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 Problem
Before this system was implemented, shop owners faced several operational challenges:
• Customer data was scattered across Excel sheets and personal phones
• Missed customer calls often went unanswered
• There was no clear system to track which employee contacted which customer
• Follow-ups were frequently forgotten or delayed
• Shop owners had no visibility into employee call performance
This resulted in lost sales opportunities, inefficient follow-ups, and poor customer communication management.
The goal was to design a system that would organize customer communication and make follow-ups structured, trackable, and collaborative.
Category
SAAS, Mobile App
Client
Sanjivani Pharma
Location
India
Published
5th March , 2026
The Solution
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.
Core Features
The platform supports three user roles:
Super Admin
• Manages all shops
• Creates shop admin accounts
• Monitors overall platform activity
Shop Admin
• Manages employees
• Uploads customer data sheets
• Tracks call reports and performance
• Assigns follow-up reminders
Employees
• Access assigned customer database
• Initiate calls directly from the app
• View missed calls
• Receive reminder notifications
Impact & Results
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.
The shared missed call feature ensures that customer inquiries are never ignored, while the reminder system helps maintain consistent follow-ups. As a result, businesses using the system can respond faster to customers, track employee productivity, and manage their customer database more efficiently.
Tech Stack :
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Clients Feedback
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Hardik is truly dedicated to meeting client expectations. He communicates effectively, demonstrates great patience, and is highly reliable.
