Building an Enterprise-Grade CRM and Performance Platform Across Web and Mobile
Built a full-stack CRM and real-time performance platform spanning a web portal, cross-platform mobile app, and scalable backend, unifying data from 40+ third-party integrations into a single live dashboard.
About the Project
A US-based performance management platform helps home service businesses track, measure, and improve team performance in real time. It pulls data from CRM systems, GPS tracking, phone systems, and review platforms into a single dashboard. The platform spans three interconnected products: a web portal, a cross-platform mobile app for iOS and Android, and a scalable backend server. Rorix contributed across all three, handling everything from core UI modules and GraphQL integrations to complex metric systems and rewards workflows.
- Real-time performance dashboards, scorecards, and leaderboards
- Cross-platform mobile app for iOS and Android built with React Native and Expo
- 40+ third-party integrations including HubSpot, Twilio, RingCentral, and Google APIs
- Hybrid backend architecture combining monolith and microservices with event-driven processing
Challenges We Solved
Fragmented Performance Data Across Tools
Home service operators were pulling data from multiple disconnected tools: CRM platforms, GPS trackers, phone systems, review platforms. There was no single place to see how the business or individual team members were actually performing.
Legacy Mobile App with Deep Technical Debt
The existing mobile application had unresolved issues and an architecture that could not support the new feature set. Before building forward, the team had to analyze, understand, and stabilize the legacy codebase.
Complex Metric System with No Flexible Configuration
The platform needed to support multiple metric types, each with different data structures and configurations. A rigid, one-size-fits-all approach would have broken under the variety of metrics home service businesses actually track.
Rewards and Integrations Difficult to Sync
The rewards module required accurate, real-time synchronization across systems. Managing reward data, payout points, and billing across both web and mobile without inconsistency was a significant integration challenge.
How We Delivered
Web Portal: Core Modules and Dashboard
Built and enhanced the primary web application including the Dashboard, Metric Hub, and Metric Configuration modules. Implemented full organization management covering organizations, branches, and sub-branches with complete CRUD functionality, plus a robust user management system with roles, permissions, and employee handling.
Flexible Metric Configuration System
Designed a scalable metric card flow that could handle multiple metric types, each with different configurations and data structures. Built the Metric Configuration module UI with full API integration so operators could set up and manage metrics dynamically without engineering involvement.
Cross-Platform Mobile App
Designed and developed key screens across the mobile app including Login, Home, Branch Dashboard, Leaderboard, Rewards, and Metric Drilldown. Built reusable components including Dropdowns, Wallet Cards, Graphs, and Apple Wallet-style animated stacks. Ensured consistent, responsive UI across iOS and Android.
Leaderboard and Real-Time Performance Tracking
Developed the leaderboard screen with full backend API integration, surfacing real-time performance data for individuals and teams. Integrated goal management for both single-user and multi-user goals across web and mobile.
Employee Rewards and Payout Module
Designed and implemented the Rewards module with Snappy integration, covering collections, product listings, and product detail screens. Built UI components for Payout Points and Billing tabs within the Employee Rewards section.
Security and UX Improvements
Implemented two-factor authentication UI for enhanced account security. Built a global unsaved changes modal that triggers on navigation or browser back actions, preventing accidental data loss across the entire application.
Demo Login and Onboarding Flow
Shipped demo login functionality in the mobile app, allowing prospective users to explore the full feature set without requiring account setup, reducing friction in the sales and onboarding process.
GraphQL-First API Integration
Integrated GraphQL across all modules on both web and mobile, handling queries, mutations, and optimized data fetching. Resolved complex API integration issues across multiple screens during the mobile rebuild.
Results That Speak for Themselves
Rorix Technologies has made our admin panel usable and client-facing, where it wasn’t friendly before. We can communicate back and forth with them as if they were employees. The team really cares about our company and the direction we’re going.
Similar Projects
Ready to Build Something Like This?
No fluff. Just a focused conversation about what you're building, what you need, and whether we're the right fit.