The challenge
Autotrak Portable Roadways Ltd is one of the UK's largest and most reputable independent hire companies providing temporary roadway systems. Its previous system, TSS All Hire, could not keep track of jobs properly and made scheduling available stock too difficult.
Autotrak needed:
- Quote management and stock availability. A simple way to see stock availability on the dates customers want to hire.
- Job scheduling. Management of trucks, forklifts, drivers and co-drivers, and tracking of road panel installations and collections.
- Better collaboration. The old system had no task management, so it relied too much on individuals remembering the details of each job.
- Email tracking. Teams could not see email communications, which made it hard to share updates or monitor customer interactions.
- Sage integration. Essential to avoid manual duplication and make financial administration more efficient.
- Customer support. A supplier offering responsive support and the flexibility to deliver the changes Autotrak needed.
What we did
Autotrak moved to CRM-UK's theCRM. It gained:
- Operational efficiency. It is easier to quote, schedule, manage and track jobs.
- Improved collaboration. The team has visibility across tasks, projects and communications.
- Streamlined workflows. Less duplication and time saved.
- Trusted, accurate data. Supports confident decision-making and project management.
- Responsive, expert support. Issues are resolved quickly and effectively.
The results
theCRM has changed how Autotrak manages sales, job scheduling and vehicles, and gives it a platform to scale efficiently.
- Quoting with stock availability
- Job scheduling and management
- Vehicle management
“theCRM makes Quoting with stock availability, Job Scheduling and Vehicle management much easier”
Maria Fox, Finance Director, Autotrak Portable Roadways
