Field service & maintenance

Custom CRM & Sales Pipeline

A tailored CRM that unified five regional sales teams behind one modern pipeline, with live dashboards for senior management. First phase live in six weeks.

The challenge

Classic Lifts is an award-winning lift installation, servicing and repair company with five regional offices across the UK. Over 30 years their sales process had diverged region by region.

Off-the-shelf CRMs needed complex configuration or endless licensing, so they asked us to build one around their business.

The solution

A secure, cloud-ready system with distinct roles: administrators manage users and reference data, sales managers run their pipeline, and senior managers see the status of every opportunity on a dashboard.

Phase one was live in six weeks and so well received that a second phase extended it across the whole business.

Highlights

  • Real-time pipeline for every sales manager
  • Senior-management dashboards for strategic planning
  • Quotes, contracts and attachments in one place
  • Bulk import and export of customer data

We are delighted with the CRM system tsium have delivered. It is so simple to use, yet delivers a wealth of data at the click of a button. Communication is quick, changes are implemented promptly, and the whole process has been smooth.

Tracey Nuttall, Classic Lifts

In use

1 of 5

Custom CRM & Sales Pipeline: Sales pipeline workflow (desktop)
Custom CRM & Sales Pipeline: Site contacts (desktop)
Custom CRM & Sales Pipeline: Contact record (desktop)
Custom CRM & Sales Pipeline: Site notes (desktop)
Custom CRM & Sales Pipeline: Management information (desktop)

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