CRM: Revolutionizing Customer Relationships

This CRM is an advanced customer relationship tool for sales funnels. It is a scalable solution that smoothly handles millions of daily transactions. It does smart things like detecting fraud, Funnel Building on runtime, Smart payment routing, and using AI for customer support. It provides an advanced admin portal where staff can manage end-to-end orders' journeys and run reports for deep analysis. Affiliate marketing plays a key role in its product marketing sales; it has the capability to manage Affiliates' commissions and payouts. It is a custom CRM that covers 100% of client business requirements.


Project Overview

CRM is a comprehensive and technically sophisticated CRM solution, meticulously designed to meet business needs. With precision and innovation, it introduces advanced functionalities for effective sales campaigns and order management alongside seamless integration capabilities for funnel launches via storefront APIs.


Subscription Management: Businesses can effortlessly manage subscription, fostering recurring revenue streams and enhancing customer retention strategies. With the same focus, We manage customers order subscriptions in CRM.


Fulfilment Management: CRM streamlines fulfilment processes, optimising order processing and ensuring timely customer delivery.


Affiliate Management: The platform facilitates seamless management of affiliates, tracking performance metrics and driving collaborative marketing initiatives.


Smart Routing Payment Gateway: CRM has multiple Payment Gateway Integrations, providing customers with flexible payment options and ensuring secure transactions. In the back, CRM routes customer payment with an advanced payment routing algorithm, ensuring high payment success.


Reports and Analytics: Advance reporting module helps staff access comprehensive reports and analytics, empowering data-driven decision-making and strategic planning for business growth.

The inclusion of funnel integrations via storefront APIs further enhances CRM's versatility. It enables seamless launch and management of sales funnels, maximizing conversion opportunities and enhancing the customer experience.

A Glance


Our client came to us with an urgent need to overcome the limitations of their current third-party SAAS-based solution. Although all SAAS-based solutions offered a range of features, they failed to address specific pain points hindering the client's growth and didn't match their business requirements.

The identified challenges included -


Inadequate Subscription Management: The third-party SAAS solutions could not effectively manage subscriptions, a critical part of the client's business model. The absence of a robust subscription management system resulted in operational inefficiencies and delayed the client's ability to adapt to evolving market demands.


Limited Flexibility in Campaign Automation: Companies using a third-party CRM system encountered limitations in setting up campaigns with specific product options. The client requested a more adaptable system to facilitate dynamic campaign configurations tailored to diverse product offerings, including regular product management and reorder timing adjustments.


Payment Gateway Constraints & Compatibility: The third-party solution's limited support for payment gateways restricted the client's ability to offer various payment options to customers. To expand their reach, the client wanted integration with a wider range of payment gateways, including popular hosted solutions, regionally suitable gateway options, and transaction management. Additionally, the third-party solution lacked integration with some 3DS payment solutions, a gap addressed by the CRM.


Reporting Capabilities & Performance Challenges: The reporting section of the third-party solution lacked detail, posing a challenge for the client in extracting actionable insights. The client was searching for a CRM solution development company with robust reporting and analytics features to improve decision-making processes.


Scalability Issues: Scalability concerns occur with the third-party CRM system, affecting performance during peak sales hours. Our tech development team changes the architecture when developing CRM to handle increased data loads and user interactions.


User Experience Issues: User experience plays an essential role in any product's success. The client was struggling with poor user experience with the old CRM.


We provided the following solutions-

  • Enhance user interface and experience by implementing Tailwind CSS for more polished design.
  • Strengthen and reshape the CRM system in alignment with business requirements. This involves functionalities, removing unnecessary features to offer best CRM solutions.
  • Conduct a comprehensive re-architecture of both product and campaign management systems to optimize efficiency.
  • Integrate Funnel using Storefront APIs to enhance the overall user experience and manage the sales process to increase more focus on funnel integrations.
  • Set up a specialized DevOps team to build a strong infrastructure. This involves automating deployment processes, daily backup routines, and configuring a master-slave architecture with load balancing for scalability during peak hours.
  • Integrate multiple payment gateways to provide users with diverse and convenient options for transactions through smart routing payment gateway.
  • crm campaign
    crm orders

Services We Provided

  • Frontend Development

Our frontend developers are experts in crafting interactive and responsive user interfaces. Leveraging modern frameworks and libraries such as React, Angular, and Vue.js, we bring your designs to life and ensure a smooth user experience across devices and platforms.

  • Backend Development

Our backend development team specializes in building robust, scalable, and secure server-side solutions. Using the latest technologies and best practices, we develop the backbone of your application, ensuring optimal performance and reliability.

  • UI/UX Design

Our UI/UX design team creates intuitive and visually appealing interfaces that enhance user experience and engagement of CRM software. From wire framing to prototyping and user testing, we ensure your product not only looks great but also functions smoothly.

  • Availability Support

We provide constant support for escalations, product launches, and offer extended assistance for effective coordination with overseas teams. Our commitment to availability ensures a seamless and successful project delivery, no matter the circumstances.

  • Solution Architecture

From conceptualizing the project with a detailed SRS document to designing and planning the architecture, our experts ensure a solid foundation for your product.

  • Agile Development Process

Our experienced developers follow an agile methodology, working in sprints and delivering daily reports. This approach ensures rapid development and flexibility to adapt to changing requirements.

  • Quality Assurance

Our dedicated QA team conducts thorough smoke testing, automated testing, and writes comprehensive feature specs and documentation to ensure the highest quality standards for your product. 

  •  Project Management Operations

Our dedicated PMOs take charge of project management operations, utilizing tools like GitHub to create project dashboards. This facilitates streamlined communication, task tracking, and efficient project execution.

Our Process & Approach

  • Requirement Gathering
  • Our Project Managers collected, documented and analyzed information about the needs and expectations of stakeholders to ensure that the CRM system meets their requirements.

  • Project Planning and Analysis
  • The PMO along with team planned and analyses the gathered requirement . We set expectations, objectives, and the overall vision for the CRM automation and implementation.

  • Application and DB Architecture
  • The Backend team starts DB designing after the planning phase and makes sure the structure they design is in such a way that can be used for additional features and functionalities.

  • High Level Division (Milestones)
  • We broke down a project into significant, measurable, and achievement-based events or points in time. These milestones serve as markers to assess progress and ensure that the project is moving in the right direction.

  • Low Level Division (Sprints)
  • Team was committed to delivering a potentially shippable product increase by the end of each sprint which was planned by having discussions with clients and their priorities.

  • Implementation and Daily Scrums
  • Team works on user stories, features, or tasks assigned for the current iteration or phase and daily updates are shared to client defining the sprint progress.

  • Continuous Integration and Deployment
  • Our team implements continuous integration and deployment practices, automating the build, test, and deployment processes. This ensures that new code changes are regularly integrated and deployed, leading to faster delivery and reduced risk of errors.

  • Quality Assurance
  • We employ a rigorous quality assurance process, encompassing thorough testing, code reviews, and quality checks at each stage of development. This ensures that the final product meets the highest quality standards and performs reliably in production environments.

  • Monitoring & Performance Analysis
  • We set up monitoring systems to track the performance continuously and health of your application. Our team conducts regular performance analysis, identifying bottlenecks and optimizing system performance to ensure optimal user experience and scalability.

  • Regular Code Audits & Upgrade
  • Regular audits at the end of each sprint is done by Team Leads to make sure there is no redundant code and it follows the standard principles. Tech stack is kept up to date to ensure smooth working of the project.

  • Innovation & Effective Communication
  • We foster a culture of innovation, continuously exploring new technologies and methodologies to enhance your product. Effective communication is key to our approach, ensuring transparent collaboration and alignment with your business goals throughout the project lifecycle.

App Modules

Product Management:

1. Create, Update & Delete product

2. Manage Verticals of Product

3. Manage Option Types of Product

Customer Management:

1. Manage Customer Details

2. Blacklist the Customer

3. Subscription Management

4. Transactions History

5. Order History

6. Add Notes

7. Add Logs of The Customer

Campaign Management:

1.  Manage Campaigns

2. Add Affiliates

3. Create Autoresponder Emails

4. Select Fulfillment Options

5. Set Fulfillment Delay

6. Choose Billing Cycle

7. Set Reorder Days

8. Manage Offer and Upsell Products

9. Set Reorder Days and Upsell window time

Orders Management:

1. View Orders and Item Summaries

2. Blacklist Customers

3. Access Detailed Order

4. Transaction Information

5. Set Fulfillment Delay

6. Status Tags for Transactions 

7. Annotate Transactions

Payment Management:

1. Monthly Cap Limits Gateway

2. Card Type Descriptor

3. Default Re-bill Flow

4. Simplified Routing Configuration

5. Gateway Profile Optimization

6. Corporation & bank management

Subscription Management:

1. Subscription Handling

2. Refund and Cancellation

3. Renewal Date Monitoring

4. Viewing Subscription History

Administration Management:

1. Role-Based User Management

2. Log Management

3. Blacklist Customer Management

4. Plugin Management

5. Affiliate Management

6. Card & Webhook Oversight

85+ More Features

Advanced Features & Integration

  • Multi Payment Gateway Support
  • In CRM, we integrated multiple gateways that can be used and configured across various campaigns and funnels. This ensures smooth payment gateway routing. These gateways offer support for both 3DS and non 3DS payments. We integrated 30+ payment gateways, including Paypal, Klarna, Sofort, Axcess Merchant Services, Celeris Pay, Paynetworx, NMI, Fluid Pay, and CheckoutV2.

  • Centralized Management
  • With CRM, we centralize the management of campaigns and campaign categories, as well as offer and upsell products. We can also create and associate affiliates with these campaigns. In contrast, the previous system required us to perform these tasks in a separate platform. Additionally, we have the ability to create multiple versions of products and verticals directly from the CRM.

  • Subscription Management
  • CRM provides ability to users to manage subscriptions effectively. CRM users can now cancel, refund the amount, check the next renewal date of the subscription along with their subscription history. Our team ensures scalable subscription management system that helps users.

  • Customized Reporting
  • To have the complete details of the campaigns and funnels running through CRM, we developed a cloud-based solution to generate the reports much faster. We created the reports, which include sales reports, campaign reports, and others. These reports empower users to make informed business decisions quickly that enhance the efficiency of the marketing campaign management system.

Tech Stack

redis server
new relic

Project Status

Bluebash continues to focus on improving CRM system while it is currently in use. We continue to work on the application to provide the desired outcome to the client.

project status

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I have gone through many consulting firms and no-one has given by the attention and quality of work that Bluebash has supplied. Bluebash are masters of their trade with decades of experience and using all the latest technologies.

Their goals are aligned for my project's success now and into the future.

I'd HIGHLY recommend Bluebash to anyone that wants to develop a successful project!

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CRM is an advanced customer relationship tool for sales funnels. It is a scalable solution that smoothly handles millions of daily transactions.




9 specialists


1600+ hours




Ruby on Rails/ Reactjs/ PostgreSQL/ AWS/ Stripe/ Trizetto/ Twillo/ Mailgun


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