Case study · Automotive · Portugal
Clevercar: internal customer management software
The problem
A vehicle importer tracked every deal (search, purchase abroad, transport, homologation and registration) across emails, messages and spreadsheets.
The solution
A custom CRM that follows every import end to end, with customers, vehicles, documents and deadlines in one shared dashboard for the whole team.
Each salesperson with their own spreadsheet; to know how an import was going you had to ask.
A shared board with the status, documents and deadlines of every import.
Context
Clevercar, based in São Mamede de Infesta (Porto), imports vehicles from other European countries into Portugal and handles the whole process: tailored search, purchase, transport, homologation and registration. Each deal takes weeks and involves the customer, sellers, carriers and public authorities.
The challenge
Every import went through many hands and each salesperson managed their customers in their own way. Without a shared place it was hard to know what was missing from each file, anticipate delays or give an instant answer to a customer asking about their car.
What we did
- A custom CRM with a record for every customer and vehicle: origin, price, import costs and status.
- A stage-based board (proposal, search, purchase, transport, homologation and delivery) to see at a glance where every deal stands.
- Document management: invoices, certificates, transport and registration documents linked to each file.
- Automatic tasks and deadline alerts so no step gets stuck.
- Deals assigned per salesperson, with the full history of each customer relationship.
- Portuguese and English interface, designed for desktop and mobile.
Technology
- React
- TypeScript
- Node.js
- PostgreSQL
- Cloud
The result
The whole team works from the same information. Every import has a clear owner, deadlines and history, and customers get instant answers about the status of their vehicle.
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