Case study · Fenstercraft UK Ltd
CRM with Proposals and Invoicing for Trades
We built a CRM that unifies leads, proposals, invoicing and Google Ads tracking, giving Fenstercraft Group clearer insights and reduced admin workload.
- Client
- Fenstercraft UK Ltd
- Location
- London, UK
- Expertise
- CRM Development, Automation, Lead Management
- Date
- 25 Jul 2019
CRMLead ManagementAutomation
01 · The challenge
A straightforward CRM, done properly
Fenstercraft Group wanted full control over their leads, proposals, projects, tasks and invoicing.
Their needs were simple: create and send proposals, manage leads, invoice with bank transfer as the main payment method, and track conversions from their Google Ads campaigns to keep ad spend under control.
The job was to simplify day-to-day work, automate repetitive admin, and show the marketing team how their PPC campaigns were performing.
02 · What we built
Proposals, invoices and Google Ads tracking
We designed and built a bespoke CRM around Fenstercraft Group's workflow. A proposal generator lets the team send consistent quotes. Clients accept proposals online, which generates the invoice, paid by bank transfer.
Google Ads tracking feeds conversion data from leads back to their PPC campaigns, so they can see which ads bring the best results and where to adjust spend.
The CRM also covers the day-to-day essentials, including lead tracking, tasks, projects and reporting, in one system.
03 · The result
A sales process that stays organised
- Leads now flow straight into the system, proposals are quick to create and easy for clients to approve, and invoices are generated without extra admin.
- With PPC tracking connected to the CRM, the marketing team can measure return on ad spend and adjust campaigns as results come in.
This project shows how our CRM specialists in London build platforms that simplify operations and support marketing decisions.