SENIOR STAIRLIFTS
Senior Stairlifts is one of London’s leading stairlift companies, helping customers improve mobility, independence, and accessibility in their homes. To support its growing business operations, we are modernising its CRM into a unified platform that connects customer enquiries, sales, surveys, installations, finance, and aftercare.
The project focuses on preserving essential business workflows while building a modern, scalable foundation for more efficient operations and continued growth.
Year
2026
Category
CRM Modernisation
Platform
Web
Status
Live
Live · Enquiries, Sales, Surveys & Installations · Finance & Aftercare
Client
Senior Stairlifts
Timeline
Live · Ongoing
Services
CRM Modernisation, UX/UI & Development
Outcome
Unified CRM Platform
What problem were we solving?
Modernising a business-critical CRM while preserving established workflows and essential functionality. The project required connected business processes, consistent data management, careful migration, and reliable quality controls, all while minimising disruption to existing operations.
The modernised Senior Stairlifts CRM, connecting enquiries, sales, installations, finance, and aftercare
Scope of Our Work
End-to-end CRM modernisation, UX/UI design, application development, workflow integration, data migration, and quality assurance for a connected business management platform.
Research & System Analysis
Analyse existing workflows, business requirements, and CRM functionality to establish the foundation for modernisation.
User Experience (UX)
Organise workflows around the needs of sales, operations, field teams, finance, customer service, and business partners.
User Interface (UI)
Create a clear, consistent interface that helps teams manage customer information and daily operations efficiently.
Architecture & Prototyping
Plan the platform structure, user permissions, data relationships, and connected workflows required to support business operations.
Development
Develop a centralised CRM platform with customer management, sales workflows, quotations, installations, inventory, billing, commissions, and aftercare capabilities.
Migration & Quality Assurance
Support data migration, workflow validation, automated testing, and controlled deployment to help maintain business continuity.
Technology & Tools Used
Frontend
React
Build Tools
Vite
Styling
Tailwind CSS
Backend
Node.js and Express
Database
PostgreSQL
Development Approach
AI-assisted software development
Quality Assurance
Automated testing and code reviews
Version Control
Git
Understanding the CRM Business Workflow
The platform connects the customer journey from the initial enquiry through sales, operational delivery, financial management, and aftercare.
Lead Management & Sales
Manage customer enquiries, sales follow-ups, lead prioritisation, and communication through a centralised workflow.
Surveys & Quotations
Organise customer assessments, survey information, product options, and quotations while maintaining a consistent record of each opportunity.
Installation & Operations
Coordinate installation activities, field teams, inventory, dispatch, and purchasing through connected operational workflows.
Finance & Aftercare
Support invoicing, payments, credit notes, commissions, warranties, service reminders, complaints, repairs, and removals.
Partner Management
Support business partners in submitting enquiries and managing relevant activities through dedicated partner-facing functionality.
Design & Development Process
Phase 01
Research & Planning
Analyse existing functionality, business requirements, user roles, and operational workflows to define the modernisation approach.
Phase 02
UX & UI Design
Structure user journeys and create a consistent interface that supports different teams and their day-to-day responsibilities.
Phase 03
Core Platform Development
Build customer management, sales workflows, quotations, installations, inventory, billing, commissions, and aftercare capabilities.
Phase 04
Backend & Integration Development
Develop the supporting services and data management processes required to connect the platform's different modules.
Phase 05
Development & Quality Assurance
Combine human oversight with AI-assisted development, structured reviews, automated testing, and change validation.
Phase 06
Migration & Ongoing Optimisation
Validate transferred data, verify important workflows, support deployment, and continue improving the platform as business requirements evolve.
What we built and how it works
A Unified Business Platform
Connected customer management, sales, operations, finance, and aftercare through a centralised CRM experience.
Structured Development & Quality Assurance
Applied phased planning, AI-assisted development, code reviews, automated testing, and controlled releases to support software quality and maintainability.
A Managed Migration Approach
Followed a structured process for transferring data, validating essential workflows, and supporting the transition to the modernised platform.
The Final Product
What happened after launch
The CRM modernisation establishes a more connected technical foundation for managing the customer journey, from initial enquiry through sales, installation, billing, and aftercare. The modernised platform has gone live, and ongoing development continues to refine workflows, reliability, and operational support.
Improved Outcomes:
Connected Workflows
Bring customer enquiries, sales, operations, finance, and aftercare into a more integrated platform.
Centralised Management
Support key business activities through a unified CRM experience.
Continuity of Operations
Prioritise essential existing functionality during the transition to the modernised system.
Stronger Quality Controls
Apply structured testing, reviews, and release validation to improve software reliability.
Maintainable Architecture
Establish a modern foundation that supports future enhancements.
Continuous Improvement
Enable ongoing refinement as operational needs and business requirements evolve.
