Lift Management System
We built a truly bespoke CRM system solution for the client which was completely adapted to their current workflow and...
Get In Touch Call me backAbout Project
Sheridan Lifts is a lift installation and service company based in Manchester. They were using a combination of paper-based and proprietary software systems, both of which had become outdated and difficult to use.
They needed a bespoke software solution to allow for better communication and streamlining between departments, as well as to add automation and efficiency improvements to the workflow.
The aim of the system was to create a central location for the company's documents and information, allowing for users to work on the same projects from anywhere at any time, resulting in a more efficient communication & collaboration platform for the client.
Our Solution:
We provided a truly bespoke system, allowing for a central location to manage ongoing projects, service visits, account information, and sales data. Integration of automation features such as contract renewal and automated reminder emails to follow up on pending tasks increased the efficiency of the system users, allowing them to focus on higher-priority tasks within the business.
Engineers working with the company are frequently on the move, and they can the system they can use the system to access information for upcoming jobs as well as be notified when a new task is assigned to them, allowing for true work on the go.
The system is easily and securely accessible from anywhere at any time thanks to web-based software hosting, allowing for a highly adaptable daily workflow.

Features

Appointments / Reminders

Client Portal

Database System

Document Generation

Job Management

Support System

Workflow management
Testimonials
A bespoke CRM system sounds an expensive solution for a small business like mine. However, when Ashish told me he designed the system around the way each client liked to work instead of them having to work the way the system works I was sold. I wanted very specific information around measuring my referral marketing plan. In particular to measure weighted activities into my business relationships and track the return on that investment in terms of referrals and sales. What we call our Scorecard. This used to be a ...Read More
Jacky Sherman

email@web-alliance.co.uk

32 Thruxton Drive
Northampton
NN3 6ES,
United Kingdom

0800 677 1786