Refloor – Empowering Customers through a Self-Service Portal

Refloor, headquartered in Troy, Michigan, is one of the fastest-growing flooring installation companies in the United States. Known for its luxury vinyl plank (LVP), hardwood, and laminate flooring solutions, the company offers next-day installation, transparent pricing, and a lifetime warranty. Refloor’s success stems from its commitment to integrating technology throughout the customer journey—from estimation to installation and post-sale support.

Following the success of its digital Scheduler Application, Refloor identified a gap in the post-installation and payment management stages. While internal teams tracked customer and sales data through Salesforce and i360, customers lacked digital visibility into their project and payment details.

Challenges included:
- No digital access for customers to track service or sales progress.
- Inability to view payment status or transaction history.
- Manual dependency for payment follow-ups and receipts.
- Lack of transparency and real-time updates for customers.

Refloor needed a secure, user-friendly portal where customers could view their service progress, check payment history, and manage transactions in real time.

MRANK collaborated with Refloor to design and develop a Customer Portal Application that provides customers with real-time access to service, payment, and sales data. The solution integrates seamlessly with Refloor’s i360–Salesforce ecosystem, promoting transparency and self-service convenience.

Key Objectives:
1. Build a web-based portal with secure customer authentication.
2. Enable tracking of service progress, installation details, and payment history.
3. Integrate payment gateway for online transactions.
4. Synchronize customer data in real time with Salesforce via i360 APIs.
5. Reduce support dependency through self-service capabilities.

The Customer Portal was developed as a scalable, React.js-based web platform fully integrated with Salesforce and middleware services.

Core Features:
- Personalized Customer Dashboard: Displays service history, installation status, and sales data.
- Payment Tracking & History: Shows real-time balances, receipts, and downloadable invoices.
- Online Payment Integration: Secure gateway (Stripe/PayPal) for direct customer payments.
- Service & Sales Tracking: Real-time updates on ongoing services or installations.
- Notifications & Alerts: Automated email/SMS for payments, updates, and promotions.
- Authentication & Security: OAuth-based login ensuring customer data privacy.

Frontend: React.js – Modular, responsive interface.
Backend: Node.js + REST APIs – Data logic and middleware communication.
CRM Integration: Salesforce via i360 Middleware – Real-time synchronization.
Database: PostgreSQL / MongoDB – Stores sessions, user profiles, and transaction logs.
Payment Gateway: Stripe / PayPal – Secure payment and tracking integration.
Hosting: AWS Cloud – Reliable and scalable infrastructure.
Security: OAuth 2.0 + HTTPS Encryption – Ensures data safety and compliance.

- 100% visibility into customer service and payment records.
- 40% reduction in customer support calls related to payment and project tracking.
- Faster payment cycles due to real-time invoice and balance tracking.
- Improved customer trust and satisfaction through transparency.
- Enhanced operational efficiency and CRM data consistency.

By leveraging MRANK’s expertise in React.js and Salesforce integration, Refloor successfully launched a feature-rich Customer Portal that empowered its users with full visibility and control over their services and payments. The portal streamlined customer interactions, reduced manual overhead, and strengthened Refloor’s reputation for digital excellence.