Custom CRM system for more efficient management of virtual tours and photography services

Before implementing the CRM system, the company faced several serious problems:

• Manual management of business casesleading to omissions and delays.
• Insufficient automation, which increased the risk of errors and slowed down workflow.
• Complex management of costs and commissions, which complicated financial planning.
• Communication problems between teams, leading to misalignment and inefficiency.
• Missing reporting and analytics, which made strategic decision-making difficult.

Panopro needed a system that would not only record business cases, but also provide comprehensive overview of individual projects, generate reports and eliminate manual administration.

After detailed analysis, a CRM system covering key areas was selected:

• Task and process automation: The system automatically creates tasks and manages workflow of business cases. After completing one task, the next one is automatically generated, eliminating manual intervention.
• Integration with banking modules: Enables easy tracking of financial transactions and commissions.
• Tracking commissions and worked time: Transparent calculation of rewards and costs for individual orders.
• Report generation: Immediate overview of company performance and financial situation.
• Integration with Google services (Google Calendar, Gmail, Drive): Facilitating document management and communication.
• Without data limitations: Unlimited storage of documents and information without any restrictions.
• Flexible solution: The CRM was customized to Panopro's needs, allowing the company better organization of daily operations.

• Increased efficiency: Automated workflow led to significant time savings.
• Better financial overview: Transparent management of income, costs and commissions.
• Improved communication: Clear management of business cases and better coordination between teams.
• Growth potential: The scalability of the CRM system supports company expansion.
• Higher user autonomy: Employees learned to work with the system and were able to use it effectively without unnecessary external support interventions.

Thanks to this implementation, Panopro became a more efficient and better organized company, ready for further development and innovation. The system allowed them to automate most processes and customize it according to their own needs, which led to significant improvement in productivity.

Panopro long faced challenges related to managing business cases and internal communication. Constant manual process management led to delays and unnecessary costs. It was necessary to find an efficient tool that would help manage business cases, automate workflow and ensure better financial overview.

The company focuses on creating professional 3D virtual tours, aerial photography and videos that help real estate offices, hotels and other companies better present their spaces. Their services are highly specialized and each order requires precise coordination between teams.