Fleet Management Performance CRM

We developed a comprehensive CRM and operations management system for a UK-based fleet and tyre management company. The client needed a smarter way to handle casings, streamline WIP tracking, and generate reports without relying on manual processes. Our solution brought everything into one platform—casing registration, purchase approvals, weekly planning, and barcode-based enquiries—making it simple for teams to manage operations. With automated workflows and advanced reporting, the system provided clarity and control, helping managers make quicker decisions, reduce errors, and improve efficiency.

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Key Challenges and Solutions

Complex Operations

  • Managing casing registration, pricing, approvals, and inspections was previously scattered across different tools and manual processes.

Limited Visibility

  • Teams struggled to track work-in-progress (WIP), weekly planning, and operator performance without spending time on spreadsheets and manual updates.

Inefficient Reporting

  • Reports like compound usage, operator performance, and daily tasks were either delayed or inconsistent, making it hard to make timely decisions.

User Management & Setup

  • Configuring parameters, users, dashboards, roles, and permissions required constant technical support, which slowed down day-to-day operations, created bottlenecks for different teams, and made it difficult to scale processes efficiently.

Overview

We partnered with a UK-based fleet and tyre management company to build a powerful yet easy-to-use CRM and operations management system. The client’s existing processes for casing registration, WIP tracking, pricing, and reporting were spread across multiple tools and manual workflows, which often led to delays, errors, and limited visibility.

Our solution brought everything together into one unified platform. The system covers the entire lifecycle—from casing registration and purchase approvals to weekly planning, operator enquiries, and inspection corrections—ensuring that day-to-day operations run smoothly. Barcode-based enquiries and automated workflows further reduce manual effort and improve traceability.

To support better decision-making, we integrated real-time dashboards and customizable reports, including compound usage, operator performance, and daily task tracking. With role-based access and configurable setup options, the platform adapts to the client’s growing needs while staying secure and reliable.

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Industry

Automobile

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Region

UK

Technical Stack

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Our Role

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Development

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Deployment

Project Highlights

  • End-to-End Workflow Coverage
    From casing registration to final inspection and claims, everything is managed in one system.
  • Barcode Integration
    Enabled enquiry by barcode and lost barcode tracking for better traceability.
  • Customizable Reports
    Management can access detailed reports instantly, supporting faster decision-making.
  • User-Friendly Interface
    Designed clean, intuitive navigation with dropdown menus for Casings, WIP, Setup, Reports, Orbit Screens, and Claims.
  • Scalable & Secure
    Built with flexibility in mind to adapt as the client grows, with role-based user access.
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Project Screenshots

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