Designing Mobile Billing & CRM Applications for Efficient Operations

Optimizing Shipping Operations & Lead Monitoring Application


Our client leverages deep industry expertise to deliver business management software for the petroleum distribution, agriculture, and commodity industries. Headquartered in Fort Wayne, Indiana with multiple offices across the globe, they have nearly 40 years of experience providing end-to-end Enterprise Resource Planning (ERP) and Commodity Trading and Risk Management (CTRM) to over 500 customers in more than 25 countries.

Their existing mobile billing app for tablet suffered from critical technical limitations with warning system, memory usage, security measures, code architecture, performance, and framework issues. They also needed a new CRM App to efficiently manage orders, track sales progress, and provide real-time data analysis and reporting capabilities.

Mobile Billing Application – As a technology partner, we conducted an analysis of their iPad app, which included evaluating its warning system, identifying and fixing memory leaks, assessing its data security measures, conducting a code review of its architecture, measuring its performance, and ensuring timely framework updates.

Challenges and Opportunities

Our client needed a new customized CRM mobile application to efficiently manage orders, track sales progress, and provide real-time data analysis and reporting capabilities.

  • A real-time data processing system was needed to handle and analyze the measurements in a timely manner.
  • Addressing any latency or connectivity issues to ensure smooth integration and communication between the meter and the app.
  • Ensuring compatibility with multiple payment gateways and currencies to secure payment transactions.
  • Designing and implementing a data visualization system that accurately represents the data and is easy to interpret.
  • Implementing encryption and secure authentication to protect sensitive customer data.
  • The app faced maintainability challenges, such as poor code quality, technical debt, and inadequate code architecture.
  • It needed a user-friendly interface for smooth navigation and functionality.

Our Solution

We conducted a discovery and assessment phase for the app development, which involved designing and architecting the app using Unified Modeling Language (UML) diagrams. Our Enterprise CRM App tracks stock, inventory, delivery, and sales force and provides access to real-time updated information to manufacturers, distributors, and field forces.

  • LCR/LSR Meter Integration – We provided both hardware/software integration to easily perform measurements on the go, without the need for a separate metering device.
  • Payment Gateway Integration – Multiple payment gateways were integrated with extensive testing and customization to accept payments in different currencies.
  • Framework Upgradation & Scalability – After analyzing the software development kit (SDK), we customized the application’s front end using an updated Bluetooth-enabled Ionic framework. The designed architecture was scalable to handle increased traffic and data processing.
  • Custom Graph Integration – We designed custom cylindrical graphs to help clients with easy data reading and interpretation.
  • Data Security – Encryption and secure authentication to ensure sensitive customer data is safe from breaches.

Technology Stack


React Js



SQL Server



Agile Methodology





Impact and Business value

  • Upgrading the mobile application made it more stable, and increased the productivity of field agents by 80%.
  • Optimizing data access during CRM launch reduced the time to retrieve data by 50%.
  • Our solution provided a competitive edge.

It offers the following other benefits :

  • It offers offline capabilities to the CRM application to enable automated data synchronization even when connectivity is missing. This is important because field personnel may need to access customer information, sales data, and other critical information while on the go or in areas with poor network coverage.
  • A scalable architecture to handle increased user loads without compromising performance or security.
  • Encryption and secure authentication to ensure sensitive customer data is safe from breaches.
  • A mapping solution to track routes and leads’ locations within the CRM system.
  • Optimized user interface to ensure ease of use and navigation for staff.
  • Google Map Integration for efficient routing and delivery management.

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