Project Overview
HFM Care Ltd needed a single platform to manage contracts, call outs and compliance across a national network of branches reporting into head office, replacing fragmented spreadsheets and manual tracking.
The platform was shaped around that branch network and central office controls, with CRM, stock, digital contracts, call ledgers and reporting brought together incrementally from 2021 onward as operational requirements grew.
Bespoke Development
- CRM
- ERP
- Stock System
- AI Dashboards
- Call Ledger Set Ups
- Call Outs
- Digital Online Contracts
- Reporting Section
- 20 of Graphs
The Solution
iWorks delivered a bespoke CRM and ERP platform giving head office full visibility of call outs, contracts and branch performance in one place.
- Real-time call out tracking, so overdue jobs are visible and can be actioned quickly
- A national branch and head office structure, with contracts and compliance data managed centrally
- AI-assisted dashboards and reporting, replacing manual spreadsheet reporting
- Digital online contracts, removing paper-based sign-off
- A stock system integrated with day-to-day operations
The result is a single platform that gives HFM Care’s head office real-time oversight of every branch, call out and contract nationwide.
