CRM Software Concept


NDIS and Health Services


Sydney, Australia



Company size



Internal Staff

Services we provided

  • Consulting
  • UI/UX Design
  • Prototype Development
The Challenge

The Challenge

Vitality Club had been using a well known off the shelf CRM solution for their business. Over time they started to find that the high ongoing costs, lack of flexibility and freedom in terms of customisation as well as inflexible reporting options was proving to be problematic. This resulted in them approaching Lokava to design a CRM proof of concept that could be developed as the company grew.

The Solution

The Solution

Lokava spent the initial months in regular meetings with Vitality Club, looking to get a deeper understanding of their existing processes as well as an understanding about their existing software systems and how they were being used. Once the rigorous requirements gathering and discussion phase was completed, the Lokava team moved onto translating these requirements into a design prototype.

Case Study

The Results

The prototype design process that followed was completed over roughly a 7 month period, with designs being iterated based on feedback as well as further meetings between Lokava and Vitality Club to refine and hone the proposed functionality of the concept. The finalised prototype was delivered and provided the business an end-to-end look at how a new system could help improve their service delivery to clients.

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