CRM Automation for Sales and Logistics of a Roofing Manufacturing Company
What Was Not Working at “Krovbi” Before Implementation
Project Goal
- Complex manager supervision with no operational transparency
- Managers forgot to return to postponed orders
- No connection between shipping, logistics, and production
- Reports were created manually with no source filtering
- CRM forms, calls, messengers, and Avito were not integrated
What did the client request?
“We need a platform where all sales, logistics, products, deals, and manager supervision are managed in one place — without Excel spreadsheets or duplicated data.”
How we solved the task
step by step
step by step
Step 1
CRM setup and sales department management
- Application processing workflows were standardized
- Sales funnel implementation
- Automated reports and profitability tracking — Quotation → Invoice → Production → Shipment
- Logistics module added and synchronized with deal stages
- Messengers, Avito, Mango telephony, and MTS integration
Result
Managers work within a single interface, and deals are automatically monitored.
Step 2
Logistics automation
- The deal is automatically transferred to the logistics department
- The logistics manager receives a task and creates a delivery route
- Changes in logistics automatically return the deal to the required stage
- Delivery confirmation is recorded in both BI and CRM systems
Result
Logistics became an integrated end-to-end process rather than a separate external element.
Step 3
Monitoring and analytics
- BI reports for leads, deals, and communication channels
- Deal statuses are updated based on manager actions
- Deferred deals are automatically returned to the workflow
- Employee notifications ensure the system never “loses” anything
- Invoices and quotations are stored within the deal card
Result
Management gained full control over operations — from conversion rates to accounts receivable.
Project Results
Application processing time reduced by 35%
100% automation of task and logistics workflow transitions
Report generation speed — BI reports in just 2 clicks
All communication channels fully integrated into the CRM
Project Technology Stack
We build CRM platforms that manage sales processes for you.