Digital Loan Management Solution for Sarvdhan

OfficeBeacon

Custom Web Platforms with CRM, E-Sign, Cloud & Meeting Integrations for Business Efficiency

Client Overview

Our collaboration with OfficeBeacon led to the development of a robust service marketplace using Node.js and Vue 3, streamlining client requests for services like graphic design and development. We also customized NextCloud for a seamless cloud experience and enhanced the Krayin Laravel CRM by integrating advanced reporting tools and payment solutions like Bill.com. Additionally, we implemented e-signature functionality with HelloSign and integrated virtual meetings using BigBlueButton, creating a unified platform to optimize OfficeBeacon’s operations.

Services:

Custom Software DevelopmentEnterprise Solutions Integration

Business type:

Small and Medium Enterprises

Technologies:

Industry:

Business Process Outsourcing

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Our Project Challenges

1

Service Marketplace Customization

The challenge was building a scalable platform that allowed clients to post service requests while managing a competitive bidding system for freelancers, all while maintaining a user-friendly experience.

2

Cloud Platform Personalization

Customizing NextCloud to fit OfficeBeacon’s specific needs, including white-labeling and seamless sync across mobile and desktop, posed significant user experience and scalability challenges.

3

CRM Enhancement

Integrating advanced reporting, e-signature tools, and payment solutions into the CRM was challenging due to the need for seamless API integrations while maintaining usability.

4

Seamless Virtual Collaboration

Integrating BigBlueButton for virtual meetings into OfficeBeacon's CRM and systems required balancing performance with smooth collaboration tools, ensuring high-quality user experiences.

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Key Features
User-Friendly Service Request Portal

A platform for clients to easily submit service requests and manage their needs. This intuitive interface allows for quick navigation and ensures that clients can efficiently track the status of their requests in real-time.

Customizable NextCloud Solutions

White-labeled cloud solutions tailored for enhanced collaboration. This flexibility enables OfficeBeacon to maintain brand identity while providing a robust environment for file sharing and communication among teams.

Enhanced CRM Interface

Optimized user interface in the Krayin Laravel CRM for improved usability. The streamlined design not only reduces the learning curve for new users but also allows existing users to access essential functions more swiftly.

Integrated Reporting Capabilities

KoolReport integration for generating advanced reports within the CRM. These capabilities empower OfficeBeacon to analyze performance metrics efficiently, leading to data-driven decision-making and improved service delivery.

Comprehensive User Features

1

User-Friendly Service Request Portal

2

Customizable NextCloud Solutions

3

Enhanced CRM Interface

4

Integrated Reporting Capabilities

5

E-Signature Functionality

6

Virtual Meeting Integration

7

Mobile and Desktop App Configuration

Solutions Delivered
Advanced Customer Portal

We developed a powerful customer portal using Node.js and Vue 3, allowing clients to post service requests and enabling freelancers to bid on them. This feature transformed OfficeBeacon’s platform into an efficient service marketplace, enhancing interaction between clients and service providers.

Customized NextCloud Integration

Our team implemented a customized NextCloud solution, tailored to OfficeBeacon’s operational requirements. This provided a fully white-labeled experience across both mobile and desktop platforms, ensuring brand consistency and seamless file management.

Optimized CRM Functionality

We enhanced the Krayin Laravel CRM by integrating KoolReport for advanced reporting. This upgrade enabled better data visualization and analytics, while performance optimizations improved usability and overall CRM responsiveness.

Custom CRM Reporting Tool

A dedicated CRM Reporting Tool was developed to deliver actionable insights through customizable dashboards and detailed performance metrics. Powered by KoolReport, it empowered OfficeBeacon with real-time data visibility to support informed decision-making.

Commission Portal Development

We designed and deployed a Commission Portal to manage team commissions, payouts, and performance metrics. This module ensured accurate tracking, automated calculations, and transparent workflows for sales and service teams.

E-Signature and Payment Processing Integration

To simplify operations, we integrated HelloSign for digital signature workflows and Bill.com for payment automation. These integrations streamlined contract execution, payment tracking, and billing—directly within the CRM platform.

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The Outcome

The collaboration with OfficeBeacon led to a significant enhancement in their operational capabilities and client satisfaction. The implementation of a user-friendly service request portal streamlined workflows, while custom solutions optimized collaboration and reporting. The integration of e-signature functionality and virtual meeting tools facilitated seamless communication. Overall, these innovations positioned OfficeBeacon for growth and adaptability in a competitive landscape, enabling them to effectively meet evolving client demands.

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Our Development Process
Discovery & Planning
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