CRM · Portal · Field app
One hub replaces three systems
Hydracare Oil Services · Dorset, UK
The result
Three systems and their monthly bills retired, one phase at a time
01
The challenge
No single source of truth. Customer records lived in one CRM, lab reports in a custom portal built overseas, and jobs in a third field-service system.
02
What was built
One hub: public website, customer portal with lab reports, CRM, scheduling and a field app, with phone-system screen-pop and two-way accounting sync.
03
What changed
Each phase goes live on its own and retires one old system, so the savings start early.
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