Care Watch Sales CRM Italy

The Challenge

Building this caregiver smartwatch platform meant tackling complex workflows and creating tools that support everyone involved, from Sales People to Admins. Here’s a breakdown of the key challenges we faced:

1. Balancing Multi-Role Functionality Without Compromising UX

   The platform had to serve distinct user types — Sales People and Administrators — each with different needs, permissions, and workflows. Designing a clean, intuitive user interface that accommodates these roles without overwhelming or confusing users was a key challenge. Ensuring transitions between views and functionalities based on user roles required rigorous planning and role-based access control logic.

2. Real-Time Device Data Integration and Display

   Integrating smartwatch-generated health data like heartbeat, blood pressure, temperature, and battery life into the platform — and ensuring this data was displayed in real-time, accurately, and in a user-friendly format — required handling high-frequency data streams and building a scalable backend.

3. Secure and Transparent Financial Tracking

   Tracking subscription payments in real-time — while distinguishing between paid, delayed, and due statuses — demanded robust financial logic, secure data storage, and clear visual indicators. The ability to block devices for non-payment introduced additional challenges in integrating financial rules with device management systems, without impacting platform performance or user trust.

4. Ensuring Data Consistency Across Rapid Client Additions

   With new clients frequently being added by Administrators based on contract data, ensuring data consistency — particularly when linking devices, assigning Sales People, and validating subscription information — was a persistent challenge. The backend had to detect duplicates, handle mismatched data, and sync updates in real-time.

5. Complex Client Onboarding

   Managing client relationships in the healthcare and personal wellness technology sector presents complex operational challenges that go far beyond simple data entry. Traditional client registration processes have long been fragmented, creating significant friction for sales teams and administrators alike. Organizations struggle with the intricate task of collecting and verifying multiple client details across different roles, while simultaneously maintaining accurate records of relationships between Proteges, Caregivers, and Paying Personas.

The Solution

Empaco addresses these challenges through a meticulously designed client registration and management system:

1. Comprehensive Client Management

   Empaco now provides a centralized, intuitive interface that empowers Sales People to manage client relationships effectively. Sales representatives can access detailed customer information, track device metrics, and maintain real-time insights into client health and engagement.

2. Advanced Device Monitoring

   Leveraging smartwatch integration, the platform captures critical health and activity data in real-time. Key metrics include battery life, heartbeat, blood pressure, and temperature, presented in an easily digestible format. This feature transforms raw data into actionable insights for both Sales People and clients.

3. Financial Tracking and Management

   We've developed a robust financial ecosystem that provides transparent, real-time payment tracking. The system enables users to monitor subscription payment statuses, view detailed payment histories, and implement automated actions like device blocking for overdue payments. This comprehensive approach ensures financial transparency and accountability across all client interactions.

4. Dynamic Commission Management

   The platform introduces a flexible commission management system that provides Administrators with powerful tools to set and adjust commission rates dynamically. This system supports seamless team member reassignments, enables performance-based tracking and reporting, and ensures fair compensation structures that adapt to changing business needs.

5. Secure User Access and Onboarding

   We've implemented a comprehensive user management system that provides secure, role-based access for Sales People and Administrators. The platform supports a guided onboarding process with mandatory password changes, enables team structure management and access control, ensuring that sensitive client and business data remains protected at all times.

6. Comprehensive Client Registration Workflow

   Empaco implements a sophisticated multi-step client registration system that manages the complex relationships between Sales People, Administrators, Caregivers, Proteges, and Paying Personas. The platform guides users through a structured 6-step process that begins with Sales Person contract initiation and culminates in Administrator approval. This workflow accommodates flexible role assignments, handles various relationship scenarios (such as when caregivers and proteges are the same person), and ensures complete data capture including device pairing, subscription details, and payment information. The system's ability to manage both new and existing personas within the same registration process significantly reduces administrative complexity while maintaining data integrity across all client relationships.

The Result

The development of the Empaco MVP has been completed, delivering a comprehensive platform that addresses all identified challenges in client management and device monitoring. The system is now fully operational with all core features implemented, including the client registration workflow, advanced device monitoring capabilities, financial tracking systems, and secure user management. This MVP establishes a solid foundation for Empaco's continued growth and provides stakeholders with a robust platform ready for deployment and real-world application.