Enhanced ERP & CRM platform for US sales representatives

Relevant Software is one of the best outsourcing companies we worked with. They are dedicated, self-motivated, methodical, and very capable. Give them the really challenging tasks, the ones that everyone else is struggling with, and they will get them done.


An effectively tracking of KPIs was the real challenge for our client. Relevant Software was called to develop a gamified ERP and CRM SaaS system for a company's business processes automation that performs direct sales of gas and electricity services at the US market.


  • Business Analysis
  • UX/UI Design
  • Web development
  • Mobile development
  • Quality Assurance
  • Maintenance
  • Project Management


  • PHP, Node.js
  • PostgreSQL, REST
  • AngularJS, Bootstrap 3
  • HTML 5, jQuery
  • Espresso.js
  • Objective-C

Project goals

  • Deeply analyze the market Relevant Software analyzed similar solutions that already existed on the market, as well as better understand the target users’ needs. This approach allowed us to come up with the most useful features for the new apps.
  • Increase sales agents’ performance Every Sale included tons of paperwork and other routine tasks. We had to develop a solution to solve the problem of decreasing agents' performance.
  • Provide Team Managers with convenient management tools Team Manager needed to have all the necessary tools to track their agents’ performance. The biggest priority was task assignment and sales progress monitoring & verification.
  • Provide Top Management with a tool for Statistics analysis We wanted the System to display the most important company’s events at every Statistics diagram. Such feature would make it easy for the Top Management to define potential causes of the KPI’s changes.


The biggest challenge was to find a way to increase sales performance by developing a functionality that would motivate agents on a daily basis.
After conducting an analysis of every Agent user group we’ve found out that a typical Agent is a young person of 23-28 y.o. mostly interested in social media and games – that’s where the gamification approach came from to our minds. We defined the list of behaviors we needed to encourage an increase of Agents’ performance.
Then we selected the appropriate gamification techniques and developed features such as Levels System, Daily Quests, Leaderboards, Daily Bonuses and Game Shop to support each of typical user behaviors. Also, we implemented an in-app currency, Mapcoins, as a Reward for Game tasks completion. Mapcoins could be exchanged for real prizes at the Game Store within the app.

Main features


Relevant Software developed an enhanced gamified ERP and CRM SaaS system for a company’s business processes automation that performs direct sales of gas and electricity services at the US market.
The system is designed to enhance sales agents’ performance. It provides managers with an effective employee management tool with a full list of enhanced features: statistics, reports, gamification, map profiles.

Relevant Software helped the client to empower the process of task assignment and progress monitoring.

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