Buli CRM

A CRM for planning transports and tracking order progress

Project: Buli CRM
Industry: Construction, waste collection
Services: Web Development, UX/UI

The CRM system that we built for Buli enables better planning of transports and tracking of the progress of order fulfillment. In addition, it facilitates easy management of the customer base and enables establishing and maintaining contact with them. The system allowed Buli to increase its efficiency, automate processes and provide better service to its customers.

The challenge

Building a tool that will help manage the completion of waste disposal orders. The system had to be easy to use, but at the same time provide advanced functionalities, such as tracking the progress of order fulfillment, planning transports and ensuring better customer service.

Project scope

The system interface consists of three key elements:

Customer management module allowing storage and updating of customer information such as their addresses, phone numbers and order history.
Container management module allowing tracking of the technical condition of containers.
Planning module with an interactive map, allowing for the visualization of the locations of container deliveries and collections, streamlining the planning and monitoring of shipments.

The map interface is the most important element of the entire system. It enables easy planning and control of container delivery and collection routes. Delivery and pick-up locations are color-coded for quick identification of the type of order.

The map also allows for grouping of orders, which helps in the effective planning of routes for transports from the same location.

How we made it happen

During the first stage of the project, we performed an audit of the client’s business by meeting with the company's employees in its headquarters. The purpose of these meetings was to explore the needs and requirements of the company, which enabled the creation of an optimal CRM system tailored to their needs. </br></br>It was the first stage of the digitization of the client's company, so it was crucial that the system was intuitive and easy to use. We had to ensure that employees could quickly learn and take full advantage of the system's capabilities.

Implementation

Employees were introduced to the new CRM system in the client's headquarters. The goal was to streamline the process of the company's digitization and enable its employees to get to know the functionalities of the system.

The training was conducted by our specialists, who answered the questions and explained any doubts related to the functionalities of the system.

Everyone considered the implementation successful, and employees were satisfied with the capabilities of the new tool, which allows them to manage orders more effectively.

Main challenges:

Optimization of transport planning
Grouping transports based on pins visible on the map turned out to be the best way to facilitate and accelerate transport planning. The solution consists of combining several orders into a group, taking into account the location of destinations, the size of containers, cars and the availability of drivers. The execution of grouped orders not only saves the driver's time, but also ensures the optimal use of the fleet and crew.
Report Generation
After long consultations with the client, we have prepared a report generation tool that meets the company's business needs. The system automatically collects, processes and presents data in an easy to understand way.
Quick and easy way of searching for customers and their orders
Thanks to our integrated approach to data collection and management, the search engine in the CRM system for easy and quick finding of information about customers, orders, transport history and other essential data. Taking into account various criteria, such as the customer's name, telephone number or order number, the search engine provides accurate and relevant results. This significant convenience for employees allows them to immediately find the information they need during a telephone conversation with the client.
Helping the client in taking the first step in digitizing the company
Our team supported the company in its first steps in digitization by analyzing its needs, assessing the current technological situation, presenting the available options and selecting the ones best suited to its needs. We then designed and implemented an action plan and conducted training on how to use the new system.

Gallery

Technological stack

Next.js
React
Laravel
MySQL
TypeScript
PHP

Effect

See the effects of our work on the project Buli CRM

Increased work efficiency
Thanks to the interactive map, the company can save time and money by optimally determining routes.
Finding information easier and faster
Easy access to all customer information enables fast and effective communication with customers.
Continuation of cooperation
The client decided to take the next steps in digitizing the company by systematically adding new functionalities.

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