Case study · Workshop and sales management web app
Eterno Arredo CRM
A single system for managing the path from a furniture enquiry to a completed installation and final payment.
Visit the project ↗Case study · Workshop and sales management web app
A single system for managing the path from a furniture enquiry to a completed installation and final payment.
Visit the project ↗
The brief
A made-to-order furniture workflow spans several connected stages: leads, site visits, quotes, production, installation and payment. Keeping those details in disconnected tools makes it difficult for a team to see what should happen next.
The product needed to support office and workshop work without treating every person as the same user. Managers need a commercial and operational view, while installers need clear jobs, client access notes and on-site actions.
The product
We designed a connected CRM around the order lifecycle rather than a collection of generic admin screens. A lead can become a client and quote; an accepted quote can become an order; the order then carries the production, installation and payment context forward.
The dashboard gives the team a current operating view: pipeline value, active orders, receivables, upcoming installations, stock alerts and follow-ups. Detailed modules then give each workflow a focused place to be managed.
What we built
Technology
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