Replacing manual workflows with automated systems is a major trend today. It not only streamlines operations for greater efficiency but also reduces human error.

In today's digital era, bringing technology into your workflow is not just a nice-to-have; it is key to getting things done more efficiently. Automation reduces tedious manual work prone to human error, prevents data problems, and enables data analyses in the future.

For our client in the electronics sales and installment business, we designed and built a centralized CRM system and then integrated with the LINE LIFF platform.

Centralized CRM System:
A customer relationship management system built specifically for tracking sales status and electronics installment payments gives the sales team a real-time bird's-eye view of all customers.
Membership LINE LIFF Integration:
We connect the customer experience directly through LINE, allowing customers to check their purchase history, outstanding balance, and installment status anytime, anywhere without needing to download additional apps.

🌲 Challenges

Complex Installment Workflows:
We designed the system to handle a wide range of installment conditions, including edge cases and dynamically changing payment statuses based on contract terms.
Precision Calculation Engine:
We developed an accurate installment calculation engine, including the handling of late fees for overdue payments.
Seamless Third-party Integration:
We connected with the broader external ecosystem, including:
- ERP System: to synchronize order data and inventory deductions
- Oho Chat: for customer communication channels
- iNET: for Dynamic QR Code payment processing
- Thunder Solution: for verifying payment slip authenticity

🌲 Design & Technology

We focused on building a system that is both scalable and highly stable. The architecture has two main layers:

Backend Services
- API Service:
  The central hub for all data exchange, with an Advanced Role-Based Access Control (RBAC) system that strictly manages what each staff member can and cannot access based on their role.
- Worker Service:
  A dedicated system for managing background processes and Cron Jobs, keeping the heavy lifting separate from the main API, such as:
  - Daily installment calculation and automatic late fee processing
  - Automatic payment status synchronization
  - Sending billing cycle notifications to customers
Applications
- CRM Portal (Internal):
  Built for staff and management, with a permission-based UI that shows the right data to the right people. Makes handling installment cases organized and secure.
- Membership LINE LIFF (External):
  The customer-facing channel that is easy to use for checking status and installment details through LINE. No repeated logins, but still highly secure for personal data access.

🌲 Security & Permissions

Granular Permissions:
The system lets admin users define view, create, edit, and delete permissions at the module level, so staff members can only access data they are authorized to view.
Data Integrity:
A full Activity Log tracks which staff members access or modify any installment data, keeping every step of the sales process completely transparent.

As a result, we developed a fully connected sales and installment management system. Customers can now check their installment schedule, purchase history, and payment status on their own through LINE LIFF, with no need to wait for staff assistance.

A key highlight is the use of worker services to handle complex and repetitive tasks that were previously manual. This significantly eliminates human error while ensuring financial data remains accurate and up to date.

By automating routine processes and paperwork, the system eases the admin burden, particularly billing and late fee calculations. The company now maintains a transparent and auditable payment database. In addition, the installment behavior data can be analyzed to design more targeted promotions or services in the future.

Centralized CRM System