Light/Dark Blinds — CRM & Operations
Custom CRM for a blinds manufacturing and installation company. Covers the full commercial cycle: client management, quoting, production tracking, and installation scheduling.
The Problem
Light/Dark Blinds managed their entire operation through WhatsApp and spreadsheets. Client data was scattered, quotes were created manually with no templates, and there was no way to track an order from the first contact through production and installation. The team had no visibility into what was pending, in progress, or delivered.
The Solution
Built a custom CRM on SmartSuite covering the full commercial and operational cycle: client intake and contact management, quote generation with reusable product templates, production tracking, installation scheduling, and post-installation follow-up. All client interactions and order history are centralized in one system.
Results
- ✓ Full commercial cycle managed in one system — from first contact to installation
- ✓ Client database replacing scattered WhatsApp threads and spreadsheets
- ✓ Structured quoting with reusable product and pricing templates
- ✓ Production and installation pipeline with clear status per order
- ✓ Owners and staff trained for independent operation