Fuzi Classic Elevators

Customized CRM with Real-Time Field Tracking

Manufacturing (Elevator Industry)

Overview

Fuzi Classic Elevators Pvt. Ltd. was managing its entire workflow — from lead generation to elevator installation and after-sales services — using Excel sheets. This outdated process led to confusion, delays, and missed business opportunities, especially when handling site visits, quotations, order bookings, and service contracts.

To address these challenges, iBirds Software Services developed a custom CRM platform tailored to the elevator industry. The system digitized the entire lifecycle, starting from capturing leads to handling warranty and AMC contracts, while also enabling real-time field tracking with Google Maps integration.

This solution empowered Fuzi Elevators with end-to-end process automation, real-time visibility, and improved efficiency across operations.

Technologies Used

Frontend: React.js
Backend: Node.js
Database: PostgreSQL
Deployment: AWS EC2
Real-Time Integration: Google Maps API, Socket.IO

Key Challenges

  • Manual Excel Dependency – Entire workflow (leads, site visits, offers, order status) managed manually, prone to errors.
  • No Real-Time Tracking – No system to track engineers’ live location or time during site visits.
  • Inefficient Quote Management – Difficulty in managing quotations and offers in a structured way.
  • Order & Handover Tracking Issues – Lack of visibility into order confirmations, project completions, and client handovers.
  • Warranty & AMC Gaps – No digital system to track component warranties or Annual Maintenance Contracts (AMC).
  • Zero Performance Visibility – Management had no clear insights into revenue, team activities, or pending tasks.
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Why US

Why Work With Spark Electricals?

We believe our people are our greatest asset. When you join Spark Electricals, you’re not just taking a job — you’re stepping into a career with purpose, pride, and long-term potential.
Lead Management

  • Capture, assign, and track lead progress digitally.

  • Link customer contacts directly with leads and orders for streamlined records.

Offers & Quotation Management

  • Generate digital quotations within the system.

  • Share offers with clients instantly via CRM.

Site Visit Tracking

  • Built a check-in/checkout system for engineers using Google Maps integration.

  • Captured real-time location and timestamps to monitor field team productivity.

Order Booking & Handover

  • Enabled logging of confirmed elevator installation projects.

  • Added handover module to mark project completion and transfer deliverables to clients.

Warranty & AMC Management

    • Tracked individual component warranties with automated expiry alerts.

    • Developed a dedicated AMC module to manage ongoing elevator service contracts.

Order Booking & Handover

    • Created a live dashboard for:

      • Lead status tracking

      • Engineer field activity (check-ins/checkouts)

      • Revenue progress across modules

    • Integrated filters for monthly/annual reporting and performance monitoring.

Outcomes & Impact

    • Digitized Workflow: Replaced manual Excel processes with a centralized CRM.

    • Field Productivity Boost: Real-time site visit tracking improved accountability of engineers.

    • Faster Quotes & Conversions: Streamlined quotation process reduced delays in client communication.

    • Complete Lifecycle Visibility: From lead capture to AMC, every stage of the project is tracked within the system.

    • Improved Customer Service: Warranty & AMC management ensured proactive support and higher client satisfaction.

    • Data-Driven Insights: Dashboard and reports enabled leadership to track performance, revenue, and pending tasks in real time.

Conclusion

By implementing a customized CRM with real-time field tracking, iBirds transformed Fuzi Elevators’ operations from manual spreadsheets into a fully automated digital system. The solution empowered management with live visibility, structured workflows, and after-sales tracking, ultimately increasing efficiency, revenue transparency, and customer satisfaction. This project highlights iBirds’ expertise in building industry-specific CRM solutions that combine field tracking, lifecycle management, and advanced reporting to deliver measurable business value.
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