ScreenTrack CRM Web Application
**BACKGROUND** A company that specializes in pool enclosures, screen rooms, and patio inserts reached out to us to create a tailored CRM web application aimed at centralizing and optimizing their operations. As their business expanded, they needed a unified platform to manage customer information, process orders, schedule installations, handle payments, and facilitate effective communication between their sales and service teams. Previously, they relied on a combination of various tools and manual tracking methods, which resulted in inefficiencies and data inconsistencies. The client sought a contemporary, web-based solution that would simplify internal processes, improve customer interactions, and offer comprehensive reporting to aid in decision-making. **SOLUTION** We designed a fully integrated CRM web application using Angular for the frontend and Laravel for the backend, specifically tailored to address the company's operational requirements. The system enables the team to manage customer information, monitor orders, upload project images, conduct installation and sales surveys, and send notifications seamlessly. We developed a scheduling feature to streamline service appointments and ensure efficient project execution. For enhanced communication, we integrated Twilio to automate text messaging to customers. To simplify payment processing, the CRM utilizes the Square Payment Gateway for secure and efficient transactions. Additionally, we included the GPT API to automatically enhance text entries, improving message clarity and consistency. The application was deployed on the AWS Cloud, utilizing EC2, Amplify, RDS, S3, and Route 53 to ensure scalability, security, and reliability. The outcome is a robust and user-friendly CRM that has significantly enhanced the client's workflow efficiency, communication, and overall business management. **TECHNOLOGIES & SPECIFICATIONS**