Oak Tree Software is a top provider of Mobile App Development, Salesforce Development, and CRM Solutions.
Our team includes skilled Mobile App Developers specializing in Flutter, iOS, Android, and React Native, as well as Certified Salesforce Developers and Administrators. We work on projects across various industries, including Nonprofits, Media & Entertainment, Manufacturing, Public Sector, Retail, Education, Financial Services, Construction, Real Estate, Publishing, and Technology.
1. Mobile App Development We specialize in creating high-quality mobile apps using Flutter, Android, iOS, and React Native platforms. Whether for businesses or consumers we design and develop user-friendly, functional, and engaging apps that meet specific needs.
2. Salesforce Development and CRM Solutions We at Oaktree Software understand the uniqueness of every business. With that awareness, we provide a complete spectrum of Salesforce development services to meet our clients' business needs. Our ambitious Salesforce experts will brainstorm your business needs and custom-make solutions that precisely meet your specific business needs.
Oak Tree Software's mission is to collaborate with Salesforce clients to develop and support their CRM platforms.
Salesforce Implementation Services: CRM Solutions | Lightning Migration | Platform (Developers) | B2B B2C B2B2C Commerce | Mobile | Business Apps | FSL | Visualforce Development, Apex Triggers | Platform Apps (Builders) | Lightning Web Components (LWC) and more
3. Web Application Development 4. Website Designing and Development:
Oak Tree Software offers competitive pricing and good value for cost, consistently meeting client budgets. Clients appreciate timely delivery and effective project management, with projects often completed on schedule and within budget.
Overall, clients express high satisfaction with Oak Tree Software’s services, emphasizing their technical proficiency, timely delivery, and effective communication as key strengths.
Impressive Salesforce Knowledge
Oak Tree Software is particularly commended for their deep expertise in Salesforce, providing tailored solutions that enhance client CRM capabilities and drive measurable business outcomes.
Effective Project Management
Project management by Oak Tree Software is generally effective, with timely deliveries and responsiveness to client needs. However, some clients noted room for improvement in managing timelines more proactively.
Strong Technical Expertise
Clients consistently commend Oak Tree Software’s technical talent and ability to deliver comprehensive and cutting-edge solutions. Their knowledge in areas like Salesforce, web development, and custom software is notably impressive.
Excellent Communication Skills
Clients appreciate Oak Tree Software’s ability to communicate effectively, whether through virtual meetings, emails, or in-person interactions. They are noted for understanding project needs and providing timely updates.
Commitment to Client Goals
The company is recognized for aligning their solutions with client business goals, particularly in delivering tools that meet sustainability and efficiency objectives, showcasing a deep commitment to client success.
Custom Software Development for Global Recruitment Provider
Application Management & SupportCustom Software DevelopmentMobile App Development
Confidential
Jan. 2022 - Dec. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Oak Tree Software's technical talent was impressive."
Dec 3, 2024
Director, MM Management
Mauzam Munshi
Human Resources
United Arab Emirates
1-10 Employees
Online Review
Verified
Oak Tree Software provided custom software development services for a global recruitment provider. The team handles various projects for the client.
Oak Tree Software has completed all projects on time with an impressive 99% accuracy rate, reinforcing the client's trust and satisfaction through timely deliveries and precision. The team demonstrated technical talent and maintained communication through email and messaging apps.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Director of MM Management
Describe what your company does in a single sentence.
MM Management: Global Recruitment Services Provider MM Management is a leading global recruitment provider, connecting top talent with organizations worldwide. With expertise across industries, the company offers tailored solutions that include:
Executive & Leadership Search: Recruiting top C-suite leaders to drive business growth. Permanent & Contract Staffing: Providing long-term hires and flexible workforce solutions. Global Talent Mobility: Facilitating cross-border recruitment with seamless relocation support. Why Choose MM Management?
Global Reach, Local Expertise: Combining international insights with local market knowledge. Customized Solutions: Tailored recruitment strategies for unique business needs. Commitment to Diversity: Promoting inclusive hiring for innovative, dynamic teams. MM Management is a trusted partner, helping businesses build high-performing teams through innovative, efficient recruitment solutions.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Oak Tree Software to accomplish?
Resources
Technical knowledge
Timely delivery
SOLUTION
How did you find Oak Tree Software?
Referral
Why did you select Oak Tree Software over others?
High ratings
Pricing fit our budget
Great culture fit
Good value for cost
How many teammates from Oak Tree Software were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Through Oak Tree, all projects were completed on time with an impressive 99% accuracy, demonstrating a commitment to precision, efficiency, and excellence in execution.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Timely Delivery: All projects were completed on schedule.
High Accuracy: A 99% accuracy rate ensured exceptional quality.
Client Satisfaction: Timeliness and precision reinforced client trust.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Timely delivery is important and I am satisfied with the work.
What was your primary form of communication with Oak Tree Software?
Email or Messaging App
What did you find most impressive or unique about this company?
Oak Tree Software's technical talent was impressive.
Are there any areas for improvement or something Oak Tree Software could have done differently?
i think they are good to go and the speed at which company is growing is tremendous
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Web App Design, Dev & Deployment for Marketing & Design Co
UX/UI DesignWeb Development
Less than $10,000
Sep. - Oct. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They didn’t just deliver a software solution—they provided a tool that truly aligned with our sustainability vision."
Oct 3, 2024
Founder, StudioDHI
Mithun Sundaresh
Advertising & marketing
India
1-10 Employees
Online Review
Verified
Oak Tree Software developed a web-based sustainability calculator for a marketing and design company. The team gathered requirements, designed the UI/UX, developed the backend, and deployed the app.
The engagement led to improved customer engagement, conversion rates, customer education, brand reputation, customer retention, and environmental impact. Oak Tree Software managed the project effectively, communicated excellently, and was responsive. The team was also highly skilled.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Founder of StudioDHI
Describe what your company does in a single sentence.
We're a holistic marketing and design company.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Oak Tree Software to accomplish?
Development of a web-based calculator.
SOLUTION
How did you find Oak Tree Software?
Referral
Why did you select Oak Tree Software over others?
High ratings
How many teammates from Oak Tree Software were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Scope of Work: Sustainability Calculator for Wooden Pallets
Objective The objective of this project is to develop a user-friendly online sustainability calculator for a wooden pallet company. This tool will allow customers to calculate the environmental impact of using wooden pallets versus alternative materials, helping them understand the sustainability benefits. The calculator will measure key environmental savings, including the number of trees saved, water saved, carbon emissions reduced, and other relevant metrics.
Scope of Work:
1. Requirements Gathering and Analysis: - Conduct detailed meetings with stakeholders to understand the company’s specific sustainability goals and metrics. - Define key parameters and variables for the calculator (e.g., pallet dimensions, material type, number of pallets, transportation distance, etc.). - Review relevant sustainability data (e.g., carbon footprint, water usage, forest management data) to ensure accurate calculations.
2. Calculator Design and Development: - User Interface (UI) Design: - Design a clean, user-friendly interface that allows customers to input their data. - Ensure the interface is responsive across devices (desktop, tablet, mobile). - Implement dropdowns, sliders, or fields for customers to input specific variables (e.g., pallet size, number of pallets, shipment details). - Backend Development: - Develop the calculation logic for metrics such as: - Trees saved (based on the amount of wood reused or sourced sustainably). - Water saved (from reduced production needs). - Carbon emissions avoided (due to reduced one-way packaging and lower transportation weight). - Energy savings (compared to non-sustainable materials). - Integrate sustainability data sources or formulas into the backend for precise results. - Real-Time Results: - Ensure the calculator provides instant feedback to users, showing their sustainability savings in real-time. - Include visual representations of the results, such as graphs, charts, or icons.
3. Sustainability Metrics and Calculations: - Define the specific formulas and data sources that will be used for calculating: - Number of trees saved (based on wood consumption rates and sustainable practices). - Water savings (based on industry benchmarks for wood vs. alternative materials). - CO2 savings (emissions reduced by using wood-based pallets). - Reusability benefits (impact of using pallets multiple times in a circular economy). - Ensure the formulas are transparent and verified by industry standards.
4. Testing and Quality Assurance: - Test the calculator on various browsers and devices to ensure functionality, speed, and responsiveness. - Validate the accuracy of the calculator's results using sample data and industry benchmarks. - Fix bugs or discrepancies in calculations or UI performance.
5. Deployment and Integration: - Deploy the sustainability calculator on the company’s website. - Ensure smooth integration with the existing content management system (CMS) or platform. - Provide necessary documentation for ongoing maintenance and future updates.
6. Post-Launch Support and Updates: - Provide technical support for any post-launch issues for a defined period (e.g., 2 months). - Make adjustments to the calculator as needed based on user feedback or updated sustainability data. - Provide training to the company’s team on how to update the calculator’s formulas or metrics when necessary.
Deliverables:
1. Sustainability Calculator User Interface (UI): A fully responsive and user-friendly calculator that allows customers to input variables and view their sustainability impact in real-time.
2. Backend Calculation Engine: A robust backend system that calculates trees saved, water saved, carbon emissions reduced, and other relevant metrics based on the inputted data.
3. Real-Time Results and Visuals: Display of sustainability savings through graphs, icons, and text in real-time to enhance user experience and understanding.
4. Documentation: Detailed documentation on the formulas used, data sources, and instructions on how to update and maintain the calculator.
5. Post-Launch Support: Technical support for up to two months after the launch to resolve issues and optimize performance.
6. Training Session: A session with the company’s team to guide them on how to use, update, and maintain the sustainability calculator.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
1. Increased Customer Engagement: - Outcome: Track the number of users interacting with the calculator, including website traffic, time spent on the page, and the number of calculations performed. - Success Metric: A significant increase in website engagement, with a higher number of users utilizing the calculator feature.
2. Conversion Rate Improvement: - Outcome: Measure the impact of the calculator on lead generation or product sales by tracking conversions (e.g., inquiries, purchases, or subscriptions) resulting from users interacting with the calculator. - Success Metric: An improvement in conversion rates, with a notable percentage of leads or sales directly attributed to the use of the sustainability calculator.
3. Customer Education and Awareness: - Outcome: Evaluate how effectively the calculator educates customers about sustainability and environmental savings (e.g., number of trees saved, carbon reduction, water savings). - Success Metric: Feedback from customer surveys showing increased awareness and understanding of the company’s sustainability initiatives. Trackable results where customers share sustainability data or outcomes on social media.
4. Brand Reputation and Recognition: - Outcome: Measure the increase in positive brand perception and industry recognition due to the company’s focus on sustainability, driven by the calculator tool. - Success Metric: A rise in brand mentions, positive media coverage, and customer testimonials highlighting the company's commitment to sustainability.
5. Customer Retention and Satisfaction: - Outcome: Track customer retention rates for businesses or individuals using the calculator compared to those who don’t, as well as general customer satisfaction. - Success Metric: A measurable increase in repeat business and improved customer satisfaction ratings due to the added value of understanding their environmental impact.
6. Environmental Impact Reports: - Outcome: Quantify the cumulative environmental savings achieved by the company and its customers (e.g., total trees saved, water conserved, carbon emissions reduced). - Success Metric: An aggregated report showing the total environmental impact over time, showcasing the company’s contribution to sustainability goals and allowing customers to see the larger impact of their choices.
7. Lead Generation and Sales Growth: - Outcome: Measure how many new leads and sales opportunities were generated due to the calculator's presence on the website. - Success Metric: Trackable data on the number of leads directly attributed to interactions with the calculator, leading to a measurable increase in sales or inquiries about sustainability-focused products.
8. Stakeholder and Investor Confidence: - Outcome: Gauge the impact of the calculator on building trust and confidence among stakeholders, including investors, who may value sustainability metrics as part of the company's growth strategy. - Success Metric: Positive feedback from stakeholders and investors, and possibly more investment in the company based on its demonstrated commitment to sustainability.
9. Data for Reporting and Strategy: - Outcome: Leverage the data generated by the calculator to inform sustainability reports and align the company’s operations with SDG (Sustainable Development Goals) and ESG (Environmental, Social, Governance) reporting frameworks. - Success Metric: Better data-driven reporting for sustainability initiatives, resulting in improved ESG scores or recognition in industry benchmarks for sustainability.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
The project management was highly effective, characterized by timely delivery, excellent communication, and responsiveness to evolving needs. The team was proactive in overcoming challenges, ensuring the project met both our expectations and timeline without compromising quality. Their professional approach and ability to adapt to feedback contributed greatly to the success of the project.
What was your primary form of communication with Oak Tree Software?
Virtual Meeting
What did you find most impressive or unique about this company?
The most impressive aspect of working with this company was their combination of deep technical expertise and an unwavering commitment to understanding our business needs. They didn’t just deliver a software solution—they provided a tool that truly aligned with our sustainability vision and goals. Their ability to turn complex sustainability metrics into a user-friendly, visually appealing calculator was remarkable.
Are there any areas for improvement or something Oak Tree Software could have done differently?
No, everything was just right.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Backend Development for Software Development Agency
API DevelopmentIT Staff Augmentation
$10,000 to $49,999
Jan. 2024 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Their ability to deliver comprehensive, cutting-edge solutions across diverse industries is remarkable."
Jun 28, 2024
Business Dev Executive, Infowind Technologies(IT) Pvt. Ltd.
Akhilesh Malviya
IT Services
Indore, India
11-50 Employees
Online Review
Verified
Oak Tree Software helps a software development agency with backend development.
Oak Tree Software has delivered the project on time and within budget. They respond promptly to requests, communicate smoothly, and manage the project efficiently using Asana. The client appreciates their flexibility, knowledge of innovative technologies, and ability to offer cutting-edge solutions.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Business Development Executive of Infowind Technologies(IT) Pvt. Ltd.
Describe what your company does in a single sentence.
We are software development agency.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Oak Tree Software to accomplish?
ROR Back end Development
SOLUTION
How did you find Oak Tree Software?
Online Search
Referral
Why did you select Oak Tree Software over others?
High ratings
Close to my geographic location
Pricing fit our budget
Great culture fit
Good value for cost
How many teammates from Oak Tree Software were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
We have hired one of the ROR back-end Developers from OAK Tree for our project.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
On-Time delivery
Fewer Bugs were found in the delivered tasks
Development cost was under our allocated budget.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Excellent, they are very prompt in response to any requests.
They used project management tools like Asana to keep track of work and tasks.
One of the points of contact was always there for a smooth transition of communication.
What was your primary form of communication with Oak Tree Software?
In-Person Meeting
Virtual Meeting
What did you find most impressive or unique about this company?
Their ability to deliver comprehensive, cutting-edge solutions across diverse industries is remarkable. The emphasis on both remote and onsite collaboration highlights your flexibility and commitment to meeting client needs. Furthermore, the strong focus on innovative technologies and maintaining high standards of quality sets OAK Tree apart in the competitive tech landscape. This dedication to excellence and innovation truly makes your company unique.
Are there any areas for improvement or something Oak Tree Software could have done differently?
Nothing, they know their work very well.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
iOS & Android Development for Online Retail Company
Application TestingCustom Software DevelopmentMobile App Development
Less than $10,000
Oct. 2024 - Feb. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Their level of expertise and professionalism was impressive."
Feb 10, 2025
Executive, yniltoy.com
Anonymous
Retail
Denver, Colorado
1-10 Employees
Online Review
An online retail company hired Oak Tree Software to develop a mobile app for iOS and Android. The team integrated Bluetooth functionality and tested the app with multiple API keys.
Oak Tree Software delivered the app on time and according to the client's specifications. The team was responsive to the client's needs and proactive in implementing changes to further improve the final product. What stood out about the team was their professionalism, expertise, and responsiveness.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Executive of yniltoy.com
Describe what your company does in a single sentence.
Online Retail
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Oak Tree Software to accomplish?
Create an easy-to-use app and publish it on iOS and Google Play Store
SOLUTION
How did you find Oak Tree Software?
Online Search
Why did you select Oak Tree Software over others?
High ratings
Pricing fit our budget
Good value for cost
How many teammates from Oak Tree Software were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
I hired Oak Tree to make an easy-to-use LED Screen app for iOS and Google Play Store. I needed to make sure the app could connect with bluetooth using API keys. I had some sent to them and they tested the app with multiple API keys connected. The app runs smooth and and I have no issues with it. They let me create and customize the app to my liking and even changed a few times with no hesitation. I have a few more ideas for after I get this company up and running and I will be back and hire them again.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
They had a timeline that they presented to me and stuck to it. I might've slacked a little on my timing but overall they did exactly what they said they would do and delivered on time.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes everything was delivered on time and they took care of all my needs for this app. Even when I didn't like it or wanted to change they did so with no questions asked.
What was your primary form of communication with Oak Tree Software?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Their level of expertise and professionalism was impressive. I love when people respond right away and that is somethig that they do.
Are there any areas for improvement or something Oak Tree Software could have done differently?
Nothing at all. Thanks for everything!
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Website & CRM Development for Software Dev Co
CRM Consulting and SIWeb Development
$10,000 to $49,999
Jan. - June 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They were a great team to work with."
Nov 12, 2024
Business Development Manager, AS IT Solutions
Krishn Kumar
Information technology
Indore, India
11-50 Employees
Online Review
A software development company hired Oak Tree Software for web development services. The team built a website using React and a CRM for data automation using Salesforce.
Oak Tree Software delivered a quality website within a month and a well-functioning custom CRM within three months. The team was responsive, managed the project well, delivered on time, and provided great suggestions and ideas for the project. Overall, the client was happy with the partnership.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Business Development Manager of AS IT Solutions
Describe what your company does in a single sentence.
We provide IT and Software development services
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Oak Tree Software to accomplish?
I hire Oak tree Software for the Web Development project
SOLUTION
How did you find Oak Tree Software?
Online Search
Why did you select Oak Tree Software over others?
Pricing fit our budget
Good value for cost
Referred to me
Company values aligned
How many teammates from Oak Tree Software were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
I hired Oak Tree Software for my Web Development project and integration of Salesforce Environment. In the project firstly they done website development using React and then develop a CRM for data automation using Salesforce.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
I received quality website from them within a month
They developed a custom CRM as per my requirements within 3 months now my business automation process is very fine.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes the delivery of the project is on the time. Project is managed by there team leads and project management team. They were a great team to work with. They respond within 24 hours to the requirements and try there best to provide solution
What was your primary form of communication with Oak Tree Software?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
They provide great suggestions, ideas for my project. They work with me as my partners on the project. There suggestion on my project helps me a lot to improve my product
Are there any areas for improvement or something Oak Tree Software could have done differently?
N/A
RATINGS
5.0
"Great experience to work with them"
Quality
5.0
Service & Deliverables
"Great quality work"
Schedule
5.0
On time / deadlines
"They deliver work on timelines"
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
CRM Consulting & SI for Consumer Products & Services Company
CRM Consulting and SI
Less than $10,000
May - Dec. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Oak Tree provides excellent service."
Oct 16, 2024
System Manager, SmileyWorld
Adil Rahman
Consumer products & services
London, England
11-50 Employees
Online Review
Verified
Oak Tree Software provides CRM consulting and SI services for a consumer products and services company. The team is responsible for sales automation and reducing the client's administrative work.
Oak Tree Software's work will reduce the client's administrative work, save their staff time, and improve data accuracy. The team delivers on time and responds to needs, communicating 'primarily via virtual meetings. Their ability to understand the project and find practical solutions is impressive.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the System Manager of SmileyWorld
Describe what your company does in a single sentence.
Oak Tree provides excellent service. We have been working together for the last 11 years and are still working on new projects.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Oak Tree Software to accomplish?
Successful integraton
Sucessfull project
Less work for the staff
SOLUTION
How did you find Oak Tree Software?
Online Search
Why did you select Oak Tree Software over others?
High ratings
How many teammates from Oak Tree Software were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Integration
Automation
Reduce the admin work
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Conversion of the deal memo to agreement, that will help to reduct the admin work and will save our staff's time. We will also have the data accuracy.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes they deliver on time
What was your primary form of communication with Oak Tree Software?
Virtual Meeting
What did you find most impressive or unique about this company?
Good communication and understanding of the project and work need to be done. Finding the right solution for us.
Are there any areas for improvement or something Oak Tree Software could have done differently?
Timeline can be more improved to deliver the project on time.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
"Highly recommended.
Custom Software Dev & UX/UI Design for Travel Company
Custom Software DevelopmentUX/UI Design
Confidential
Jan. - Sep. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They sought out and considered data, intuition, ideas, and their own experience to help us make decisions aligned with our objectives."
Sep 26, 2024
Founder & CEO, Bilt Ventures
Greg Dehn
Hospitality & leisure
Minneapolis, Minnesota
11-50 Employees
Online Review
Oak Tree Software worked with a travel company to develop an MVP marketplace product. Their work involved risk assessment, user profile and pricing model development, and UI design.
Oak Tree Software delivered the project on time and led weekly meetings to demonstrate their work and keep the project on track. The team communicated clearly and frequently through emails and virtual meetings. Above all, their proactive problem-solving and data-driven approach were outstanding.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Founder & CEO of Bilt Ventures
Describe what your company does in a single sentence.
We connect adventure travelers to adventure guides.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Oak Tree Software to accomplish?
Design a software product serving our market.
Develop an MVP marketplace product.
Beta test the MVP in market.
SOLUTION
How did you find Oak Tree Software?
Referral
Why did you select Oak Tree Software over others?
Pricing fit our budget
Great culture fit
Good value for cost
Referred to me
Company values aligned
How many teammates from Oak Tree Software were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
We engaged Oak Tree Software to complete the following key objectives for a new product go to market strategy and MVP development:
Risk Assessment
Data Broker-Dealer Integration Design
User Profile Development
Pricing Model Development
The completion of the aboe objectives led to phase 2 work with Oak Tree that included:
MVP system architecture design
User Interface design
Production of a beta product
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The Oak Tree team completed the agreed upon deliverables successfully.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Weekly check in meetings demonstrating work to date and issue discussion ensure we kept on track with the project and, as the client, that we had the opportunity to prioritize the work remaining. The Oak Tree team communicated effectively, engaged the Oak Tree and client team effectively to ensure we achieved the objectives we set out to achieve.
What was your primary form of communication with Oak Tree Software?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
I particularly appreciated how Oak Tree Software solved our problems. They sought out and considered data, intuition, ideas, and their own experience to help us make decisions aligned with our objectives.
Are there any areas for improvement or something Oak Tree Software could have done differently?
Left blank.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Marketplace Platform Development for System Integration Co
E-Commerce DevelopmentWeb Development
$10,000 to $49,999
Aug. - Oct. 2024
5.0
Quality
5.0
Schedule
4.5
Cost
5.0
Willing to Refer
5.0
"Oak Tree Software's expertise and professionalism were impressive."
Sep 26, 2024
Director of Delivery, System Integration Company
Anonymous
IT Services
Bengaluru, India
201-500 Employees
Online Review
Oak Tree Software has built a salesforce commerce cloud marketplace platform for a system integration company. The team is responsible for the platform's design, development, testing, and feature integration.
Oak Tree Software has delivered items on time, demonstrating the required expertise to develop the marketplace platform. The team is professional, responsive, and flexible to working during the client's timezone and maintains communication through virtual meetings, email, and messaging apps.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Director of Delivery of a system integration company
Describe what your company does in a single sentence.
SI for Ecommerce & Marketplaces
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Oak Tree Software to accomplish?
SFCC Consultants hired to help with SFCC Marketplace Platform
SOLUTION
How did you find Oak Tree Software?
Referral
Why did you select Oak Tree Software over others?
High ratings
Pricing fit our budget
How many teammates from Oak Tree Software were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Hired SFCC consultants to work on SFCC Marketplace Platform, including:
Design
Development
Testing
Integration Platform Features
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
SFCC Consultants were professional and had required expertise to build and deliver the SFCC Platform.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
SFCC Consultants were able to deliver items on time
They were very responsive
They were flexible to work during US timezone
What was your primary form of communication with Oak Tree Software?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Oak Tree Software's expertise and professionalism were impressive.
Are there any areas for improvement or something Oak Tree Software could have done differently?
None.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
4.5
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Salesforce CRM Setup & Mgmt for Air Quality Engineering Co
CRM Consulting and SIIT Staff Augmentation
Confidential
Sep. 2022 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They're communicative, agile, and flexible, and show a can-do attitude versus saying that things are impossible."
Jul 19, 2024
VP of Finance & Operations, Air Quality Engineering Company
Anonymous
Engineering
San Francisco, California
11-50 Employees
Online Review
Verified
Oak Tree Software has developed a Salesforce app that creates custom quotes for various currencies and regions for an air quality monitoring company. They've designed CRM tool architecture and flow management.
The client is pleased with Oak Tree Software's responsiveness, ease of communication, and timely delivery of tasks. The team is responsive, and addresses missed deadlines effectively. They are agile and flexible and demonstrate a can-do approach to functions. They communicate via virtual meetings.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the VP of Finance and Operations of an air quality engineering company
Describe what your company does in a single sentence.
clean air monitoring solutions
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Oak Tree Software to accomplish?
CRM tool architecture and design
CRM flow management
SOLUTION
How did you find Oak Tree Software?
referral
Why did you select Oak Tree Software over others?
High ratings
Pricing fit our budget
Great culture fit
Good value for cost
Company values aligned
How many teammates from Oak Tree Software were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Salesforce app build out and management. Custom quote creation for different currencies and regions.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Timely responsiveness, delivery of project and specific tasks, ease of communication.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
responsiveness from the upper management when the staff was not able to meet the deadlines.
What was your primary form of communication with Oak Tree Software?
Virtual Meeting
What did you find most impressive or unique about this company?
They're communicative, agile, and flexible, and show a can-do attitude versus saying that things are impossible
Are there any areas for improvement or something Oak Tree Software could have done differently?
proactive responsiveness when someone is leaving the team, having someone in their team internally so that they can transfer knowledge and also onboard fully on slack, salesforce to the new person who will be handling our project. Lot of churn in the team, so it's not best use of my time to onboard and train new people every few months.,
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Salesforce Dev, CRM & Analytics for Mobile & Web Dev Company
Custom Software Development
$10,000 to $49,999
Oct. 2023 - Feb. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
“We were most impressed by their deep knowledge of Salesforce.”
Jul 2, 2024
Co-Founder & CEO, Developer Bazaar Technologies
RM Mishra
IT Services
Indore, India
11-50 Employees
Online Review
Verified
A mobile app and web development firm hired Oak Tree Software for a Salesforce implementation and customization project. The team also worked on improving the client’s CRM and data analytics capabilities.
Thanks to Oak Tree Software’s work, the client saw a 25% increase in sales productivity and a 15% reduction in sales cycle time. The client also achieved improved customer satisfaction scores and better data accuracy and reporting. Overall, the team had a truly commendable Salesforce knowledge.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Co-Founder & CEO of Developer Bazaar Technologies
Describe what your company does in a single sentence.
We are into Mobile App and Web Development Agency
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Oak Tree Software to accomplish?
We outsourced a Salesforce project
SOLUTION
How did you find Oak Tree Software?
Online Search
Referral
Clutch Site
Why did you select Oak Tree Software over others?
High ratings
Pricing fit our budget
Great culture fit
Good value for cost
Company values aligned
How many teammates from Oak Tree Software were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
We hired Oak Tree Software to implement and customize Salesforce to streamline our sales processes, improve customer relationship management, and enhance our data analytics capabilities.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The measurable outcomes included a 25% increase in sales productivity, improved customer satisfaction scores, and enhanced data accuracy and reporting capabilities. Additionally, our sales cycle time was reduced by 15%.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Their project management was outstanding. They adhered to the project timeline and were very responsive to our needs, providing timely updates and addressing any concerns promptly.
What was your primary form of communication with Oak Tree Software?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
We were most impressed by their deep knowledge of Salesforce, their ability to customize the platform to our unique requirements, and their commitment to ensuring we derived maximum value from the implementation.
Are there any areas for improvement or something Oak Tree Software could have done differently?
No
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
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