endorsedCompleted

Custom CRM and Billing System for Insurance Audit Company

Services Covered:

Custom Software Development • Website Development

Industry

Financial Services

Duration

36 months

Budget

200K - 999K

Start Date

1 December 2019

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

81/100

Strong

Project Capability Score (PCS) estimates how capable KanhaSoft 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

Confidential

Lakewood, United States of America

Project Summary

KanhaSoft delivered a full-stack solution for an insurance premium audit company, building a custom CRM, scheduling system and a billing/time-tracking platform using Laravel, Bootstrap, jQuery, JavaScript and MySQL. The backend/admin site and related tools increased the company's productivity and supported operations across multiple business functions. The vendor communicated via Slack, Trello and Google Drive and provided responsive, ongoing support.

Key Challenges

Needed a full-stack solution including a custom CRM and scheduling system for field and virtual employees
Required a billing and time-tracking system supporting clock-in/clock-out and billing for clients and subcontractors

Project Deliverables

Custom CRM
Scheduling system for field and virtual employees
Billing and time-tracking system (clock in/clock out, subcontractor/client billing)
Backend/admin site
Wireframes and milestone-based implementation

Project Solution

KanhaSoft ran kickoff and brainstorming sessions, produced wireframes and milestones, and developed the system iteratively. They implemented a full-stack web solution using PHP/Laravel with Bootstrap, jQuery and MySQL, delivering the CRM, scheduling functionality and a billing/time-tracking system. The team of four (two full-stack, one front-end and one back-end) handled development, pivots and integrations with third-party APIs.

Project Outcome

Productivity increased by 100% after launching the backend site
Improved operations across multiple business functions
Responsive, around-the-clock support and quick troubleshooting

Platforms

Tech Stack

Laravel
Bootstrap
jQuery
JavaScript
MySQL

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“With the launch of the backend site, the company's productivity grew by 100%. The KanhaSoft team provided tremendous help across all facets of the business. They used Slack, Trello, and Google Drive to communicate and share files. Customers can expect a creative and responsive team.”
Anonymous
CEO
Date: 01/01/2023