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CRM for trades, construction & service

From the first call to the paid invoice, keep every job visible.

One place for customers, sites, services, quotes, appointments, documents, invoices and employees.

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Does this sound familiar?

Where visibility gets lost in daily work

×Enquiries arrive by phone, chat and multiple inboxes.

×Photos and documents cannot be assigned to a job later.

×Quote and invoice status live in separate spreadsheets.

×The owner has to keep asking what happens next.

Possible building blocks

A digital job hub for office and site

01

Customers & sites

Contacts, addresses, sites and access details.

02

Quotes & jobs

Services, prices, status and approvals.

03

Dates & tasks

Responsibilities and deadlines for office and field.

04

Photos & files

Attach documents directly to a job or site.

05

Invoice & payment

Keep documents and status traceable.

06

Mobile access

Important information available on the go.

The exact solution is adapted to the company, team and existing process.

Vitta Wood CRM

Practical example

Vitta Wood CRM

A platform for daily control of customers, sites, contracts, invoices and payments.

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From idea to a productive system

01

Analysis

Understand workflows, data and bottlenecks.

02

Concept

Define modules, roles and priorities.

03

Prototype

Make the key journeys visible early.

04

Development

Build in manageable, testable stages.

05

Launch

Introduce, support and continue improving.

Common questions

Clarity before the first conversation.

How much does a custom CRM cost?

The cost depends on modules, roles, data migration and integrations. A process workshop defines a sensible first scope. Starting lean and expanding later is often more economical than building everything at once.

How long does CRM development take?

A clearly defined first usable scope can be delivered in stages. Timing depends on complexity, data and feedback speed. You see intermediate results throughout the project.

Does custom CRM make sense for a small business?

It can, when recurring manual work, errors or a lack of visibility already cost time. The first conversation also checks honestly whether a standard tool would be enough.

Can Excel or Microsoft Access data be migrated?

Yes. Existing data can be reviewed, cleaned and imported into a structured model. Data quality and required history are assessed first.

Can the CRM manage invoices and contracts?

Yes. It can support quotes, invoices, contracts, payment status and exports, but it does not replace tax advice or certified accounting software.

Can existing systems be connected?

Where a suitable interface exists, APIs, email services, payment providers and other tools can be integrated after technical review.

What happens after launch?

Support, fixes, optimisation and new modules remain available. The platform can evolve with your company.

Does IntelliWeb only work in Stuttgart?

No. IntelliWeb is based in Winnenden near Stuttgart and works with companies throughout Germany.

Is consultation available in Ukrainian?

Yes. Project discovery is available in Ukrainian, and the website or documentation can be coordinated in German and Ukrainian.

Next step

Let us map your current workflow together.

Around 15 minutes is usually enough to understand your workflow and the main bottlenecks. We can naturally take more time if you prefer.

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Winnenden near Stuttgart · Projects across Germany

What should become easier in your business?

Briefly describe the current workflow. You will receive a clear first assessment without sales pressure.

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