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CRM Extension & Client Messaging Platform for Tax Attorney Firm

Services Covered:

Custom Software Development • Website Development • Software QA and Testing
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Industry
Industry

Real Estate

Duration
Durationinfo-circle

11 months

Budget
Budget

10K - 49K

Start Date
Start Date

1 December 2023

Team Size
Team Size

1-5

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
80/100
Strong

Project Capability Score (PCS) estimates how capable FLEAPO 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

Property Tax Refund Group

mapChicago, United States of America

Project Summary

Fleapo provided custom software development to extend and white-label a tax-attorney firm's CRM, adding messaging, payment, calendar and document-signing capabilities. The team built interfaces for agents, integrations with Stripe, Twilio, SendGrid, Google Meet and DocuSign, and prepared white-label features for resale. The client reports organized project management, timely deliveries, and strong adaptability, resulting in a positive ongoing partnership.

Key Challenges

  • Extend the functionality of the CRM so that it can be white labeled to other firms.
  • Build the CRM for PTRG's own internal use.

Project Deliverables

  • Provide an interface in which agents can view/modify data about clients and their properties.
  • Build a calendar widget that allows for meeting creation with Google Meet.
  • Implement a payment widget with Stripe that allows for custom invoicing.
  • Build a system for messaging clients backed by Twilio and SendGrid.
  • Enable secure document signing methods and interfaces with DocuSign.
  • White label features for sale to other enterprises.

Project Solution

Fleapo delivered a CRM extension and associated features: they implemented an agent-facing interface to view and modify client/property data; added a Google Meet-capable calendar widget; integrated Stripe for custom invoicing and payments; built client messaging backed by Twilio and SendGrid; enabled secure document signing via DocuSign; and developed white-labelable features for sale to other firms.

Project Outcome

  • Seeing incremental progress on demos and maintaining actively updated staging and production branches signaled success.
  • Items were usually delivered on time or ahead of schedule, with organized project management via Trello.
  • The client reported strong responsiveness and adaptability from the vendor.

Platforms

  • WebWeb

Tech Stack

  • StripeStripe
  • TwilioTwilio
  • SendGridSendGrid

Client Endorsement

Overall Review Rating

4.25star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

Fleapo has received positive feedback for its organized and communicative approach. Internal stakeholders particularly value the team's ability to adapt to new challenges. Their timely delivery and responsiveness to our needs have contributed to a productive and positive partnership.

Kevin Sangmuah

CTO

Note: This endorsement is based on publicly available client feedback from external review sources.

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