Rootnet Mobile App Update

Rootstack worked on updating the Rootnet mobile app.

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About the Project

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Rootnet Suite is an enterprise application for managing information about opportunity cycles, customers, accounts, and much more, all from a clear dashboard that provides a user-friendly experience for different teams within the company.

 

It consists of four modules: CRM, for managing sales teams and accounts; Intranet, for managing workflows and more related to employees; Service Desk, a ticketing module; and Sync, for managing integrations.

Our Solution

Our team of experts has updated the Rootnet mobile app, the CRM developed by Rootstack to optimize team, sales, and customer management.

 

The previous version was developed in Java, but it has been migrated to Kotlin Multiplatform (KMP) to offer support for iOS and Android with a single codebase. This change streamlined development and simplified maintenance, eliminating the need to manage two separate codebases.

 

New Features

 

The app has four main modules: Dashboard, Workflows, Projects, and Timeline.

 

  • Dashboard: Displays all active workflows, including those pending signature, overdue, updated, open, and closed. Each workflow can be selected to view its details in a modal window.
  • Workflows: The filters from the desktop version have been standardized to ensure a seamless experience. Workflows can be filtered by most recent, open, or all types. Within each workflow, the desktop version's features are retained, except for digital signature integration. You can configure statuses (open/closed), assign responsibilities and approvers, upload files (PDFs, images), and manage participants.
  • Timeline: Records the user's main actions, such as creating and updating workflows, approvals, and signatures. Includes filtering options by workflow type, user, and date.
  • Projects: Allows you to perform all the functions of the desktop version, such as task management, workflows, sprint management, and time tracking.
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Other Features

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    Login and logout.

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    Language change (Spanish/English).

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    Real-time synchronization with the desktop version.

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    Profile editing and notifications on the mobile device about changes on the desktop.

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