Project Details
About The Project
Building JRN’s Event Management CRM From Scratch
JRN, a fast-growing event management company, was struggling to manage its operations with scattered spreadsheets and manual processes. From tracking inventory to preparing quotations and invoices, everything took time and left room for errors. They needed a centralized system that could streamline their workflow and give them better visibility into their operations. Our task was to build a custom CRM that made inventory, invoicing, and quotations effortless, while providing scalability for their expanding client base.
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Client
JRN – Event Management Company
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Industry
Events & Hospitality
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Project Type
Custom CRM Development
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Duration
6 Weeks
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Client
JRN – Event Management Company
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Industry
Events & Hospitality
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Project Type
Custom CRM Development
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Duration
6 Weeks
Where They Fell Behind
JRN was handling day-to-day operations manually, which slowed down projects and made scaling difficult. Inventory was tracked in spreadsheets, quotations had to be prepared manually, and invoices were often delayed or inconsistent. This not only consumed valuable time but also affected their client experience.
- Manual Processes
- Inventory Errors
- Quotation Delays
- Billing Inconsistencies
How We Solved It
We designed a custom CRM tailored to JRN’s needs — creating a platform where inventory, quotations, and invoices could be handled in one place. The CRM was structured to simplify event operations, cut down manual work, and allow their team to focus more on delivering exceptional events instead of managing paperwork.
Inventory Module
Track event equipment, availability, and usage in real-time.
Quotation Builder
Generate professional quotations quickly with pre-filled data.
Invoice Automation
Streamlined invoicing with accurate billing records.
Data Centralization
All event data in one dashboard for easy tracking.
Scalability
Designed the CRM to expand with JRN’s growing event portfolio.
Our Plan
How We Delivered in 6 Weeks
We followed a structured, three-phase approach to ensure the website was delivered on time without compromising on quality. Starting with discovery and strategy, moving into design and content, and finally wrapping up with development and launch, every step was aligned with Upkee Property’s goals.
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Strategic Planning
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Creative Design
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Seamless Development
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Successful Launch
- Requirement gathering & process mapping
- Workflow design for inventory & billing
- CRM architecture planning
Insights
Key Results Achieved
- Empowering Your Team with Training
- Performance Proven Strategies