service called Firebase Authentication.
When we create a new product or service, our mission is to make sure it meets customer needs and expectations. With each creation comes a different set of challenges and tech stack. See below for what we used:
The CRM part of the application allows and administrator to create new customer and store relevant information about them. Once a user has been created, the admin can then add timestamped notes and view the customers past, upcoming and missed appointments.
The booking system allows a customer to book an appointment from allocated working hours, from a list of available time slots. The customer and admin both receive a confirmation email which is triggered using SendGrid. This feeds into the main dashboard, where the admin can view all upcoming appointments for the week.
When we create a new product or service, our mission is to make sure it meets customer needs and expectations. With each creation comes a different set of challenges and tech stack. See below for what we used:
