We developed a robust, custom enterprise platform as part of a larger custom SaaS platform development initiative for a global expert network and consulting firm. The solution connects decision-makers and investors with over 1 million vetted experts across 150+ industries. It offers custom surveys and proprietary data products to deliver deep, actionable insights. Powered by OpenAI GPT-4, the AI-driven recommendation engine intelligently matches users with relevant advisors. As a leading custom CRM development company, we integrated advanced CRM software development features to track communications, performance, and engagements. Built using micro-frontend architecture with OData-to-Elasticsearch queries and a reusable design system, the platform ensures scalability and high performance.
Existing systems relied on manual matching processes for consultations, lacking intelligent routing or automation, which severely limited scalability and efficiency for expert engagements at the enterprise level.
Clients required a unified platform to handle high volumes of research and consultation requests globally, driving the need for a structured solution via advanced enterprise software development services.
Traditional REST APIs couldn’t support fast, complex searches; shifting to OData queries significantly improved response times and ensured real-time advisor availability filtering at scale.
There was no centralized system to manage advisor communication, performance, or re-engagements, driving the need for fully tailored solutions from a custom CRM development company.
The platform had to support 1:1 calls, surveys, and panel discussions while scaling to enterprise client expectations, demanding expert enterprise software development services for stability and extensibility.
The client sought a reliable custom CRM development company to build a future-proof platform with data intelligence, permissions, and automation, fully aligned with expert network workflows.
A proven custom SaaS development company was essential to deliver full-cycle architecture, from planning and prototyping to deployment, ensuring long-term performance, flexibility, and growth readiness.
An AI-powered expert consultation platform built by a custom SaaS development company, featuring smart advisor matching, flexible CRM tools, and high-performance search for scalable enterprise research and consultation workflows.
To eliminate the limitations of manual routing, we developed a smart, AI-driven advisor matching system using OpenAI GPT-4. This recommendation engine analyzes client requirements by engagement phase—planning, analysis, design, and more—to suggest the most relevant advisors, reducing match time by up to 60%.
To overcome latency issues, the development team replaced REST API-based search functions with high-performance OData queries that interact directly with Elasticsearch. This improved advisor discovery speed by 70% and enabled real-time filtering based on availability, expertise, and ratings.
The platform supports diverse consultation types including live 1:1 calls, group panels, async queries, and survey-based engagements. This was made possible through specialized enterprise software development services, ensuring the system could scale securely while meeting dynamic client needs.
To increase frontend scalability and reduce development effort, we implemented a reusable UI design system using Bootstrap, Metronic, and Storybook. This approach improved team productivity by 55% and allowed consistent UI/UX across modules.
A unified platform was built using advanced enterprise software development services to consolidate global consultation requests. This system supports multiple formats—calls, surveys, panels, ensuring structured data intake, visibility, and control for research teams operating at scale.
Delivered by a trusted custom CRM development company, the tailored CRM system allows for detailed tracking of advisor communications, re-engagements, performance metrics, and invoice histories. It includes advisor scoring, tagging, and availability logic, which improved overall engagement accuracy by 65%.
As a full-service custom SaaS development company, we handled everything from architecture and frontend/backend engineering to CI/CD pipeline setup and third-party integrations (Heap, DataDog). This ensured seamless delivery and future readiness of the platform.
Secure, role-based access controls were implemented across all modules. Automated workflows streamlined the consultation lifecycle from request to feedback, ensuring operational efficiency and auditability, critical to managing a network of 1M+ experts.
Enables users to search experts using precise keywords, filters, and criteria, delivering exact matches from over a million advisors, improving speed and relevancy of expert discovery.
Users can fine-tune results with layered filters (e.g., industry, experience, region) or exclude certain attributes to refine searches and ensure highly targeted advisor recommendations.
Each advisor profile includes comprehensive details—expertise, hourly rate, past feedback, and ratings—helping users make informed decisions based on transparency and quality metrics.
The system tracks advisor interaction history and scores engagement patterns to recommend high-performing, responsive experts aligned with user expectations and research goals.
Real-time tracking logs advisor actions such as call participation, survey completions, or cancellations, offering insights into reliability and ongoing participation trends.
Automatically detects advisor availability across time zones, enabling instant matching for consultations without back-and-forth scheduling, saving time and boosting connection rates.
Supports one-on-one or mass advisor selection, allowing users to manage single consultations or launch bulk outreach with ease using intuitive list-building tools.
Clients can set custom pre-screening questions for advisors to ensure alignment with research intent before scheduling, increasing consultation quality and minimizing mismatches.
Built-in invoicing tracks payments, sessions, and advisor earnings, while interaction logs centralize communication history for better compliance, budgeting, and transparency.
System recommends relevant advisors using AI and lets users flag preferred or underperforming experts, refining future search results and building smarter engagement lists.
Grants users specific permissions based on roles (admin, researcher, guest), ensuring sensitive data is protected and access is aligned with enterprise governance policies.
GPT-4 powered engine understands user requirements and automatically recommends the most suitable advisors across phases like research planning, analysis, and execution, saving time and enhancing match accuracy.
PHP 8
Simfony
DatabaseElastic
CI/CD Azure
React.js
Bitbucket
JIRA
MS Teams
Confluence
DataDog
Heap
Up to 60% faster advisor pairing using phase-specific AI recommendations powered by OpenAI GPT-4.
Achieved 70% improvement in search performance by leveraging OData queries with Elasticsearch for real-time filtering.
50% decrease in manual tasks through automation of expert discovery and consultation scheduling.
Integrated CRM software development enhanced tracking and improved engagement accuracy by 65%.
Enabled support for 1:1 calls, surveys, and reports—enhancing research adaptability across diverse use cases.
Boosted front-end development efficiency by 55% using a reusable design system and component-based UI.
Delivered an enterprise-ready system through a robust custom SaaS platform development approach.
Increased advisor reuse and retention with insights-driven workflows developed by a specialized custom CRM development company.
Accelerate advisor discovery, automate consultation workflows, and enhance CRM-driven engagement with our enterprise-grade SaaS platform.
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