Connecting Every Stage of Elevator Operations in a Build To Spec CRM

An elevator company approached us with a common operational challenge: their teams were managing different parts of the elevator lifecycle across disconnected processes.

Enquiries were handled by the sales team, site visits and installations were managed separately, while service teams handled breakdowns, maintenance, and customer requests through their own workflows.

As the number of installations and service contracts grew, it became difficult to maintain a complete view of each customer and elevator.

Teams needed to quickly understand:

• Where an enquiry currently stands
• What happened during the site visit
• The status of an installation
• Which elevators are under AMC
• When the next service is due
• What breakdowns have occurred
• What work has already been carried out
• Which technician or team is handling the issue

The company needed a way to connect these activities instead of managing them as separate operational processes.

We worked with the elevator company to build a connected elevator operations platform that brings the customer, elevator, and service lifecycle together.

The solution connects workflows across:

Enquiry - Site Visit - Quotation - Order - Installation - Handover - AMC - Service - Breakdown

Each elevator can have its own operational history, giving teams a clearer view of the equipment and the customer associated with it.

The platform supports:

• Lead and enquiry management
• Site visit tracking
• Installation project management
• Elevator and equipment records
• Service request management
• Breakdown and fault tracking
• Technician assignment and dispatch
• AMC follow-ups and renewals
• Customer and elevator history
• SLA and service monitoring
• Notifications and operational alerts