Architectural
Lead-to-Delivery CRM & Multi-Level Quotation System
The Problem: Leads, quotations, supplier costs and project progress were tracked in separate spreadsheets, so nobody could see which jobs were at risk or how much profit a big quotation really made.
Who should look at this case study?
- • If you supply sanitary ware, kitchens, lifts or fittings to both homeowners and developers.
- • If your quotations are big and split into many sections that are approved and revised one by one.
- • If you import products from overseas and need duty, forwarding and exchange rate in the cost.
- • If you want to see the real margin of every quotation before you send it.
- • If your sales team loses track of leads and follow-ups across WhatsApp and Excel.
- • If management needs one screen to spot late deliveries and overdue payments across all projects.
If you read the points above and feel they sound exactly like your situation, then yes—we can help.
We can walk you through this case study
and
review together if our solution is the right
fit to
solve your problem.
Modules
Command Center
Every active project with its health, task progress and any overdue delivery or payment, on one screen.
Leads
A kanban board that moves each lead from New to Contacted, Qualified, Proposal and Won, with value, priority and owner.
Project Quotation
One master quotation split into sub-quotations, each approved and printed on its own, with customer and billing details beside it.
Profit Analysis
Total, cost, margin and profit % for quoted items, with bulk mark-up by product code and discount by brand.