Modernizing a SaaS CRM with workflow automation and AWS
A dedicated team added automation, device sync and a resilient AWS deployment so a growing CRM could scale and compete.
The situation
A SaaS provider’s customer relationship management (CRM) platform covered contacts and tasks well. As the customer base grew, users expected more automation, reliable syncing across devices and dependable uptime. The legacy system made each change slow.
The challenge
- Feature gaps. Customers wanted automated workflows, reminders and campaign tools.
- Maintenance bottlenecks. The legacy codebase slowed updates for developers and users alike.
- Inconsistent device sync. Contact and calendar syncing with desktop and mobile devices was unreliable.
- Infrastructure limits. Growth demanded dependable uptime, backups and secure scalability.
What we did
The provider engaged a dedicated team for maintenance, enhancement, feature development and testing, covering short-term fixes and long-term scalability.
Product enhancements
- Daily summaries of updated contacts, appointments and activities.
- Marketing automation with user-defined plans and scheduled email campaigns.
- Workflow automation that moves contacts through sales or marketing pipelines.
- Automatic reminders by email and SMS for tasks, calls and key dates.
- Reliable synchronization of contacts and calendars with desktop and mobile devices.
Cloud infrastructure
- Deployment on Amazon Web Services for web servers, databases and email.
- Secure backups and user data storage with scheduled synchronization.
- Managed DNS for internal and external services.
The outcome
- Users gained daily summaries and reminders, and could engage contacts with less manual effort.
- Mobile professionals could rely on consistent data across devices.
- The cloud deployment improved resilience and allowed the platform to grow without performance loss.
- The product became more competitive in a crowded SaaS market.
What others can take from this
For SaaS products, features and infrastructure have to scale together. A dedicated team with a clear roadmap keeps both moving. See our Software Engineering and Application Modernization services.
Frequently asked questions
Why combine new features with a cloud migration?
New features raise load and expectations. Without a reliable, scalable platform, extra functionality can worsen performance, so features and infrastructure need to move together.
What is a dedicated team model?
A fixed team of engineers works as an extension of the client's organization, handling maintenance, feature development and testing on an ongoing basis.
Related services
Software Engineering
Custom software built through disciplined engineering and reliable delivery.
Application Modernization
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