CRM system
Car Reparing Company with
10+ people in Team
10+ people in Team
10+
Team
250+
cars per month
3
years of experience
Task
CRM System for Process Automation
Engineering
Engineering
Problem
Inefficient Documentation
Management
Management
Working with Excel
Managers kept a record of clients in an Excel table, invoices for clients were edited in Word, entering data there by hand. Payroll accounting, purchases from suppliers were also carried out in Excel spreadsheets, which did not create problems at the first stages of work.
Points to Fix
With the expansion of the service station, the customer realized that managers simply lose information, do not have time to enter it into tables and often make mistakes. A decision was made to automate the process.
Details
Products & Orders Screens
Analysys
Application Architecture
Dashboard
Payments
Task Manager
Products
Clients
Settings
Expenses
My tasks
All Products
All Clients
Work Type
Income
Team tasks
New Product
New Client
Providers
New Product
Overhead
Bills Purchase and Sellings
Functionality
Easy Work of a Team Makes
Business Profitable
Business Profitable
Products
Includes quantitative accounting, acceptance of invoices from suppliers, sale of goods, write-off of spare parts when generating invoices for customers.
Clients
Customer list with service history. In the system, the list of customers is used when generating invoices and when issuing invoices.
Finance
Includes invoices as well as the accounting pages, where all information about finances for the entire period is located. The system has a section “expenses” where the manager can make unforeseen expenses to generate correct reporting at the end of the day.
Settings
Flexible settings allow you to manage users, add suppliers, wizards, edit the form for invoices, types of work and more.
Communication
Efficient Communication Helps
Determine Task Better
Determine Task Better
Communication
To find out the efficient way of work client and Asabix management had several one-to-one meetings where we created the structure and backlog of the project
Approvement
We have discussed the functionality of each feature in detail so the work is done when the system replies to all the user request according to the functionality discussed
Task
CRM System for Process Automation
Engineering
Engineering
Finance
Efficient Communication Helps
Determine Task Better
Determine Task Better
Forming an invoice for a client, while a client can be selected from the list, or you can enter a new one and it will be added to the list of “clients” automatically.
The manager attaches the document to the master, for reporting and automatic payroll at the end of the month. Pdf invoices for printing are automatically generated.
Dashboard
Easy Work of a Team Makes
Business Profitable
Business Profitable
Communication
Displays expenses and income for the current day, cash for the current month, total cash, total profit and net profit for the current month. Additionally, a list of records and a block with tasks for today, tomorrow, and so on are displayed (like a board with stickers, where a manager can mark what he needs to do). Also built graphs with financial indicators and the number of serviced cars.
Task
CRM System for Process Automation
Engineering
Engineering
Result
Clear, Fast and Transparent Process
for All Team Memebers
for All Team Memebers
Client’s benefits
Any time a business owner can enter the system and be aware of all the processes and progress in the company. They may check not only the work efficiency of the team members but also the profit and the financial part of the business from different aspects
Team Benefits
The team members have more time to work not to fight with the Excel trying not to make a mistakes. Automated process of documentation helps keep the progress clear and transparent for everyone
Need to have similar
project? Let’s Talk!
project? Let’s Talk!
Feel free to contact Asabix if you have any ideas for collaboration right now
at [email protected] We will be glad to discuss your project!
at [email protected] We will be glad to discuss your project!
Ready to answer all your questions.
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