A unified commercial operations platform

The challenge

A growing B2B services company used separate platforms for website enquiries, CRM, quotations, project delivery and accounting. Staff moved information between them manually, duplicating customer details and making the journey from enquiry to payment difficult to follow.

Enquiries needed manual allocation, opportunities could lose their connection to delivery work, and management had no coherent view across the operation.

What we built

We developed an integration and workflow platform connecting all five systems. It captured enquiries, matched customer records and allocated incoming work using company-specific rules.

As opportunities progressed, information moved between the CRM, quotation and project systems. Accepted quotations initiated handovers, while accounting information remained linked to the corresponding work.

A management dashboard brought enquiries, quotations, projects and invoicing together. Validation, synchronisation monitoring, error handling and an audit trail supported the connections behind it.

Business value

The connected workflow was designed to reduce duplicate administration and give sales, delivery and finance a shared view of the commercial process, while retaining the applications the business already used.

Capabilities

Bespoke software engineering · API integration · Process automation · Data architecture · Operational dashboards