The business problem
Seacrest Group needed a better way to manage the work around its water-testing services. Invoice handling, reporting, scheduling and customer communication involved time-consuming manual steps.
Customers also needed a way to access their own information without relying on staff to find and send it. The business needed a connected workflow that could support both its internal team and its clients.
What we built
- A custom CRM. Customer information and day-to-day work brought together in a platform shaped around Seacrest’s operations.
- Reporting and invoice workflows. Tools for importing information, producing reports and routing them to the people who need them.
- A client portal. Permission-based access to testing information and reports, with self-service scheduling.
- Reminders and historical data. Automated shipment reminders, internal reporting and migration of existing records into the new system.
How it helped
- Less administrative handling. Connected reporting and scheduling reduced the need for staff to move information between separate steps.
- Easier access for clients. Clients could find their reports and manage testing dates through the portal.
- More useful information. The team had customer activity and historical records in a system built around its workflow.