CRM Systems
We help sales and service companies overwhelmed by tasks and data (often buried in messy spreadsheets) automate repetitive, multi-step business processes using perfectly tailored custom software and artificial intelligence. Our solutions boost productivity, create competitive advantages, reduce costs, and are easy for everyone to manage!
Streamline your processes and focus on growth with a custom CRM system!
Below are selected case studies that best demonstrate the capabilities of our CRM solutions.
A dedicated platform for business process automation and CRM for an HR and payroll service provider in the transport and distribution industry.
Bespoke Business Process Automation & CRM Platform for a Payroll provider for Distribution and Transport Companies
Challenge
Our client, an HR and payroll service provider for companies in the transport and distribution industry, managed nearly 10,000 driver accounts across multiple companies. Customer and driver account management, as well as coordination of sales representatives, was handled through numerous spreadsheets and scattered systems. The lack of centralization and automation led to inefficiencies and difficulties in scaling the business.
The initial goal was to develop a dedicated system to automate HR operations and to implement a CRM system for the sales team, including automation of fleet management for sales representatives.
Solution
We designed and implemented a comprehensive business process automation and CRM platform. The system was initially deployed in the HR and sales departments and later expanded to other areas of the company.
Thanks to our deep understanding of the client’s operations, we were entrusted with integrating external and internal systems and optimizing processes across various departments.
The solution included:
- Report export to XML, PDF, and DOC formats
- A task management system with role-based access across departments
- Control and support for key business processes
- Integration with external systems (e.g. government, tax offices, internal tools)
- Document generation based on corporate templates
- Notification system and client communication panel
- Google Maps integration
- Advanced calculations, including financial models
- Mechanisms to prevent employee misuse
- Marketing tools (e.g. mass email campaigns)
Key Benefits
- Significant increase in operational efficiency across the organization
- Centralized data and simplified workflows for HR, sales, and admin teams
- Shorter task and process execution times
- Error reduction through automation and data integration
- Greater control over team activities and costs
- Improved client communication and faster access to key information
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