A custom built CRM for Dolphin Lifts Western
Replacing an end of life system with software designed perfectly around their business.
arrow_downward Stresses
Day to day stresses of old, clunky CRM have been removed
arrow_upward Consistency
All customer management sits clearly in one unified CRM
Dolphin Lifts Western supply and install stairlifts, lifts, and other mobility solutions that help people move freely and safely in their homes. For years, they relied on a CRM system that kept everything running smoothly, until it reached the end of its support life.
When they began looking for a replacement, nothing quite fit. Off the shelf systems were either too complicated, too limited, or simply did not match the way their team worked. Their old CRM had gradually become bloated with features they never used, making it more cumbersome than helpful. What they really wanted was something streamlined, a system that focused on the tools and functions that mattered most to their business.
The Challenge
The business needed a CRM that could manage everything from enquiries and installations to maintenance and customer communication, without weighing the team down with unnecessary options and complexity. Their existing workflows were tried and tested, and the team wanted a system that worked with them, not against them. They were looking for a tool that reflected their day to day operations, made sense to everyone using it, and could grow with the business over time.
Our Approach
We started by spending time with the Dolphin Lifts Western team to understand exactly how they worked. This gave us a clear picture of their processes, what worked well, and where the old system had started to hold them back. From there, we designed and built a custom CRM tailored precisely to their needs.
Every feature was created with purpose. We focused on keeping things simple, relevant, and easy to use, removing anything unnecessary and ensuring every part of the system served a clear function. The result was a tool that felt familiar from day one, but far more efficient and reliable than before.
The Solution
The new custom CRM gives Dolphin Lifts Western a clear, dependable way to manage their customer relationships and daily operations. It mirrors the way they work, from the first enquiry through to installation and ongoing service. Information is easy to find, tasks are straightforward to manage, and admin time has been significantly reduced thanks to thoughtful automation and smart data handling. Most importantly, the system is flexible enough to adapt as the business continues to grow and evolve.
The Result
Dolphin Lifts Western now have a CRM that feels like it was built just for them, because it was. It fits perfectly around the way they work, helping their team save time, reduce errors, and focus on what matters most - delivering excellent service to their customers.
This project shows how a custom built CRM can make a real difference. By stripping away unnecessary features and creating something that fits the business, rather than forcing the business to fit the software, we helped Dolphin Lifts Western gain a system that truly supports the way they work every day.
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