DBM Express - Moving CRM

About the Project

DBM Express is a moving company that needed a centralized system for managing orders, clients, and work teams. We developed a custom CRM that covers the entire workflow, from the first request to the completion of the move.

Implemented Modules

• Client Calendar - Scheduling and moving planning
• Storage Calendar - Storage space management
• Video Survey Calendar - Video assessment scheduling
• Leads - Lead and opportunity management
• Clients - Client database with complete history
• Documents - Document and contract management
• Task Board - Kanban board with TODO, In Progress, Done, Blocked, Closed columns

Key Features

• Personal and team board for tasks
• Integrated email client for client communication
• Email templates for quick responses
• Unassigned email management
• Configurable services and prices
• Multiple company management
• User administration with roles

Results

The system significantly reduced order processing time and improved client communication. The team can now track the status of each move in real-time and respond quickly to requests.