DATE
21/01/2025
Internal CRM for Pheonix building solutions
A fully customized internal tool to manage orders, customers, retailers, and sales teams in one place.
Keypoints:
Sales order creation + live status tracking
CRM for retailers and sales agents
Admin dashboard with access control
Custom logic for templates, scheduling, and support workflows
E-Commerce
CRM
Services
Web design & Web development
Category
Real Estate CRM
Client
Eric Lutz
PBS Manufacturing – Internal Sales & CRM Tool
PBS Manufacturing is a mid-sized manufacturing company managing complex sales orders, multiple retailers, and a dispersed sales force. Before engagement, their operations relied heavily on manual spreadsheets and disconnected software, causing delays and errors. PBS sought a unified internal platform that could streamline order management and improve communication.
Project Insights Overview
The client’s core challenges were:
Inefficient manual order processing causing delays and inaccuracies
Lack of real-time sales visibility for management and sales agents
Disconnected systems leading to duplicated work and errors
Limited IT resources and budget for traditional software development
Results
Reduced manual order processing time by 70%, freeing sales staff to focus on customer engagement
Improved real-time visibility into sales pipeline for management
Increased order accuracy and customer satisfaction
The client praised the solution for its speed of delivery and ease of use, noting significant operational improvements
The platform continues to evolve with ongoing support and feature enhancements
Problem - Site and Service Improvement
We proposed a no-code solution combining Bubble for the frontend and database with automation tools Make.com and Zapier to connect external systems and orchestrate workflows. Key features included:
Custom CRM with role-based access for retailers and sales teams
Automated sales order creation and status updates via Pipeline integration
Workflow automations for notifications, document generation, and reporting
Intuitive UI design to simplify user onboarding and adoption
The no-code approach enabled rapid prototyping and fast iteration, delivering a functional platform within weeks instead of months.
Our Approach
Technically, we:
• Developed complex backend workflows in Bubble for order and user management
• Integrated Zapier to sync data between Bubble and legacy systems
• Used Pipeline to automate sales funnel tracking and notifications
• Collaborated closely with the client’s sales and operations teams for requirements and testing
• Conducted multiple testing phases and user training sessions before launch
Challenges included syncing real-time updates between multiple external systems, which we solved by designing efficient webhook-based triggers and error-handling logic.
Solution - Communication and Deployment
Effective communication and smooth deployment are at the heart of our process. We keep you informed every step of the way, ensuring your vision is brought to life exactly as you imagined. Our team collaborates closely with you to address any questions or concerns.
Communication
Clear communication and efficient deployment are essential to the success of any project. We maintain open lines of communication throughout the entire process, ensuring your goals and expectations are met. Our team actively listens and collaborates with you to refine details and offer guidance. When it’s time to deploy, we ensure a smooth transition, handling all technical aspects to guarantee a flawless launch.
