endorsedOngoing

Custom Software & CRM Development for Moving Company

Services Covered:

Custom Software Development • API Development • CRM Solutions

Industry

Logistics & Transportation

Duration

91 months

Budget

Confidential

Start Date

1 January 2019

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

84/100

Strong

Project Capability Score (PCS) estimates how capable CRM Masters Infotech LLP is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

M25 Systems Limited

London, United Kingdom

Project Summary

CRM Masters Infotech LLP developed a custom PHP-based admin application and implemented and customized Zoho One (CRM, Creator, Books, Inventory, Projects, Desk, Flow, Analytics) for a London-based moving company to manage the end-to-end customer lifecycle. The implementation was delivered on time with structured project management, weekly updates and responsive support, and is expected to improve operational efficiency, billing accuracy, and customer satisfaction.

Key Challenges

CRM development
Custom tool development using PHP

Project Deliverables

Setup and customization of Zoho One Suite (CRM, Creator, Books, Inventory, Projects, Desk, Flow, Analytics)
Custom PHP-based admin application
APIs enabling bidirectional data flow between Zoho and the admin portal
Custom CRM modules and automated quotation/workflow configurations
Zoho Analytics dashboards and reporting

Project Solution

Configured and customized Zoho One Suite components (CRM, Creator, Books, Inventory, Projects, Desk, Flow, Analytics) to manage lead-to-cash and post-service workflows. Developed a custom PHP-based admin application to consolidate Zoho and non-Zoho data, enable industry-specific workflows, and provide real-time operational dashboards. Implemented Deluge scripting, Zoho Flow automations, custom modules, workflows, and APIs in a phased rollout to minimize disruption and ensure adoption.

Project Outcome

20–30% reduction in lead leakage due to automated lead capture
At least 15% increase in quotation-to-order conversion rate
Invoice errors reduced to under 2% and faster collections/reconciliation within 7 days of service delivery
25% faster job assignment and crew scheduling turnaround
95% on-time completion target for residential and commercial relocations
20% improvement in asset/warehouse utilization and reduced idle inventory/parking slots
CSAT scores targeted at 4.5+/5
~30% reduction in average complaint handling time

Platforms

Tech Stack

PHP
REST API

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“CRM Masters Infotech LLP has delivered the project on time and has met the client's expectations. The team works in an organized and transparent manner and is highly responsive to the client's needs and feedback. The client has also been impressed with the team's customer-oriented approach.”
Jamal Usman
Office Administrator
Date: 09/17/2025