Switchit SaaS

Digital Business Cards Solution

services

SaaS Development

industry

Business / Networking

duration

Working Since 2018

country

United States

Switchit SaaS

Project Overview

Switchit SaaS is the easiest custom digital business card sharing platform. It works as a sales tool for businesses and entrepreneurs. The user can create their business cards, add details, set preferred themes, add logos, and share them on their desired platforms. These digital cards are shared via QR codes, SMS, Emails, and social media platforms. An individual can create a contact manually where he has to fill the details or scan the business card. It has many other salient features in the form of real-time analytics, calendar, CRM integration, & more. Switchit forms individual company domains which allows employees to maintain their contacts and gear up their work coordination with other colleagues at the workspace.

Overview image 1Overview image 2Overview image 3

Challenges

To manage SaaS system on single domain
The team of developers had to manage different users and subdomains on the main domain.
The subdomain had to be dynamic, based on each company's requirements.
Coordinating multiple tenant environments under a single infrastructure was a key technical hurdle.
Real-time analytics
In the analytics module, we needed to track all links from visitors, social media, website visitors.
Such analytics were critical to program as every analytic had to be accurate and in-sync with the actual user interaction.
Ensuring data consistency across all tracking points required careful architecture planning.
Complex UI like React site
The user portal style was very complex and so we decided to create it efficiently with the use of Bootstrap, JS, and jQuery.
This software's user interface references were like a React site, which took a lot of brainstorming time of the UI/UX designers.
Creating a user-friendly software design with such complex requirements was a significant challenge.
One system for different roles & responsibilities
Switchit, the SaaS platform, consists of three main roles: user, enterprise admin, & super admin.
All these roles have their different and defined roles to perform in the app.
From a developing point of view, we had to manage users and the enterprise's role both in the same domain.

Our Solution

Dynamic SaaS System
We referred some of the used cases before finalizing proper flow and implemented it in the local server.
After the regression testing completed from the dedicated developer's end we made a dynamic SaaS system.
We managed both roles on the subdomain & super admin role on the main domain.
Custom Design & Responsive UI
We created custom design coding for implementing complex styles.
Managed responsive design in all user modules.
The UI was built with Bootstrap, JS, and jQuery to match a React-like experience.
Centralized Data & DB Management
To manage the centralized data functionality, we created the data in MySQL DB server.
Managed all DB functions at the same place with the help of SQL.
There is a separate DB for all enterprises, ensuring data isolation and security.
Dynamic API & Real-time Analytics
For dynamic API host management, we managed the auth system in the main domain and with custom logic directed users to the respective subdomain.
The real-time analytics were traced with the help of a custom analytics module created by us.
All the analytics data was stored into the DB for accurate reporting.

Features Implemented

Switchit SaaS includes a comprehensive set of features for digital business card creation, sharing, analytics, and enterprise management across user, enterprise admin, and super admin roles.

1. Create business card & previews

A user can create his own business card inclusive of personal details like image, name, place of work, along with basic information, he can also link his work or personal details by adding his videos, documents, social media profile. An individual can select the content's font size, style, & color to create an engaging digital card.

Create business card & previews

2. Scan the card

The business card application has a third party scanner integrated in the form of ABBYY Cloud OCR which allows seamless digital scanning and helps in creating & merging contacts in the contact list within the software.

Scan the card

3. Share business card

A user can easily share the business card across various digital platforms. Sms, Email, QR code, social media platforms. Such online sharing helps in engaging with the right clientele in real-time in the digital space.

Share business card

4. List of contacts

A user can see his contact history and easily share those contacts with other colleagues working in the same organization. One can easily get access to all the saved and shared contacts & review it at an instance whenever required. Users can also export all the contacts at once to integrate it anywhere outside of the system.

List of contacts

5. Real-time card analytics

This is a most important feature of SaaS development keeping in mind the sales team at any firm. When a user shares his card digitally via different platforms like SMS, email, social media, he can track the same at ease. After sharing a business card online, he can look into real-time analytics which has a detailed & categorised reporting inclusive of how many times a card is opened, website and other URLs are clicked in the card to get a detailed statistical analytics.

Real-time card analytics

6. Calendar integration

The business card solution works very effectively when it comes to calendar sync. A user can create event or contact notes by adding effects like follow-up meeting, or schedule time with a particular client, and integrate into their calendar. The SaaS software solution has integrated Outlook & Google for effortless in-app event tracking by the employees.

Calendar integration

7. CRM integration

If a user no longer wants to keep his contacts with him or wants to share it with other colleagues, then the SaaS solution allows transfer to Hubspot and Salesforce CRM. In this way, the contacts sync is performed with utmost security encryption between both the platforms.

CRM integration

8. Subscription plans

To create and share the digital business cards for the enterprise/ company, a particular organization has to purchase a subscription. The plans are curated to address "n" number of team members with creative business cards to share across digital channels.

Subscription plans

9. List of employee/users

The admin is able to view a list of employees and add or send invites to team members via email. He can also change their working status by activating/deactivating the employee account as & when needed.

List of employee/users

10. Custom company cards

From here the Enterprise admin can create the customized digital business card for their organization which is by default shared with each team member. He also has full control over company cards through the card management app. One can restrict the fields to maintain the originality of the business cards.

Custom company cards

11. Theme management

The admin can easily customize and create themes specifically for their business and share them with the team members. The members can edit the business cards using the same theme.

Theme management

12. Calendar & CRM Integration (Admin)

From here enterprise admin can set up the accounts for calendars & CRM to sync the meeting and contacts of their team members to the specified organization's calendars and CRM.

Calendar & CRM Integration (Admin)

13. Dashboard

It displays the total users count to the super admin such as number of registered users and registered Enterprises, total cards and contacts, etc.

Dashboard

14. Detailed reporting

From here super admin is able to see the list of all enterprises with their subscription plan and search functionality. Along with that, he can also look into the active or inactive employees and their business cards statuses.

Detailed reporting

Technology Stack

Switchit SaaS is built with a combination of mobile and web technologies to deliver a reliable, multi-platform digital business card experience.

CI/CD

Gitlab

Backend

PHP (Laravel)

Frontend UI

HTML, CSS, Bootstrap, jQuery, JavaScript

Database

MySQL

Server & File Storage

DigitalOcean

Payment Gateway

Stripe

Conclusion

Switchit SaaS demonstrates how a well-architected multi-tenant SaaS platform can transform traditional business card exchange into a digital-first experience. By building dynamic subdomain management, real-time analytics, and enterprise-grade role-based access, WebMob Technologies delivered a scalable solution that has been serving businesses and entrepreneurs since 2018.

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