Go Back

View Project

Miranda | Personal CRM

Internal Softwares

A mobile-first, AI-powered personal CRM for Rodic’s leadership to manage key relationships, automate engagement workflows, and drive business conversion. The tool integrates contact management, reminders, call and WhatsApp sync, travel-based suggestions, and voice-to-task features, empowering leaders to build deeper, data-driven networks at scale.

Jun 12, 2023

6 month

Mobile CRM, Admin, AI Features

Problem Statement

Rodic’s senior leadership needed a system to maintain meaningful engagement with hundreds of high-priority external contacts. With no centralized system, calls, WhatsApp interactions, meeting notes, and follow-ups were scattered, often resulting in missed opportunities and duplicated efforts. The lack of integration with existing tools also created workflow bottlenecks across the leadership and operations teams.

Problem Statement

Rodic’s senior leadership needed a system to maintain meaningful engagement with hundreds of high-priority external contacts. With no centralized system, calls, WhatsApp interactions, meeting notes, and follow-ups were scattered, often resulting in missed opportunities and duplicated efforts. The lack of integration with existing tools also created workflow bottlenecks across the leadership and operations teams.

Approach

We delivered a fully functional mobile CRM integrated with Firebase, iMazing, and RodicHub. The solution allowed users to log engagements, receive reactivation reminders, sync contact data, and log voice-to-task actions. Travel planners, event reminders, news feeds, and AI search interfaces were added in Phase 2. All components were built for cross-platform compatibility using Flutter and Flutterflow, ensuring fast deployment and robust scalability.

Solution Overview

Solution Overview

We built a secure mobile CRM for Rodic’s top leaders with contact journaling, call-note capture, re-engagement alerts, AI-assisted voice logging, and context-aware reminders. An admin dashboard was also developed for assistants to manage records and sync communications. In Phase 2, we added deep integrations including Rodic-centric news intelligence, GPT-powered search, calendar views, and multi-number support for each contact.

Solution Overview

We built a secure mobile CRM for Rodic’s top leaders with contact journaling, call-note capture, re-engagement alerts, AI-assisted voice logging, and context-aware reminders. An admin dashboard was also developed for assistants to manage records and sync communications. In Phase 2, we added deep integrations including Rodic-centric news intelligence, GPT-powered search, calendar views, and multi-number support for each contact.

Smart Contact Engagement Engine

Smart Contact Engagement Engine

Enabled re-engagement alerts based on interaction frequency, category, and priority. Added calendar-based reminders for birthdays, anniversaries, and region-specific festivals derived from place of birth—ensuring personal touchpoints and deeper professional relationships.

Smart Contact Engagement Engine

Enabled re-engagement alerts based on interaction frequency, category, and priority. Added calendar-based reminders for birthdays, anniversaries, and region-specific festivals derived from place of birth—ensuring personal touchpoints and deeper professional relationships.

AI Voice-to-Task with RodicHub Sync

AI Voice-to-Task with RodicHub Sync

Built a feature where leaders dictate action items during calls or meetings. AI extracts and classifies tasks and automatically syncs them to RodicHub after approval—bridging the gap between voice-based insights and structured team follow-through.

AI Voice-to-Task with RodicHub Sync

Built a feature where leaders dictate action items during calls or meetings. AI extracts and classifies tasks and automatically syncs them to RodicHub after approval—bridging the gap between voice-based insights and structured team follow-through.

CRM-Admin Dual Access Model

CRM-Admin Dual Access Model

Developed two parallel interfaces: a mobile-first CRM for leadership and a dedicated admin panel for assistants to manage contacts, sync WhatsApp/chat history, and control privacy. Enabled centralized visibility with personalized control.

CRM-Admin Dual Access Model

Developed two parallel interfaces: a mobile-first CRM for leadership and a dedicated admin panel for assistants to manage contacts, sync WhatsApp/chat history, and control privacy. Enabled centralized visibility with personalized control.

AI Search Across Contact History

AI Search Across Contact History

Integrated GPT-powered search for querying contact memories using natural language. Leaders can ask contextual questions like “What did we last discuss?” or “When was our last meeting?” based on historical notes, dramatically reducing search time.

AI Search Across Contact History

Integrated GPT-powered search for querying contact memories using natural language. Leaders can ask contextual questions like “What did we last discuss?” or “When was our last meeting?” based on historical notes, dramatically reducing search time.

Impact

Rodic Personal CRM transformed how leadership engages stakeholders—combining AI, automation, and contextual reminders into one platform. It centralized memory, improved timely outreach, and reduced manual overhead, all while providing admin teams a simple interface for data hygiene. The system is now a critical layer in Rodic's growth network.

5X faster follow-up cycles

1000+ contacts onboarded

90%+ adoption by leadership team

5X faster follow-up cycles

1000+ contacts onboarded

90%+ adoption by leadership team

Throw us a challenge?

Book a call

Book a call

Or

Send inquiery

Send inquiery

Throw us a challenge?

Book a call

Book a call

Or

Send inquiery

Send inquiery

Throw us a challenge?

Book a call

Book a call

Or

Send inquiery

Send inquiery

Throw us a challenge?

Book a call

Book a call

Send inquiery

Send inquiery