Improving User Experience And PayPal Invoice Integration
Overview
ClientConnect Pro is a comprehensive Customer Relationship Software tailored to streamline various business processes such as customer data management, interactions, support, and financial transactions. It facilitates tasks like vendor quote generation, purchase logging, work order management, and receipt tracking, empowering businesses to enhance customer relationships and operational efficiency.
Technical Stack
Industry
CRM Software, Information Technology
Region
United States
Project Size
Non- Disclosable
Highlights
Role-based Permissions
Two-Factor Authentication
GIS ESRI Software Integration
Smart Device Integration
Challenges
The system lacked a robust global and page-specific searching capability, limiting user efficiency.
- Solution: Leveraging the thinking-sphinx gem, we implemented a global search feature. Faced with challenges due to the gem's outdated status and limited documentation, we customized its functionality to integrate seamlessly with the client’s portal.
The client required a seamless PayPal invoice integration to facilitate financial transactions and ensure accurate invoice delivery.
- Solution: Developing the PayPal invoice feature from scratch, we followed PayPal's guidelines to ensure secure and reliable invoice generation, delivery, and confirmation processes, meeting client expectations for financial transaction management.
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Years of Business
Experience
Happy
Customers
Countries with
Happy Customers
Agile enabled
employees
Core Features
- GIS Software Integration (ESRI)
- PayPal Invoice Management
- GPS Fleet Tracking System
- Detailed Reporting and Analytics
- Automatic Customer Notifications
No. of Developers
02
Time Frame
March 2022 - Ongoing
Experience With Bacancy
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