Project overview
A customized internal CRM system was developed for Skandi Motors to manage sales leads and communication with potential clients. The system allows administrators to add leads, assign them to consultants, track response times, and automate email follow-ups.
Built for browser access, the system supports exporting data, customizing templates, and tracking lead statuses. The development process included collaborative improvements based on active usage and feedback, ultimately resulting in a robust and flexible lead management tool.
- Skandi Motors
Key features delivered
- Lead input form with dynamic consultant assignment
- Automated email notifications using templates
- Status and result coloring for leads
- Lead export to Excel with filters and comments
- Editable email templates with dynamic variables
- Admin panel for consultant management and settings
- Comment and follow-up logging per lead
- Multi-stage lead processing with escalation
Screenshots
Overview of leads – including status, contact details, test drive dates, assigned consultants, and vehicle data.
Lead creation form – includes fields for contact details, vehicle information, test drive date, and consultant assignment.
Custom email template editor with dynamic variables for automated messages to consultants.