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Canlife Pet Immigration ERP System

Streamline Project Management and Automate Tedious Manual Processes

Canlife Pet Moving ERP System

Project Key Features

Automated
Quoting

Project
Management

Reduced
Communication Costs

Pet Moving ERP System Background

service

#UX/UI Design #ERP #BackendWebDesign

highlight

#ERPsystem #ProjectManagement #Invoicing

technology

#PHP #YII #Figma

Pet Moving ERP System Background

Canlife is a pet relocation company that used to rely on Excel for managing client projects and quotes. However, as business grew, this traditional method became unsustainable.

The quoting process was complicated, requiring employees to manually copy and modify each quote. It was also difficult to track which quotes were followed up on or converted into sales. Additionally, the company lacked a centralized view to monitor each client's progress; documents were scattered across different folders, making it time-consuming to find client information. Furthermore, employees had to manually send reminders to clients via WhatsApp for key dates and tasks.

Canlife Pet Moving ERP System

Simple Project Management System

We have developed a custom ERP system to streamline project management and automate manual workflows for Canlife.

The system automates quoting and client reminders, while also centralizing critical business information, including project progress, product data, member profiles, and financial records. This integration of business functions provides employees with a unified platform to easily track each client's status and tasks. For the management team, it offers real-time operational data, facilitating more strategic, data-driven decisions.

Prioritizing Functionality and Visual ComfortDesign

The system's UI incorporates the brand's earthy color palette to create a calm and minimalist feel, with an intuitive layout that streamlines workflows. We also used a complementary red as an accent color to highlight critical notes and key dates, which helps employees quickly identify and prioritize important information to ensure nothing is overlooked. The overall color scheme not only aligns with the brand's visual identity but also effectively serves both a functional and an aesthetic purpose.

Canlife Pet Moving ERP System Showcase
The system has clear pagination, with each page corresponding to a unique icon, making it easy for users to distinguish different content at a glance.

Automated Quotes Capture Sales Opportunitiesquotation

Previously, when customer inquiries were received, staff had to respond to each request individually with a quotation via email or WhatsApp, which often resulted in missed opportunities or delays. Now, clients can simply complete an online inquiry form, and the system will automatically generate a preliminary quotation based on the provided pet information. Staff can then modify the quotation directly within the system and monitor its status, enabling them to promptly follow up on every business lead and secure sales opportunities.

Canlife Pet Moving ERP System showcase
The quotation is automatically sent to the customer's email and also saved in the backend system. This dual-channel approach allows staff to easily access the document for offline follow-up and any necessary modifications.

TIMELINEProject Progress Timeline

The system generates a timeline for each case based on the pet's breed and destination, projecting the pet relocation application progress. Both clients and staff can log in to view the status and upload necessary documents.

To help clients stay on track, the system also automatically sends WhatsApp reminders for important dates, such as payment deadlines and veterinary appointments for vaccinations and check-ups.

Canlife Pet Moving ERP System Showcase
The timeline displays the date, activity, and status of each step, overviewing the application progress.

Benefits Enhancing Efficiency and Transparency

Canlife's ERP system significantly streamlines project management and centralizes operations. Previously, tasks like quotations, document collection, and reminders were scattered across different platforms, but now they are all handled within a single system. This allows both employees and clients to have a clear overview of the project's progress. It not only reduces back-and-forth communication time but also increases information transparency, which builds greater trust and confidence with customers.

The Client SaysFeedbacks

Canlife Pet Moving ERP System testimonial avatar

The Better Pi team is very professional. Their system planning and ongoing support have been excellent; they carefully understood our needs and responded quickly, making the entire development and usage very smooth.

Canlife Pet Moving

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