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CRM and business management systems

We build CRM and business management systems in which every employee sees the same up-to-date information: the customer's history, the order status, stock levels and today's work. We connect the system to your accounting software, online shop, email and phone system, so nothing has to be entered by hand. You can start with one area, such as sales, and add the others later.

Example

Example: a fictional company and made-up data.

A CRM for a fictional installation and maintenance company
CRM

Customers

Medus Café

Site
Sodų g. 8, Kaunas
Contract
Maintenance twice a year
Contact
Rasa J.

Equipment on site

  • Ventilation unit, dining room
    Installed
    12 Mar 2024
    Warranty until
    12 Mar 2029
    Next maintenance
    18 Nov 2026
  • Air conditioner, dining room
    Installed
    12 Mar 2024
    Warranty until
    12 Mar 2027
    Next maintenance
    4 Feb 2027
  • Air conditioner, kitchen
    Installed
    30 May 2023
    Warranty until
    30 May 2026
    Next maintenance
    15 Sep 2026Maintenance overdueTask scheduled for 1 Oct 2026

Staff app

Thursday, 10:30–11:30

Air conditioner maintenance

Medus Café, Sodų g. 8, Kaunas

Air conditioner, kitchen

Checklist

  • Clean the heat exchanger, done
  • Check the drain, done
  • Measure the pressure, not done
Finish the job
  • Tasks
  • Calendar
  • Map

What it covers

  • Customers, their contacts and history, enquiries and the stages of the sales pipeline.
  • Orders, stock levels, purchasing from suppliers and documents.
  • Scheduling of tasks, service work and jobs on site.
  • User permissions by role and a history of every change.
  • Reports and management dashboards (Data, reporting and analytics).
  • Connections to your accounting software (Accounting integration), online shop, email and phone system.

Who it suits

  • You run sales in spreadsheets, while orders, stock and invoices are handled in separate programs that don't talk to each other.
  • Enquiries arrive by phone, email and through the website, and some of them get lost on the way (Leads into your CRM).
  • When someone is on holiday, nobody knows what they agreed with a customer or which jobs are waiting.

How the work goes

How we work
  1. 1We find out what you need
  2. 2We analyse and propose
  3. 3We design the solution
  4. 4We build in parts
  5. 5We test and launch
  6. 6We maintain and improve

Related solutions

CRM with a mobile app for your team

Enquiries, customers, proposals, orders, stock, tasks and invoices – in one system, while your staff see everything on their phones.

Examples of our work

Enquiries from every channel and email conversations – in the CRM

2026

Enquiries from website, Facebook, Instagram and Google Ads forms reach the CRM once, and each one shows the full email conversation.

Spam is flagged automatically, and a real enquiry is never lost.

Node.js / TypeScript, AWS API Gateway, SQS, Terraform

Online shop with an AI assistant and a customer portal

2026Launching

A new website and online shop with an AI assistant: orders, enquiries and chats go straight into the CRM.

Every old address was kept or redirected, and AI chats enter the same enquiry pipeline as completed forms.

Next.js, TypeScript, MongoDB, language model

Scheduling service visits through SMS and email links

2026

When a service request is created, the customer gets an SMS or an email with a link to a page where they can confirm, decline or move the visit.

Customers can confirm or move a visit themselves from a link.

TypeScript, AWS SMS, SMTP, MongoDB change streams

AI modules in a client's business management and accounting systems

2025–2026

We built AI modules that run in a client's business management and accounting systems: invoice recognition, a proposal generator, assistants for accountants and reports, and MCP servers.

The assistant carries out operations only after the user approves them, and every approval is logged.

language models, document recognition, MCP, OAuth 2.0

Questions and answers

Is it better to adapt a ready-made CRM or build our own?

It depends on how far your way of working differs from the usual one. If a ready-made system fits with small changes, we adapt it; if not, we build your own. We assess and compare both options before starting.

Can the system be used on a phone?

Yes. The system runs in the browser on both computers and phones, and for staff who work away from the office we can build a separate app that also works offline.

All services

Got a task or an idea?

Describe it in a few sentences – we'll reply and talk through how we could help.

Send an enquirycontact@helper.lt