Streamlining Operations with Zandi CRM

How HWL Windows achieved a paperless office and enhanced customer relations.

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A computer screen displaying the "Final Inspection" interface, showing job numbers and tasks left to do for dates 19/8/22 and 23/8/22. The screen also displays a message instructing the user to scan to start. The background shows a workshop with equipment and materials.
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HWL Windows has revolutionised its operations by integrating Zandi, a comprehensive CRM system from Cyncly. This system has enabled them to build paperless processes, streamline order processing, and enhance customer relations, resulting in significant time and cost savings.

Requirement

HWL Windows needed a solution to manage customer relationships, streamline order processing, and eliminate paper-based workflows, which were time-consuming and prone to errors.

Solution

Implementing Zandi CRM allowed HWL Windows to follow an order from pre-quote to delivery without re-entering details.

The digital nature of Zandi CRM enabled the company to go paperless, with all documents attached to the relevant job file, significantly reducing costs on paper and ink.

Benefits

Zandi CRM maximises efficiency by linking with Window Designer and converting pre-quotes to orders with a click.

It also manages customer complaints and returns, provides dashboards, and offers a comprehensive audit trail, enhancing communication and reducing admin costs.

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We've been able to go paper-free in our office. All documents we receive are digital, and these are attached to the related job file in Zandi. If you were to say to me that you are taking Zandi away from me, that would be extremely disruptive because it has become just an everyday part of our process, and it is really key."

Graham Howatson, Director, HWL Windows

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