Serwiz
CRM
Custom CRM Development for Local Service Businesses
Custom CRM software designed to help small businesses to improve operations, and increase profits
THE CHALLENGE
Challenges in CRM Development
Challenges Faced in the Custom CRM Development
Dynamic Custom Fields
Creating custom fields dynamically and mapping them to the database was complex due to the cloud-based system
Gmail Add-On Integration
Overcoming data redundancy and mapping issues for the Gmail Add-On integration was challenging
Multi-Location Support
Managing CRM data across multiple locations in a cloud-based solution presented significant difficulties
The solution
Efficient CRM for Local Businesses
Serwiz CRM enhances business operations for local services by streamlining lead management, billing, and scheduling. OpenXcell’s custom solution includes key features like sales pipelines, recurring work orders, and two-way email sync. By integrating advanced tech, Serwiz offers a scalable, easy-to-use platform, saving businesses time and helping them grow efficiently.
Features
Lead & Document management
Leads and related documents are managed together in one place.
Sales pipelines
Sales pipelines give businesses visibility into deal stages.
Quotations
Quotes can be generated and sent directly from the CRM.
Invoicing & Payment
Invoicing and payment collection happen without leaving the platform.
Recurring work orders
Recurring work orders are scheduled automatically instead of re-entered each time.
Integrations & tech stack
The platform is built on a modern React + TypeScript frontend, a Lovable Cloud backend with Postgres and RLS, and edge functions for secure, advisory-locked operations.
Frontend
HTML, CSS, React.js
Backend
Redux, Java 8, Spring Boot, MongoDB, Elastic Search
A CRM shaped around how local service businesses actually operate
Custom Fields Without the Database Headache
Dynamic custom fields map cleanly to the underlying cloud database, instead of requiring a schema change for every new field.
Gmail Without the Duplicate Data
The Gmail Add-On integration was built to avoid the redundancy and mapping issues that plague typical email-CRM syncs.
One CRM, Every Location
Multi-location support keeps data consistent across every branch, not siloed per office.