Customer Engagement SaaS Application
Discover how Chirag Tech Solutions developed an All-in-One SaaS application for Lead Generation, Sales Management, and Deal Tracking. Our expert development team customized the core framework to enhance the platform's capabilities for generating and managing leads efficiently. Our SaaS solution utilizes a robust platform designed for generating leads, tracking customer engagement, and managing sa...
Client
Chirag Tech Solutions
Industry
Technology
Year
2024
Key Results
Enhanced Customer Interactions
Higher Conversion Rates
Stronger Brand Loyalty
The Challenge
Bulk Messaging via WhatsApp Templates
Implementing bulk WhatsApp messaging was challenging due to the platform's lack of native support. We needed to develop a compliant solution that could efficiently reach users while adhering to WhatsApp's guidelines.
Botpress Integration for Chatbot Functionality
Integrating Botpress chatbots to handle multiple simultaneous user interactions presented difficulties, especially with limited human support resources.
Bridging Marketing and Sales Applications
Synchronizing user data between marketing and sales applications was complex. Ensuring real-time updates and data format compatibility, while maintaining data integrity, was critical.
Stripe Wallet Implementation Based on Message Usage
Implementing a payment system with various subscription plans required a seamless way to track message usage and manage payments.
Accurate Billing for Message Types and Usage
Developing a system to monitor daily message usage, categorize message types, and generate detailed billing reports was essential for effective cost and usage control.
Our Solution
Seamless Data Integration and Connectivity
We built APIs for bi-directional data flow between platforms, ensuring real-time synchronization. A middleware layer handled data transformation for compatibility, supported by webhooks for instant updates. Robust error handling and logging maintained data integrity and operational reliability.
Bulk WhatsApp Messaging Module with Compliance
Developed a dedicated module within the platform's campaign system to support bulk WhatsApp messaging. Features included a simple interface for composing messages with pre-approved templates, managing recipients, scheduling sends, and tracking message statuses. Compliance with WhatsApp regulations and rigorous testing guaranteed effective and lawful user engagement.
Subscription System and Stripe Integration
Integrated Stripe as the payment gateway and created a subscription system featuring multiple plans (e.g., Plan A with 100 free messages, Plan B with 500 free messages). Enabled wallet recharges for additional messages, with payments calculated based on message type and direction, facilitating efficient payment management and monetization.
Chatbot Automation and Customizable Chatflows
Integrated Botpress chatbots to automate initial customer interactions, managing routine queries across multiple inboxes and escalating complex issues to human agents. Enabled users to create and customize chatflows within the platform, tailoring bot responses to specific business needs, thus improving support efficiency and consistency.
Comprehensive Reporting and User-Friendly Interface
Implemented a powerful reporting system linked to wallet functionality, tracking daily message usage by type and generating detailed billing reports. Users can specify date ranges to view message counts, categories, and billing amounts, ensuring transparent cost monitoring and usage control.
Our Process
Discovery & Planning
Collaborated with stakeholders to define requirements for lead generation, sales management, and customer engagement.
System Architecture & Design
Designed a scalable, modular architecture using Rails and Vue.js for seamless integration and extensibility.
Development & Integration
Built APIs, integrated third-party services (Stripe, Botpress), and developed real-time features for web and mobile.
Testing & Compliance
Conducted rigorous testing for WhatsApp compliance, payment accuracy, and chatbot reliability.
Launch & Optimization
Deployed the platform, monitored user feedback, and optimized for performance and user experience.
"The SaaS platform has transformed our lead generation and sales management. The integration of chatbots, bulk messaging, and real-time reporting has made our operations more efficient and effective."
Product Manager
Chirag Tech Solutions