Placeholder photoLiveUnder NDAroad freight transport in Europe
Freight management
Rate quoting and transport request management for a European road carrier, its partners and end customers.
Service
CRM and sales
We build a CRM around the way you sell: enquiries and orders with statuses, a request card with documents and correspondence, price calculation right in the request, accounts for customers and partners. Not a box full of extras, but what your sales team actually works with.
Animation: enquiry cards pass through four narrowing sales stages like a funnel; some drop out on the way, the rest reach a deal, and history rows are added to the customer card.
When you need it
Situations that bring people to us for this service.
Enquiries in messengers and email
A customer's history is scattered across chats, and the answer depends on who remembers what.
Statuses have to be chased
To find out what stage an order is at, the customer writes and a manager searches.
Prices are calculated by hand
Every quote is a spreadsheet and a manager's time, and a mistake costs money.
A boxed CRM isn't your process
Stages, fields and roles don't match how you actually sell.
What's included
Sales analysis
Where customers come from, which stages an enquiry goes through, who is responsible for what.
Enquiries and orders
Every enquiry is stored in the system with a status, a reason for each change and a history; notifications go by email or messenger.
Search and filters
Filters by status and source, search by name and phone number.
Request card
Addresses, attached documents, PDFs and correspondence — in one place, not in the inbox.
Price calculation
The customer or a manager sees the price by your rules straight away, and you update the rules yourself.
Customer and partner accounts
Separate accounts for companies, employees or suppliers; a partner can sell under their own brand.
Roles and access
Each role sees and changes only what it is allowed to.
Integrations
Website forms, email, messengers and your accounting system — data reaches the CRM without manual copying.
What you get
- A description of sales stages, statuses and roles
- A prototype of the key sales scenario
- A CRM with enquiries, cards and search
- Customer or partner accounts, if you need them
- Links to your website, email and messengers
- Code and documentation that are open to you
The project path
From the first conversation to daily use
Every step ends with a decision: go on or stop. We don't start the next one until the previous one has given its answer.
- 01
Getting to know the task
You describe the process and what gets in the way. We reply by email with questions and arrange a call.
- 02
Discovery
We study the process with the people who work in it and write down what the system must change and how we will check it.
- 03
Prototype
We build a working prototype of the key scenario to test the idea on real data rather than on polished screens.
- 04
Pilot
We run the system in your real environment with agreed outcome criteria and a deadline. After the pilot we decide together whether to go further.
- 05
Launch and growth
We bring it to daily use: reliability, access rights, links to other software, documentation, support. Then we develop it based on user feedback.
Related case studies
Systems where we have already done this kind of work.
- Placeholder photo
Placeholder photoLiveUnder NDAcorporate catering and lunch deliveryCorporate catering
A corporate lunch platform: staff order a week ahead, the company sets the limit, the kitchen gets ready-made labels and sheets.
Placeholder photoLiveProduct: RealCleancleaning servicesCleaning management
A cleaning company website with a step-by-step price calculator, stored orders, and a panel where prices and content are edited.
Technology in these case studies
- REST API
- JWT
- Excel
- Strapi
- PostgreSQL
- Next.js
- LiqPay
- Puppeteer
- Django
- Django REST Framework
- Telegram
Questions about this service
Why not use a ready-made CRM?
If it covers your process, use it. We step in when selling has its own rules: complex price calculation, partner accounts, particular statuses.
Can a website form and a messenger be connected?
Yes. An enquiry is stored in the system first, and a notification arrives in the messenger — that's how the cleaning company case study works.
Can partners sell through our system?
Yes. In the road freight case study a partner gets a site under their own brand — with their own logo, language and price coefficient.
Can we start with one part?
Yes. First a prototype of the key scenario, then a pilot, and only after that do we decide what to add next.
More in “ERP”
- Finance and pricingThe system calculates prices, rates, limits and payments by your rules — and your manager changes those rules.
- Warehouse and stockEvery issue, scan and dispatch has a person responsible, a quantity and a record in the log.
- Production trackingMovement of products between work areas, the item's route and dispatch are visible at once — without paper sheets.
- Staff and working timeShift rotas, check-ins from the phone, reminders and attendance reports — managers see who is on shift right now.
- Documents and reportsThe system prepares and sends spreadsheets, PDFs, labels and reports itself, and documents don't get lost in email.
Have a project with no ready-made solution?
Describe it in a few sentences: how things work today and what gets in the way. We reply by email with questions on the next business day.
Get in touch