Interno (sole proprietor I. Kulynych)
Made-to-order cabinet and upholstered furniture: production and sales
All work was completed in full and on the agreed schedule, with no remarks on my part. I recommend WDP as a competent contractor for companies that need not an off-the-shelf CRM but a system built around their own financial and production model.
What we did
- Business process audit and CRM concept
- Object model: leads, orders, cost estimates, payments, contacts, companies, settlements with the team
- End-to-end order flow: lead conversion, estimates with data written back, payment control, tasks for owners
- Order financial model: automatic calculation of cost, profit and margin
- "Main project — sub-projects" architecture with figures rolled up into the main order
- Staged commission for project managers, furniture engineers, assemblers and designers
- CRM ↔ Google Sheets sync with error control, roles and permissions, data migration, training