Production
Twelve stages: new order, design, approval, material purchase, cutting, polishing, engraving, assembly, quality control, ready to ship, hand-off to installation, completion. Four view modes and a separate filter for overdue work.
WorkingModules
The whole system, section by section.
Sales, the shop floor, the warehouse, installation and the money are sections of one database. Each is shown below in the working system: you can open it and click.
Sales
Five sections around a single deal.
Opening the system…
A list of deals with filters by manager, stage, source and segment.
The real system with demo data. Feel free to click.
Production and warehouse
An order on the shop floor is the same thing as a deal in sales.
Opening the system…
The board — stage columns, order cards, overdue items.
The real system with demo data. Feel free to click.
The production board. The same data is also shown as a list, a calendar and a shop workload view.
Warehouse
Items, consumption rates, reservations against a specific order, free stock, goods in and issues to the shop floor. Suppliers and incoming deliveries live in the same section.
WorkingDelivery
Delivery method, carrier, waybill number, person responsible and date. The order does not “vanish” between the shop floor and the client.
WorkingWork on site
Who went out, when, and whether the client accepted the work.
Opening the system…
A calendar of site visits by month, week and day.
Opening the system…
Crew composition, workload and clashes in the schedule.
Installation
A calendar by month, week and day, plus a list and a breakdown by crew. Overdue visits are counted separately and highlighted in the menu — you cannot miss them.
WorkingCrews
Crew composition, specialisation, schedule and workload in percent. The system flags clashes: two visits for the same crew at the same time.
WorkingMy tasks
A personal list: who to call back today, which visit is tomorrow, what is overdue. One page instead of three sections.
WorkingMoney
The result is calculated from live working data, not from a separate spreadsheet.
Opening the system…
Revenue, cost and profit for the period.
The real system with demo data. Feel free to click.
Finance
Revenue, cost, gross and net profit, margin, payroll and a cash-in forecast by deal stage. Calculated per period and separately for each legal entity.
WorkingReports
Daily, weekly, monthly and quarterly views. Plus a separate management report for the owner: key conclusions, risks and recommendations in words, not only numbers.
WorkingDashboard
The director’s first screen: value of deals, leads, sales, average order value, conversion, gross profit, orders in progress, installations, overdue work and the quality score. Plus a list of what is on fire today.
WorkingInvoices and documents
The data for invoices and waybills is in the system; the printable forms are not there yet — we build them to your templates during the rollout.
Built during rolloutTalking to clients and inside the team
The conversation lives next to the deal, not in somebody else’s messenger.
Telegram bots
A separate bot for each business line. It takes enquiries with a link to the deal, sends the client nine messages across the stages of the job, and answers /status with the state of the order. Employees sign in to the system through Telegram, without a password.
Chats
Internal staff communication inside the system: the discussion is attached to the case instead of getting lost in a general work chat.
WorkingCommunications
A shared queue of messenger enquiries: who is answering, how long the client has been waiting, what has breached the response time.
WorkingTelephony
The call log, missed calls, callbacks and conversation metrics all work. We connect it to your telephony during the rollout, for whichever provider you use.
Built during rolloutOpening the system…
A queue of enquiries from Telegram, Instagram and Viber: who is answering, how long the client has been waiting, what is overdue.
The real system with demo data. Feel free to click.
The enquiry queue: unhandled and overdue items are visible at once, and the split between managers is in the filters on the left.
How the team works
So that people start using the system instead of working around it.
Opening the system…
Its own scenario for every role.
The real system with demo data. Feel free to click.
Training
The guide walks an employee through the real screens and highlights the element they need. There is a separate scenario for the manager, the director, the shop floor and the installers. Alongside it sit the FAQs, collected from real questions.
WorkingSearch across everything
One field in the header: client, phone, deal number, order. You don’t have to remember which section to search in.
WorkingAccess and security
Owner, director and manager roles. A manager sees their own deals, a director sees all of them. A log of logins and changes, a separate section for suspicious actions, and a split between two legal entities.
WorkingWhat’s new
A change history with an unread counter: people find out about updates themselves instead of waiting to be told.
WorkingModules
You switch on what you need.
Most start with sales and production. The rest is switched on later, on the same database, with no second rollout.
See it on your own processes.
Half an hour of conversation instead of an hour of reading a website.
Need a system built around your processes rather than a ready-made platform? RIVENO Studio builds turnkey CRMs.