BEB were using a manual Excel based system and all the staff members having the difficulty with the following:
Sharing of information
Managing diaries of the staff members
Reminders and appointments for clients
Recording time spent on job(s)
Managing retainer customers
Recording mileage information
Invoicing and integration with the Xero accounting system
Client Portal where their clients can access the system for invoices and timesheet etc.
The client approached us to develop a Back Office Solution for them which can move them away from the manual excel-based system.
We've provided a cloud-based responsive solution and address all of their issues quickly and in most effective manner. The system evolved from their manual system and everyone bought into the system easily because they didn't have to do the things differently, just in a different and improved way.
Now they got various useful reports from the system and KPIs so that they can see which direction the business is going.
The system has the most wanted client portal where their clients can login and access the invoices and timesheets.
The client said that the system paid itself within 6 months when they observed the pattern where they were not charging the clients for the overwork they do for their clients and due to the fact that clients were having the access of the Realtime timesheet so they don’t have any problem paying for the extra time so it was win-win situation for both of us.
Appointments / Reminders
Enquiry / Quote
Invoice / Xero Integration
We at BEB want to say a massive thank you for all the help and support you have provided with the design and implementation of our new bespoke CRM system.
You listened and gained a full understanding of our business and delivered exactly what we requested and more on time and to budget.
We now have the benefit of having all our client data in one place and our processes under control. You have given us full visibility of each client contract or job resulting in easier management and real time information which, as ...Read More
Bev of BEB Consultancy Ltd
32 Thruxton Drive