PROJECT 01 / CLIENT PROJECT
Construction company CRM
Built the website, the estimate calculator and the CRM. Building parameters, the estimate, the deal and the commercial proposal are linked in one system. After launch I kept shipping changes based on the client's feedback.
HOW IT WORKS / PICK A NODE
The visitor sets parameters
Picks the building type on the website and enters the inputs for the estimate.
The manager picks up the order
Refines the parameters, sees the deal status and checks the line items.
The estimate becomes a document
The module assembles line items, cost groups and the total. The manager decides on the final scope and price.
The team issues the proposal
The manager checks the terms, saves a PDF via the browser print dialog and chooses how to send it.
Diagram of the implemented process. Live connections and data are not shown.