Zákaznická společnost
ERP system for construction companies
The dynamic construction company specializes in a wide spectrum of construction services. Its main activities include real estate construction, complete renovations, reconstructions, and turnkey construction projects.
Increased process efficiency
Better access to information
Reduction of errors and discrepancies
Improved communication with clients and partners


With a wide portfolio of contracts, it faced challenges related to insufficient coordination of work processes and inefficient contract management. Before implementing the CRM system, the company experienced the following problems:
- Inefficient contact and contract management:Information about contacts and contracts was scattered across various systems and applications, making data access and updates difficult.
- Limited mobility of work teams:Field employees did not have efficient access to current contract information, which complicated coordination at construction sites and led to delays.
- Complex attendance and activity tracking:Attendance and activity recording were done manually or using non-integrated tools, causing errors and inconsistencies in reports.
- Insufficient data integration:The absence of an automated system for loading and integrating external data, such as address information from ARES or weather data, caused unnecessary manual work and increased the risk of errors.
These problems led to the need to implement a comprehensive CRM solution that would centralize data management, facilitate real-time access to information, automate routine processes, and improve the overall efficiency of company operations.
Company specializing in manufacturing


To address the challenges faced by the company, we implemented a CRM system that was specifically customized and configured to meet the specific needs of the construction sector. The following points describe key aspects of our solution:
- Data centralization:The CRM system serves as a unified platform for managing all contracts, contacts, and activities. In this way, we ensured that all relevant information is easily accessible from one place.
- Mobile application:A mobile application was developed for field employees that allows access to attendance tracking and activity recording directly at construction sites.
- Automation and integration:The system automatically loads and integrates external data, such as address information from ARES and weather information, which significantly simplifies routine processes and reduces the risk of human errors.
- Document and photo management:The CRM system provides tools for managing documents and photos that are directly linked to individual contracts. This includes options for their approval and sharing with investors and other stakeholders.
- Reporting and analytics:The system offers advanced tools for reporting and analytics that help company management better understand project performance and work process efficiency.
This solution not only streamlined the company's internal processes but also improved communication with clients and partners, increased employee satisfaction, and strengthened the company's competitive position in the market.
- Increased process efficiency:Thanks to data centralization and automation of routine tasks, internal processes were significantly accelerated. The reduction of administrative burden allowed employees to dedicate more time to key activities and service improvements for clients.
- Better access to information:The mobile application ensures that field employees have the ability to update attendance directly in the field, resulting in accelerated administrative processes.
- Reduction of errors and discrepancies:Automation of loading and integrating external data minimized human errors. More accurate data now improves project planning and management.
- Improved communication with clients and partners:System tools for document and photo management facilitate sharing relevant information with external parties, leading to more transparent and efficient communication.
- Detailed reports and analyses:Company management now uses advanced reporting features of the CRM system for better understanding of project performance and team efficiency, enabling more informed decision-making and strategic planning.
Overall, the CRM system implementation brought significant improvements in work organization, increased productivity, and strengthened client relationships for the company, allowing it to maintain a competitive advantage in the dynamic construction industry.
Company owner's story





Results Achieved
- Increased process efficiency
- Better access to information
- Reduction of errors and discrepancies
- Improved communication with clients and partners
- Detailed reports and analyses
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