App Development

Call Tracking & Customer Follow-Up Management App & CRM

A custom mobile CRM designed for shops to manage customer calls, shared missed calls, employee activity, and follow-up reminders efficiently.

Client
Sanjivani Pharma
Service
SAAS, Mobile App
Year
2026
Call Tracking & Customer Follow-Up Management App & CRM

Project Overview

This project involved building a custom call tracking and follow-up management application designed specifically for businesses that handle large volumes of customer calls through multiple employees.

Many shops rely heavily on phone communication for sales and follow-ups, but they often lack a structured system to track calls, missed opportunities, and customer follow-ups. The objective of this application was to create a centralized platform where shop owners can monitor customer interactions, assign follow-ups, and ensure that no potential lead is missed.

The system allows shop admins to upload customer databases, monitor employee call activity, track missed calls across teams, and assign reminders for follow-ups. Employees can easily manage customer calls within the app while the admin gets full visibility into call performance and customer engagement.

The Work

Inside the app

Call Tracking & Customer Follow-Up Management App & CRM
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Call Tracking & Customer Follow-Up Management App & CRM
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Call Tracking & Customer Follow-Up Management App & CRM
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The Solution

What we built

I designed and developed a custom call tracking application with role-based access control, allowing shop owners, admins, and employees to interact with the system based on their responsibilities.

The platform introduces a centralized customer database where shop admins can upload customer lists through Excel or CSV files. Employees can then access these customers directly through the app and initiate calls using the built-in dialer.

One of the most powerful features implemented was the Shared Missed Call System. If a customer calls an employee and the call is missed, the missed call automatically appears in the shared list for all employees within the same shop. This ensures that any team member can quickly respond and prevent potential customer loss.

Another key feature is the Reminder Module, where shop admins can schedule follow-up reminders for employees. These reminders are delivered through push notifications to ensure important customer interactions are never forgotten.

The result is a collaborative communication management system that improves response time, accountability, and customer follow-up efficiency.

Our Process

FROM IDEA
TO LAUNCH

How this project went from a brief to a finished product.

  1. Discovery & Scope

    We map the goals, the users and every screen before anything is designed, so the build starts from a plan rather than a guess.

  2. Design

    Wireframes first, then the visual design — reviewed with you at each step so there are no surprises at launch.

  3. Development

    Clean, fast code on a stack chosen for the project, built to be easy to maintain and ready to grow.

  4. Testing & Launch

    Cross-device checks, performance tuning and a monitored launch, followed by support once it is live.

Tech Stack

Built with

  • Android
  • React
  • Node.js

The Result

The application significantly improved how shops manage customer communication and follow-ups. Instead of relying on manual tracking or scattered phone records, shop owners now have a centralized system that provides full visibility into customer calls and employee activity.

Hardik is truly dedicated to meeting client expectations. He communicates effectively, demonstrates great patience, and is highly reliable.
Ravjot Kaur Ravjot Kaur Founder at Vision Disability Sevices