Privacy Settings

Strictly Necessary

Required for the website to function. Cannot be disabled.

Always active

Analytics

Help us understand how visitors use the site so we can improve it.

Marketing

Used to deliver relevant ads and track their effectiveness.
← MACVAD
CRM Project Wholesale & Distribution

MACVAD · Ongoing Support

This project helps MACVAD keep its sales records useful. A completed change lets staff record whether an organisation has signed the retail terms and conditions.

Duration 2 weeks
Tasks 1

This project helps MACVAD keep its sales records useful. A completed change lets staff record whether an organisation has signed the retail terms and conditions.

What was built

  • Add a signed retail terms and conditions checkbox.
  • Keep that confirmation on the organisation’s record.
  • Make the confirmation available during sales follow up.

Other projects in this case study

  • Business Central Integration

    This project covers planning how Business Central and sales work should connect. The available work record confirms a check in, but does not confirm a completed connection.

    Read case study

  • Pipedrive Onboarding

    MACVAD’s sales team can follow leads and orders in one Pipedrive setup. Regional enquiry forms and automatic currency selection reduce repeated entry.

    Read case study

Ready to give your company a brain?

Book a free evaluation. We look at your stack and tell you straight whether we are a fit.

Free evaluation