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Case Study: Custom Software Development

Customers101 CRM Platform

Executive Summary

Striano, a software product development firm, identified a critical challenge facing small businesses today: the overwhelming complexity and cost of managing customer relationships across multiple disconnected platforms. Research shows that small businesses spend an average of 4-6 hours per week switching between different tools and lose up to $12,000 annually on redundant software subscriptions.

In response, we are launching Customers101, an all-in-one CRM platform that helps entrepreneurs and small businesses increase ROI through an easy-to-use online platform to seamlessly manage leads, website health, email funnels, booking/calendars, and other services in one place.

Team Size

Duration

Expertise Deployed

Services Provided

Location

Industry

10 members

12 months

PO, Devs, UX/UI Designer, DevOps, PM, QA

Software Architecture, UX/UI Design, Web App Development, Custom Software Development, and System Integration Services

USA

CRM

Team Size

10 members

Duration

12 months

Expertise Deployed

PO, Devs, UX/UI Designer, DevOps, PM, QA

Location

USA

Industry

Business consulting

Key Business Impact

1,000+
Acquired small business customers within the first year
30%
Reduction in average software costs for customers
25%
Increase in lead conversion rates for users

CRM Challenges for Entrepreneurs and Small Businesses

Managing 3-5 different software subscriptions for customer relationships

Spending $300-$700 monthly on multiple disconnected tools

Wasting 20+ hours per month on manual data transfer between systems

Increased risk of errors from manual data entry

Delayed customer response times due to scattered information

Lost opportunities from inefficient lead tracking

Inconsistent customer communication

Inability to see the complete customer journey

The Path to a Unified Solution

Striano aims to help small businesses increase efficiency and ROI by transforming operations with technological innovation and process automation. Led by founder and CEO Flavio D. Strianese, our software development team collaborates with business owners to understand their in-house workflow and custom-design software system solutions that increase profitability through operational efficiency and optimized processing.

 

Client Feedback

"Customers101 has revolutionized how we manage our customer relationships. It's like having a full-time marketing team at a fraction of the cost!”.

Sarah Horseman, Startup Founder

Ready To Grow Your Business With Higher Productivity?

1. Introduction

Project Objectives

After extensive research and collaboration with small business owners, we identified three core objectives for the Customers101 platform:

  • Develop an integrated CRM solution tailored specifically for small businesses and startups
  • Simplify customer relationship management processes through intuitive design
  • Provide a cost-effective alternative to multiple, separate software subscriptions

2. Challenges and Opportunities

Technical Challenges

Our development team faced several key challenges:

  • Integrating diverse functionalities into a cohesive platform
  • Ensuring scalability for growing businesses
  • Developing an interface accessible to non-technical users
We transformed these challenges into opportunities by:
  • Creating a unified platform to replace multiple subscriptions
  • Tailoring CRM functionalities for small business needs
  • Implementing AI and machine learning for predictive analytics

Technical Innovation

Scalable Architecture

  • Challenge:
  • Ensuring consistent performance with a growing user base
  • Solution: Deployed microservices and containerization for dynamic scaling

Unified Data Mode

  • Challenge: Integrating diverse data types from various CRM functions
  • Solution: Implemented a flexible, NoSQL database schema maintaining relationships between different entities

3. Solution Overview

Transforming Customer Management For Small Businesses

Customers101 integrates all aspects of customer relationship management into a single, easy-to-use interface with an intuitive dashboard. The platform transforms how small businesses manage customer relationships through:

Key Features and Functionalities

  • Centralized lead capture and management
  • Integrated website and funnel creation tools
  • Seamless calendar and scheduling system
  • Comprehensive email marketing capabilities
  • Real-time customer data analytics and reporting

4. Technical Approach

Technology Stack

Amazon Web (AWS) for Cloud Infrastructure

Frontend: React.js for responsive user interface

Backend: Node.js for scalable performance

Database: MongoDB for flexible data management

Architecture Overview

Customers101 utilizes a microservices architecture, ensuring scalability and modularity. This approach allows for seamless integration of vital components, including CRM, lead management, website tools, email marketing, and analytics, creating a unified user experience

Integration Points

Seamless integration with existing systems and third-party AI tools.

5. Development Process

Methodology

Our team maintained flexibility and responsiveness throughout development using an Agile methodology with two-week sprints. We progressed through four key phases:

  1. Core CRM functionality and lead management
  2. Website and funnel creation tools
  3. Integration of calendar and email marketing features
  4. Analytics and reporting capabilities

Team Structure

We assembled a cross-functional team to collaborate with TSG’s in-house team, comprised of a product owner, project manager, software developers, data analysts, and quality assurance specialists.

● Project Managers

Led the project, coordinated between teams, and ensured milestones were met. Their management skills ensured the project’s alignment with business objectives.

● Software Developers

Built the platform’s core functionalities, focusing on scalability, robustness, and integration capabilities. Their coding expertise was critical in implementing new features and optimizing performance.

● Data Analysts

Worked on data integration and analytics, enabling real-time insights and improving decision-making processes.

● Quality Assurance Specialists

Conducted comprehensive testing to ensure the platform’s reliability and performance. Their efforts in unit, integration, and user acceptance testing reduced the change failure rate and improved overall quality.

● Product Managers

Acted as TSG’s extended team, providing strategic advice and guiding the development of new features. Their insights led to the platform’s expansion by 50% with new modules and sub-modules.

Development Process

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Custom Software Development Process

6. Quality Assurance and Testing

Quality and Implementation

Our commitment to quality includes:

  • Comprehensive testing across unit, integration, and end-to-end scenarios
  • Load testing for high-traffic simulation
  • Optimized database queries and API calls
  • CI/CD pipeline for reliable updates
  • In-app tutorials and documentation for user adoption

9. Results and Impact

Key Takeaways & Technical Achievements

Customers101 successfully delivers on its promise of an integrated, cost-effective CRM solution for small businesses. The platform demonstrates significant value in streamlining customer management processes and improving user efficiency.

Robust architecture ensures uptime of
99.9%
Page load times under
2 ''
Integration of multiple CRM tools
100%

Ready to Transform Your Customer Management?