Project Overview
Diagnostic CRM is a unified platform for customer service, sales, and field operations. It centralizes Customer 360 (profiles, devices, warranties, purchases, service history, communications) and connects tickets, jobs, assets, content, and revenue workflows with ERP/accounting sync, automation, analytics, and enterprise security.
Key Features
- Customer 360: profiles, devices, warranties, purchases, service history, comms
- Service: tickets, multi-channel inbox, SLAs, knowledge base, CSAT tracking
- Sales: leads, opportunities, quotes, subscriptions, pipeline forecasting, reminders
- Operations: field-service scheduling, dispatch, work orders, parts & inventory, mobile checklists
- Assets & products: serials, warranties, replacements, maintenance cycles for diagnostic devices
- CMS: FAQs, articles, videos, troubleshooting, multilingual, approvals, versioning, analytics
- ERP/accounting integrations: SAP, QuickBooks, Xero—sync orders, invoices, inventory, financials
- Automation, dashboards, enterprise security, APIs, and scalable architecture
Technology Stack
Angular
Python
PostgreSQL
AWS
Challenges & Solutions
HIPAA Compliance
Implemented end-to-end encryption, audit trails, and strict access controls to ensure full HIPAA compliance and patient data protection.
Scalability
Built on microservices architecture with auto-scaling capabilities to handle high patient volumes and peak usage times.
Integration
Developed robust APIs and integration layer to connect with various medical devices, lab systems, and third-party healthcare platforms.
Results
50+
Healthcare Facilities
40%
Efficiency Increase
99.9%
Uptime