Building a Bespoke CRM for Sales, Delivery & Project Management

About

Evolve Network supports businesses with bid, tender and procurement consultancy, helping organisations find opportunities, manage submissions and improve their chances of winning work. 

As their client base grew, they needed internal systems that could keep up with the volume of opportunities, client records, quotes and delivery activity being managed across the business.

Their team needed more than a standard CRM. They needed a bespoke platform that brought sales, client management and delivery planning into one place, built around how they work with clients from early opportunity through to project delivery.

Challenge

Evolve’s data and workflows were spread across separate tools and processes, making it difficult to manage everything clearly in one place. Client records, company data, opportunities, quotes, invoices and delivery planning all needed to be better connected so the team could work from one reliable source of truth.

The challenge was also technical. Stage 1 needed to connect CRM, Sales and Delivery first, while still leaving room for future modules across marketing, finance, staff and wider operations. 

Existing records also had to be imported properly, including companies, clients, active quotes, opportunity value, invoiced value and delivery data.

Solution

Surge designed and built a bespoke modular web-based system for Evolve, with the first stage focused on CRM, Sales and Delivery. The platform brings together company and client records, sales pipeline tracking, quotations, invoice data, delivery workloads and scheduling into one secure system.

The build also included dashboards, permissions, activity logging and reporting views to give the team clearer visibility across the business.

Quotes can be managed and converted through the system, invoice data can be tracked through SAGE references, and delivery workloads can be planned using monthly and weekly calendar views.

Result

Evolve now has Stage 1 of a bespoke operating system built around the way their business works. The platform connects CRM, Sales and Delivery, giving the team a clearer structure for managing client data, opportunities, quotations, invoicing and project delivery.

The migration brought all existing companies and clients into the new system, along with over £400k of opportunity record value, more than 160k quote records, over £1m of invoice record value, 130+ active opportunity records and 1,100+ days of delivery data. 

Built on bespoke hosting with 99.9% uptime, the platform gives Evolve a stronger foundation to manage growth as the system continues to develop.