CRM & business portal · United Kingdom
One portal for quotes, jobs, invoicing, analytics and installs
Replaced a stack of disconnected tools with a single custom CRM: invoicing, customer analytics, full job tracking with technician assignment, and secure tracker-installation records.
- Client
- Mass Vehicle Security
- Vehicle-security & tracker-installation company
- What we did
- Custom CRM build · Job tracking · Invoicing & quotes
The situation
Where they started
Mass Vehicle Security were running the business across several disconnected tools. Invoicing and billing were manual, and there was no single place to track jobs or see how the business and its customers were doing.
What we changed
The specific work
- 01
Invoicing & billing
Raise invoices and handle billing inside the portal instead of juggling separate software.
- 02
Customer analytics at a glance
A dashboard view of customers and business activity, all in one place.
- 03
End-to-end job tracking
Track each job's progress and assign a specific technician to it.
- 04
Secure tracker-installation records
Every installation is recorded and kept securely, so connectivity and setup can be checked later if needed.
- 05
Quotations & jobs
Generate quotes and convert them into jobs within the same system.
- 06
Fully mobile-responsive
The whole portal works on phones and tablets for use out in the field.
The result
What changed for Mass Vehicle Security
- A single all-in-one portal replaced the scattered tools the business relied on.
- Quotes, jobs, invoicing, analytics and installation history now live in one place.
- Installation records are stored securely for later checks.
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