Case Study
CRM APP
Field operations (customers, staff assignments, and service tasks) were managed manually, causing delays, poor visibility, and inconsistent follow-up.
Overview
Coconut CRM is a full-stack web app (with Android packaging support) for service teams. Key capabilities include: Admin and staff authentication flows Customer, location, staff, and task CRUD workflows Staff task board with periodic auto-refresh and completion updates Daily and staff-performance reports with date/staff/location filters Session tracking (manual logout + timeout handling) Admin password reset via OTP email flow
Problem
Field operations (customers, staff assignments, and service tasks) were managed manually, causing delays, poor visibility, and inconsistent follow-up.
Solution
We built a role-based CRM that centralizes customer management, staff assignment, task execution, and reporting in one system. Admins can manage operations end-to-end, while staff can update and complete assigned tasks from a focused task interface.
Tech Stack
Results
- Reduced manual coordination by centralizing customer, staff, location, and task workflows into one CRM.
- Improved field execution visibility with real-time task updates and 15-second auto-refresh for staff assignments.
- Increased accountability through role-based access, session tracking, and automatic admin timeout/logout handling.
- Enabled faster decision-making with filterable daily and staff-performance reports (date, staff, and location).
- Strengthened security and recovery with JWT auth, OTP-based admin password reset, and protected report access.
- Built deployment flexibility by supporting both web usage and Android packaging via Capacitor.
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