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CRM · Portal · Field app

One hub replaces three systems

Hydracare Oil Services · Dorset, UK

Hydracare Oil Services · Dorset, UK

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.

What we 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.

What changed

Each phase goes live on its own and retires one old system, so the savings start early.

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