Working with Berks Technologies was a turning point for us. Their CRM expertise uncovered gaps we didn’t even know existed. Their approach was clear, professional, and results-driven. We now operate faster, cleaner, and with far greater confidence.
CEO of Berks Insulations
Our CRM overhaul boosted conversions, improved response times, and streamlined every step of customer interaction.
Lead-to-Approval Rate Increased
Customer Response Time Reduced
Follow-Up Efficiency Improved
The CRM system was outdated and disjointed. Leads were slipping through the cracks, data wasn’t syncing properly, and follow-up communications were delayed or missed entirely. The lack of automation and visibility made daily operations chaotic and deeply inefficient.
We rebuilt their ECO4 CRM framework from the ground up—integrating intelligent automation, real-time job and document tracking, and custom dashboards for complete visibility. The system ensured every lead, survey, install, and submission was captured, validated, and followed up without delays. What was once chaotic is now streamlined, transparent, and significantly more efficient.
Make appointment setting easier with real-time availability, automatic reminders, and calendar integration. With client appointments or in-house meetings, the feature avoids scheduling conflicts and no-shows, keeping you punctual, organized, and professional in your job at all times.
Have important papers organized and readily accessible. Our document management system keeps everything organised, version-controlled, and accessible. Share securely, track edits, and eliminate file clutter with a smart, searchable digital archive.
Simplify submission processes with one-click form delivery and instant confirmation. Whether it’s applications, feedback, or documents, this feature ensures faster turnaround, better record-keeping, and reduced admin overhead for teams and clients alike.
Get instant clarity with a clean, intuitive dashboard showing live data, KPIs, and alerts. Monitor performance at a glance, make faster decisions, and stay focused on what matters most with zero noise or confusion.
Assign, prioritise, and track tasks with ease. Collaborate across teams, set deadlines, and track progress in real-time. Our task manager ensures accountability, seamless workflow, and no more missed steps or repeated tasks.
Reach out to clients, staff, or prospects directly using integrated SMS messaging. Send reminders, notifications, and alerts directly through the system, with improved interaction, quicker response rates, and a more personal touch every time.
Keep on top of regulations with automatic compliance checks. Our system alerts risks, verifies documentation is correct, and keeps a complete record, saving you expensive mistakes and ensuring compliance with industry and legislative regulations.
Capture, qualify, and organize your ECO4 leads effortlessly. Log GDPR-compliant details, track lead status in real time, and never miss an opportunity again. Whether it’s a new customer inquiry or a subcontractor referral, everything starts here—with clarity and control.
Make appointment setting easier with real-time availability, automatic reminders, and calendar integration. With client appointments or in-house meetings, the feature avoids scheduling conflicts and no-shows, keeping you punctual, organized, and professional in your job at all times.
Give customers and employees convenient mobile access to key functions via a mobile-friendly web portal. Optimized for speed and simplicity, it allows users to interact with your services, view updates, and transmit data securely on the go.
Have important papers organized and readily accessible. Our document management system keeps everything organised, version-controlled, and accessible. Share securely, track edits, and eliminate file clutter with a smart, searchable digital archive.
Simplify submission processes with one-click form delivery and instant confirmation. Whether it’s applications, feedback, or documents, this feature ensures faster turnaround, better record-keeping, and reduced admin overhead for teams and clients alike.
Get instant clarity with a clean, intuitive dashboard showing live data, KPIs, and alerts. Monitor performance at a glance, make faster decisions, and stay focused on what matters most with zero noise or confusion.
Assign, prioritise, and track tasks with ease. Collaborate across teams, set deadlines, and track progress in real-time. Our task manager ensures accountability, seamless workflow, and no more missed steps or repeated tasks.
Reach out to clients, staff, or prospects directly using integrated SMS messaging. Send reminders, notifications, and alerts directly through the system, with improved interaction, quicker response rates, and a more personal touch every time.
Keep on top of regulations with automatic compliance checks. Our system alerts risks, verifies documentation is correct, and keeps a complete record, saving you expensive mistakes and ensuring compliance with industry and legislative regulations.
We began by deeply auditing Berks Insulations’ existing CRM structure. Our team mapped every customer touchpoint, identified leak points, and highlighted key performance blockers. We didn’t assume, we verified every issue with data. This phase laid the foundation for a strategy built on real evidence, not guesswork.
Using the audit insights, we designed a CRM blueprint aligned with Berks Insulations’ operational goals. We outlined automation rules, lead stages, user permissions, and notification flows. The blueprint served as a technical guide for a full-scale transformation: modular, scalable, and process-driven.
Next, we integrated all relevant systems into one CRM dashboard—connecting website forms, lead vendors, appointment tools, and mobile access. Real-time syncing eliminated delays and manual imports. Every team, especially sales, admin, installers, was now working in one connected ecosystem.
We built custom CRM modules to match Berks Insulations’ specific processes like grant eligibility validation, appointment clustering, and document tagging. Off-the-shelf couldn’t deliver their unique needs, so we coded solutions from scratch to fit their world perfectly.
We trained every user from field engineers to back-office staff on how to navigate the new system efficiently. Interactive sessions, tutorials, and process playbooks ensured smooth adoption. Everyone knew what to do, how to do it, and why it mattered.
After launch, we monitored key metrics daily, identifying bottlenecks and fine-tuning workflows. Our support team stayed active post-deployment, offering real-time fixes, dashboard customisations, and usage insights to make sure performance didn’t just start well, it stayed that way.
hours less spent stressing
hours less spent stressing
hours less spent stressing
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