Budget: 18000 UAH Deadline: 7 days
I can set up KeyCRM for water delivery approximately within 5-7 working days, the budget for the first stage is 18,000 UAH.
> What I see for implementation
> Set up roles: owner, dispatcher, driver, warehouse
> Add custom fields for containers - issued, returned, balance
> Outline the process from application to delivery and return of containers
> Connect Viber, Telegram, WhatsApp, if integrations are available in your Pitnavoda24 account
> Check access rights so that the driver sees their own, the warehouse sees its own, and the owner has control over the entire system
There are 2 questions to avoid guessing:
> How many drivers, dispatchers, and warehouse points are there now?
> Should the containers be accounted only by the client, or also separately by the driver and warehouse?
Similar experience
> https://business.ingello.com/forma-crm - CRM and roles for operational work
> https://business.ingello.com/forma-wms - warehouse logic, balances, and movements
> https://business.ingello.com/iks - corporate system with access rights and business processes
!!The main thing is not just to add fields, but to ensure that the accounting of containers does not collapse after a month of work!!
Our profile for the exchange - https://systems-fl.ingello.com/ua
After gaining access to KeyCRM and a brief description of the current process, I will be able to clarify the final structure of the settings. Overall, it's fine, it doesn't need to be complicated, but the basic architecture should be done carefully.