Industry - Development of a bespoke CRM for the construction industry
iterates has designed a CRM software iterates designed CRM software for a company in the construction sector to unify access to customer and prospect data. The aim was to optimise customer relationship management by connecting the CRM to the existing ordering system and ensuring a fluid flow of internal information. This solution aims to strengthen collaboration between teams and automate sales management.
Features
- Centralised SCRM with customer and prospect tracking
- Connection with the quotation and order system
- Complete history of customer interactions
- Role management and profile access
- View and search data quickly
- Integration with Airtable for flexibility and scalability
Before iterates
- Customer data scattered in Excel files
- No unified view of exchanges or orders
- Lack of collaboration between teams
- Risk of errors and duplication
After iterates
- CRM tool connected and shared in real time
- Data accessible and structured by all stakeholders
- Automated customer updates via commands
- 360° view of customers for a better sales strategy
Impact of the solution
- Reduce data errors and redundancies
- Improving the quality of sales follow-up
- Significant time savings in customer management
- Customer autonomy to develop CRM
Skills used
- CRM design and development
- Customer database integration
- Automated ordering processes
- UI/UX for internal efficiency
- User training and change management
Our support
We supported our client from the recovery and structuring of old data through to team training. The choice of an Airtable-based CRM enabled rapid customisation, while giving the client complete autonomy in the future development of the tool. Collaboration was agile, with regular functional adjustment and user validation sessions.
Testimonials
They trust us
BNP Paribas, J&J, Worldline/Ingenico, SP Finances and many others rely on us for their digital projects and talent needs.
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