As GT Power Solar & Construction expanded its operations across sales, project management, installations, customer support, and field services, managing business operations through spreadsheets and disconnected tools became increasingly inefficient.
The company required a centralized platform capable of managing every aspect of its business while improving collaboration, automation, and decision-making.
Intelirate developed a fully customized Enterprise CRM tailored specifically to GT Power's workflow and operational requirements.
The platform centralizes customers, leads, quotations, projects, employees, support tickets, financial records, communications, and reporting into one secure cloud-based system.
Challenges
The company faced several operational challenges.
- Disconnected business processes.
- Manual lead tracking.
- Inefficient project monitoring.
- Limited reporting.
- Lack of workflow automation.
- Multiple communication channels.
- Manual customer follow-ups.
- Poor document organization.
- Limited management visibility.
- Time-consuming administrative work.
Client Goals
The client wanted a centralized system capable of:
- Managing customers.
- Managing sales.
- Managing solar projects.
- Managing construction projects.
- Tracking quotations.
- Managing invoices.
- Automating workflows.
- Managing employees.
- Generating reports.
- Improving collaboration.
Our Analysis
We carefully studied every department including sales, project management, customer service, finance, and administration.
We documented existing workflows, identified bottlenecks, and designed a scalable CRM architecture capable of supporting future business expansion.
Our Solution
Intelirate developed a modern enterprise CRM featuring an intuitive dashboard, role-based permissions, workflow automation, reporting, notifications, and complete business management functionality.
The CRM enables management to monitor company performance in real time while allowing staff to efficiently manage daily operations from a single platform.
Major Modules
Customer Management
Complete customer profiles with communication history.
Lead Management
Track leads from inquiry to successful project completion.
Project Management
Manage solar installations and construction projects.
Task Management
Assign and monitor employee tasks.
Employee Management
Manage staff, departments, and permissions.
Quotations
Generate professional quotations.
Invoicing
Manage invoices and payment records.
Support Tickets
Track customer support requests.
Reports & Analytics
Real-time dashboards and KPIs.
Notifications
Automatic reminders and alerts.
Document Management
Store project documents securely.
Workflow Automation
Reduce manual work through automated business processes.
Modern UI/UX Design
One of the biggest improvements was a completely redesigned user interface.
The CRM features:
- Modern Dashboard
- Beautiful Analytics
- Clean Navigation
- Responsive Layout
- Dark & Light Friendly Interface
- User-Friendly Forms
- Optimized Workflows
- Professional Design System
Business Benefits
- Increased productivity.
- Faster sales process.
- Better project tracking.
- Improved collaboration.
- Better reporting.
- Reduced manual work.
- Higher customer satisfaction.
- Improved management visibility.
- Scalable architecture.
- Secure cloud platform.
Technologies
- Laravel
- PHP
- MySQL
- JavaScript
- Bootstrap
- REST API
- HTML5
- CSS3
Our Role
Intelirate handled business analysis, UX research, UI design, system architecture, database design, backend development, frontend development, API integration, testing, deployment, optimization, and ongoing support.