CRM · Lab hub · Field app · Website
One hub replaces four systems
Client
Hydracare Oil Services · Dorset, UK
Scope
CRM · Lab hub · Field app · Website
The difference
More sales, followed up faster · Office, lab and engineers in sync · No duplicate work for any of the team
The result
Four systems replaced by one connected hub: more sales, clearer communication, and no more duplicate work for any of the team
01
More sales, followed up faster
02
Office, lab and engineers in sync
03
No duplicate work for any of the team
01
The challenge
Hydracare ran on four separate systems: a CRM, a lab-results hub built overseas, a field engineer app and an ageing website. None of them talked to each other, so staff retyped the same customer and job details from one to the next, and sales, the lab and engineers in the field each saw a different picture.
02
What was built
One linked hub: a new public website, the CRM, a lab hub where results are reviewed and published to customers, and a field engineer app, all on the same customer records, with phone-system screen-pop and two-way accounting sync.
03
What changed
Every enquiry, sample and job is in one place, so the office, lab and engineers work from the same information. Sales follow-up is faster, customers are kept informed automatically, and duplicate data entry is gone. Each part went live in phases, so the old systems were retired one at a time.
Inside the system
The screens they use every day.
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