Development of a Multitenant CRM Platform for Mechanical Service Contractors

The client faces difficulties in efficiently managing multiple service contracts, tracking sales activities, and streamlining project estimation and proposal generation across various locations and teams. Existing solutions lack industry-specific features, leading to fragmented processes and limited visibility into sales and service operations.

A mid-sized contracting company specializing in mechanical services, seeking a custom CRM solution to enhance sales processes, project management, and customer engagement.

• Create a scalable, multitenant CRM architecture that securely manages data for multiple clients within a single platform.
• Implement robust customer, sales, and contract tracking features tailored to the mechanical service industry.
• Develop tools for electronic proposal generation, project estimating, and mobile surveying to enhance sales efficiency and field operations.
• Improve visibility and transparency of sales activities and project statuses across teams.
• Deliver a customizable, industry-specific solution that outperforms generic CRM offerings and existing add-ons.

• Customer and sales tracking modules to monitor interactions, leads, and opportunities.
• Contract and project estimating tools to facilitate accurate and efficient bid creation.
• Electronic proposal generation capabilities for quick and professional client documentation.
• Mobile surveying tools for on-site data collection and reporting.
• A multitenant architecture managing tenant-specific data securely within a shared environment.
• User role management and permissions tailored to different organizational roles.

• Financial and accounting systems for billing and invoicing.
• Mobile platforms for field survey and data collection tools.
• Existing service management or scheduling software, if applicable.

• Scalability to support increasing client and user data volume.
• High performance to enable real-time visibility and reporting.
• Data security and compliance with industry standards for sensitive customer data.
• System availability with 99.9% uptime SLA.

The new CRM platform aims to significantly enhance sales process efficiency, improve project estimation accuracy, and increase visibility into field operations. Anticipated benefits include faster proposal generation, better customer relationship management, and scalable growth, mirroring previous success with measurable improvements in sales tracking and operational transparency.