BidBuild

CRM and ERP platform for field service

ElifTech was approached by the company Wahoo Pools, a manufacturer of luxury pools for mansions, to develop a custom CRM and ERP solution. The platform aimed to streamline lead management, sales tracking, and order management while facilitating proposal creation, transition of approved proposals into active jobs, billing and invoicing, and monitoring financial metrics in real-time, allowing for better budgeting and forecasting.

Initially designed to meet the needs of Wahoo Pools, the platform was later transformed into a Software-as-a-Service (SaaS) product for usage by other companies. The main goal was to improve sales and operational processes, financial management, and accounting.

Industry

Construction
Headquarters

US
Website

Visit website

Services we provided

CRM Platform Development
ERP Platform Development
Web App Development
Mobile App Development
MVP Development
UI/UX Design
Landing Page Design
Dashboard Design

About the сlient

Wahoo Pools is a renowned company in the luxury pool manufacturing industry. As the project owner, the CEO recognized the need for an efficient CRM and ERP platform to enhance sales processes and improve overall operational management within the organization. Subsequently, the platform was expanded to SaaS to cater to the requirements of other businesses as well.

Challenge

Wahoo Pools had previously utilized CRM software, but the existing solution suffered from outdated design and inefficient usability. The client was struggling with scattered data sources, making it challenging to manage leads, track sales, and monitor orders effectively. The existing process for creating proposals was time-consuming, leading to delays in sales operations. The company sought to develop a CRM platform for efficient management of the sales processes with improved user interface (UI) and user experience (UX).

The main challenge faced by ElifTech in this project was to ensure that the developed CRM and ERP platform would address these concerns while accurately reflecting and incorporating all the specific business processes of Wahoo Pools. This required a deep understanding of the client's operations, workflows, and requirements.

Solution

Web App Development

ElifTech audited the legacy CRM, features, workflows, and user feedback, to pinpoint limitations and solutions. We then redesigned the platform with modern UI/UX, delivering a faster, more intuitive experience anchored by a data-rich dashboard for at-a-glance access to essential information.
Dashboard Feature Design

To address the need for easy accessibility to key data, ElifTech implemented a well-designed dashboard feature in the CRM and ERP platform. The dashboard served as a central hub, allowing users to monitor sales progress, track leads, and analyze financial metrics effectively.
Mobile App Development

ElifTech developed a comprehensive app encompassing all the required features and functionalities of the CRM and ERP platform, ensuring a seamless user experience throughout the app, focusing on simplicity and ease of use. The design was optimized for mobile devices, ensuring that users could access and utilize the CRM and ERP platform from any device on the go.
UI/UX Design

We crafted a visually cohesive, on-brand UI with clear, logically structured navigation to boost productivity and reduce ramp-up. The CRM is fully responsive, delivering a consistent, optimized experience on desktop, tablet, and mobile.
Branding and Landing Page Design

The branding elements were incorporated consistently throughout the platform, creating a cohesive and professional look and feel. Additionally, a landing page showcased the CRM platform's features, benefits, and unique selling points. The landing page was a marketing tool to attract potential customers and generate interest in the SaaS offering.
MVP Development

To expedite the time-to-market and gather user feedback early on, ElifTech adopted an MVP approach. This allowed the client to use the CRM and ERP platform and provide valuable feedback for further improvements.

Features delivered

Products and Services Catalogs

The CRM platform included a robust catalog system that allowed efficient management of the range of products and services. It enabled the creation, organization, and easy updating of product and service listings. This feature facilitated quick access to essential information about the products and services offered.
Lead and Activity Management

The CRM platform incorporated a comprehensive lead management system to track leads, log interactions, and manage the entire lead lifecycle. Users could efficiently capture and categorize leads, schedule follow-ups, and monitor progress.
Proposal Creation

Creating proposals became a streamlined process with the proposal creation feature. Users could generate professional proposals for clients directly within the platform. These proposals could be customized, edited, and shared with clients, enhancing the sales process.
Job Tracking

The CRM platform included a job tracking module that allowed monitoring the progress of projects and jobs. Users could access real-time updates on project status, assign tasks to team members, and track project milestones, ensuring projects stayed on schedule.
Budget Management

Budget management tools were integrated into the platform, enabling users to effectively plan, track, and manage project budgets. Users could set budget limits, monitor expenses, and receive alerts for budget overruns, ensuring financial control.
Mobile Application

To enhance accessibility and productivity, a mobile application was developed. This allowed users to access critical CRM features on the go. Whether in the office, at a client's site, or in the field, users could manage leads, track projects, and access important data using their mobile devices.
Purchase Orders and Vendor Management

This feature facilitated the creation and management of purchase orders. Users could seamlessly order materials and services, track deliveries, and manage vendor relationships. This streamlined procurement and ensured timely project execution.
Billing and Invoicing

The CRM platform provided a comprehensive billing and invoicing system. Users could generate invoices, track payments, and manage accounts receivable. This feature automated financial processes, reducing manual data entry and errors.
Superadmin Portal for Managing New Organizations (SaaS)

To support the transformation of the platform into a SaaS product, a superadmin portal was developed. This portal allowed the client to efficiently manage new organizations and clients using the CRM platform as a service. It provided tools for user management, organization onboarding, and customization.

Key results and business value

Enhanced Efficiency

Wahoo Pools transitioned from the old CRM platform to the new one, resulting in time savings for various processes. The streamlined workflows and improved functionality allowed the company to accomplish tasks more efficiently.
Improved User Experience

The new platform's user-friendly interface and intuitive features provided a seamless user-centric experience for its users. The modern design and enhanced usability contributed to higher user satisfaction and increased productivity.
Software-as-a-Service Solution

Building on the CRM’s success, Wahoo Pools productized it into a scalable SaaS CRM/ERP, a key milestone with ElifTech. This opened the platform to the broader construction industry, enabling fast onboarding and easy scaling as needs and user counts grow.
SaaS Revenue Generation

With the transformation of the CRM and ERP platform into a SaaS product, Wahoo Pools gained the ability to sell the solution to other companies. This expansion into the SaaS market created an additional revenue stream for the client.