Client Problems and Our Complete Solution
Project Overview
This project delivers a complete client management system including lead capture with tagging, a booking calendar with auto-reminders, and Email/SMS automation. It features a full job pipeline (consultation → quote → scheduled → done), integrated invoicing and payment tracking (Stripe/QuickBooks), e-signature contracts, and team management with role-based access. The setup will be fully tested and delivered with a complete walkthrough.
Case Study
How We Create Build2Define
Challenges They Were Facing
Booking problems
Lead Generation
No contract or e-signature setup
Jobs Status
Support Create
Assigned date
No client reminder automation
Payment Method
Our Approach Solution
Automated booking & reminders
Contract & e-signature setup
Complete job pipeline
Lead capture with tagging
The Outcome
System 100% tested and ready to use
Easy invoicing & payment tracking
Smooth booking & reminders system
Secure e-signatures and centralized contracts
Faster lead follow-up with smart tagging
"This team streamlined our entire workflow—smart lead tagging, automated bookings, invoicing, and e-signatures. Everything runs smoothly and efficiently!"
Building a Complete Next-Gen Digital Legal Platform
We developed a fully new system from scratch, featuring a redesigned landing page, revamped portal structure, intuitive UI, new functional modules, and complete admin control.
Client Testimonial
BUILD2DEFINE
"The new digital legal system completely transformed our operations. From a modern UI to streamlined admin controls and functional modules, everything is faster, simpler, and highly efficient. Truly impressive work!"
Sarah Thompson
Project Summary
Industry
Interior Design
Timeline
25–30 Days
Services Provided
CRM Development
Technology used
PHP Laravel