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CRM · Work orders · Scheduling

A CRM that follows work from enquiry to delivery.

We build custom CRM and work order systems. Customers, quotes, tasks, deadlines and documents follow one process adapted to how your company works.

Your workflow
Roles and permissions
Tool integrations

The customer is in the CRM. The work is in emails and spreadsheets.

Sales cannot see delivery

An accepted quote moves to another department and its current status becomes hard to find.

The CRM dictates the process

Staff work around limitations with extra fields, notes and separate spreadsheets.

Deadlines kept in memory

There is no shared view of tasks, staff availability and commitments to customers.

Documents across inboxes

Quotes, agreements, attachments and acceptance records are tied to different messages.

Manual reporting

Results and team workload require data to be joined from multiple sources.

Unclear responsibilities

It is unclear who owns the next step and who should access each customer record.

Custom software

One process from first contact to acceptance.

We design around your work stages, building a complete CRM or a module connecting sales with delivery.

Relationship history and sales stages.

Get a quote

KS
TECH LEAD

Konrad

Software Architect

Describe what you want to improve - quote in 24h

Tell us what you need - automation, integration, AI agent or an app. You get a concrete quote for exactly what you want: what we'll do, what it costs and when it goes live.

Free quote
Quote in 24h • Concrete flat-fee price • No commitment

Example use cases.

Examples of what we can build. These are use cases, not a list of delivered projects.

Sales

Enquiry to quote

Customer records with sales stages, conversation history and documents generated from templates.

The complete history alongside the customer.

Delivery

Service work orders

Tasks, deadlines, responsible staff and documents from acceptance to handover.

A visible next step for every order.

Scheduling

Plan team workload

A calendar of work orders and availability with reassignment when plans change.

Shared deadlines and workload.

Customer

Status and document portal

Share selected files, stages and forms associated with a customer order.

Communication based on current information.

Integrations

Connect invoicing

Pass agreed customer and order data into your existing finance tool.

Less duplicate data entry.

Reporting

Sales and delivery together

Summaries of pipeline, completed work and overdue tasks with export.

Operational data for decisions.

How delivery works

01

Scope analysis

We map the path from enquiry to acceptance, agreeing roles, status, documents and handovers between departments.

02

Interface design

We show key screens and workflows, agreeing fields, roles and exception handling.

03

Development and integrations

We implement agreed modules and connections. You review progress in a test environment with representative data.

04

Testing and acceptance

We check workflows, calculations and permissions, document results and hand over agreed instructions.

05

Launch and maintenance

We launch in the agreed environment. Warranty, maintenance and further development follow the scope and costs in the contract.

Free quote in 24 hours.

Leave your contact details and tell us what you want to improve. We call back within two hours on business days, and your quote - price, scope and deadline - arrives within 24 hours.

Prefer to reach us directly?
hi@heyneuron.com

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