About
One of DigiMantra’s clients, the head of a multi-departmental organization, faced challenges in managing and streamlining organizational operations. To resolve this issue, DigiMantra designed and developed a powerful centralized serverless CRM solution leveraging AWS Lambda, which enabled each department to seamlessly tailor up to 20 fully customizable modules and sub-modules to its unique needs, resulting in enhancing the overall organizational efficiency.
Challenge
The client faced significant challenges in obtaining a clear and unified overview of activities across different departments.
Lack of a Centralized Platform
The absence of a unified system prevented the client from effectively monitoring employee activities and work progress across multiple departments, resulting in limited visibility and no comprehensive overview of ongoing work within the company
Inefficient Management
The fragmented system and restricted insight into information across departments created barriers to effective management and coordination throughout the company.
Complex Module Customization Needs
Different departments require tailored modules and sub-modules to manage their unique workflows, but the existing system lacked the flexibility to support easy creation and modification by non-technical users.
Data Silos and Poor Collaboration
Information remained isolated within departments, making cross-team collaboration difficult and reducing overall operational efficiency.
Solution
To address the client’s challenges, DigiMantra’s experts developed cutting-edge serverless CRM software leveraging AWS Lambda technology, enabling scalable, flexible, and efficient module management without the overhead of traditional server infrastructure.
Centralized Platform for Holistic Management
We developed an all-in-one platform that integrates modules across various departments, enabling seamless collaboration and providing a unified, comprehensive view of the entire organization.
Highly Customizable Modules
We developed an intuitive system that allows users to record various activities and incorporate different features tailored to their department’s needs, such as adding notes, scheduling meetings, viewing call logs, attaching files, and more, making the CRM both flexible and user-friendly.
Unified Data Retrieval
We developed smart software that automatically fetches and syncs shared information across multiple modules. Whenever two modules reference a common topic, relevant data is seamlessly reflected in both, ensuring accuracy, coherence, and streamlined access.
Stage-Based Record Logging
We implemented a dynamic process where each new record triggers the creation of a corresponding stage, serving as a clear, traceable log of the record’s origin and lifecycle. This structure not only enhances transparency but also simplifies tracking and auditing of all data entries.
Business Outcomes
The implementation of DigiMantra’s serverless CRM solution delivered measurable and transformative results for the client.
Enhanced Operational Efficiency
Automated workflows and task management significantly reduced manual effort, cutting down time spent on repetitive tasks by up to 40%, and improving overall productivity across departments.
Improved Cross-Departmental Visibility
With a centralized platform in place, department heads and leadership gained a holistic, real-time view of operations, enabling better planning, resource allocation, and faster decision-making.
Scalable Customization without IT Dependency
The intuitive module creation system empowered non-technical users to design and manage up to 20 customized modules without developer support, accelerating rollout and reducing development costs.