A representative custom system for a service company that has outgrown spreadsheets and needs one reliable place to manage enquiries, work and customer follow-up.
The business challenge
Separate spreadsheets, inboxes and messaging threads make it difficult to know what has been promised, what is due next and which opportunities need attention. Important information can become dependent on one person.
The Solvix solution
The concept uses a role-based PHP/MySQL portal with lead stages, customer records, booking status, assigned tasks, notes, reminders, document links and management reporting. The workflow can be adapted around the company rather than forcing the company into generic software.
Services demonstrated
- Custom PHP/MySQL development
- CRM and booking workflows
- Dashboard and reporting design
- Role-based access and audit history
- Automation and email integration planning
Intended business value
The portal is designed to improve visibility, reduce repeated administration and give the team a clearer process from first enquiry through delivery and follow-up.
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