CRM for electric vehicle importer "4Wheels" — automation, API

Client Management & CRM 2232 USD
Job 4 of 6
Company “4Kolesa” — importer of electric vehicles from China. Has a network of 10 branches, own service station, detailing zones, salons, and the first franchise.

Tasks:
1. Launch CRM and IP telephony from scratch;
2. Automate call processing, customer records, service;
3. Build a unified management system for sales, warehouse, service.

What has been implemented:
• Selection and implementation of CRM + IP Telephony;
• Connected 3mob — for call quality control and analytics;
• Automatic creation of leads from calls (incoming, missed);
• Built 3 separate funnels: car sales, service, detailing;
• Configured printed forms, adapted cards to business specifics;
• Implemented non-standard scenarios via API;
• Conducted integrations: PrivatBank, Monobank, CheckBox;
• Use of the "Warehouse" module — for accounting and movement of cars/products;
• Conducted training for managers, salespeople, and service station staff.

Result:
The company has completely abandoned Excel. All processes — in a single system: from the first call to customer service. A reliable foundation has been prepared for franchise scaling.

Duration: ~3 months
Format: Ongoing support