endorsedOngoing

Custom CRM and Payment Integration for Trade Alliance Group

Services Covered:

Custom Software Development • API Development

Industry

Construction

Duration

122 months

Budget

200K - 999K

Start Date

1 June 2016

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

72/100

Good

Project Capability Score (PCS) estimates how capable Fingent is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Trade Alliance Group

Australia

Project Summary

Fingent built a custom CRM for Trade Alliance Group that includes payment and accounting integrations; the system runs on SQL Server and is hosted on an Azure virtual machine. The solution improved billing efficiency and replaced a previous failed CRM, and the client values the vendor’s transparent costs, quick turnarounds, and proactive support.

Key Challenges

Replace a failed CRM built by a previous vendor
Support a multi-party customer relations model for builders and suppliers
Integrate payments and automate invoicing and billing workflows

Project Deliverables

Test premixed concrete ordering application
Custom CRM system
SQL Server database
Azure-hosted virtual machine
Credit card payment integrations
Automated invoicing integration
Planned bank account membership fee integration

Project Solution

Fingent first built a test ordering application and then expanded the scope to a full CRM based on client-supplied specifications and suggested efficiency improvements. The vendor built the database in SQL Server, hosted the virtual machine in Azure, implemented CRM workflows to support builders and suppliers, and added payment integrations for credit cards and automated invoicing with the client’s accounting software. Additional integrations for direct bank draft membership fees are planned.

Project Outcome

Increased billing efficiency and improved over the prior system
Successful adoption and transition from the previous vendor’s solution
Faster issue resolution and predictable costs due to estimates and vendor assuming final cost

Platforms

Tech Stack

SQL
Azure

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Billing is now more efficient for internal and external stakeholders. Fingent Corp. has created a successful relationship with transparent costs, quick turnarounds, and proactive support. The team is communicative and a helpful partner for best practices and long-term development.”
Brett Crowther
Director
Date: 06/25/2018