CRM implementation for Western Cases - transport boxes
Western Cases is a company specializing in the manufacture and sale of rugged carrying cases. With an increasing number of orders, there was a need to streamline customer service, manage inquiries and automate communication. Implementing SalesWizard CRM allowed for better work organization and faster order processing.
- Industry: Security
- Problem: Customer service and relationship management

SalesWizard CRM
Implementation of SalesWizard CRM in Master Plan.
Implementation support
Implementation of CRM as necessary for processes at a manufacturer and seller of transport boxes.
CRM needs in customer service
Western Cases serves residential and business customers, which generates a large number of product inquiries and custom orders. The key challenges were to effectively manage leads, monitor orders and improve communication with customers.

CRM functions used by Western Cases
Customers in CRM
The customer database in CRM allows Western Cases to comprehensively manage contact information, order history and customer preferences. This allows the team to respond quickly to inquiries, personalize offers and serve business and individual customers more efficiently.
Wordpress notifications in CRM
Integration with the WordPress system allows automatic upload of contact forms directly to the CRM. Each request is assigned to the appropriate merchant, who can monitor the status of the case, contact the customer and finalize the order in a structured manner.
Online bidding
Offer automation allows you to quickly generate personalized proposals and monitor their effectiveness. The CRM allows you to track a customer’s opening of a proposal and provide automatic reminders for unfulfilled requests, increasing conversion and streamlining the sales process.

SalesWizard CRM has helped us organize the entire process of handling orders and contacting customers. Now every inquiry goes into the system and is properly assigned, allowing us to act faster and more efficiently. Automatic notifications and monitoring of offers have kept customers better informed, and we can focus on growing the business
Karol Spitalniak
Owner

How we helped implement SalesWizard CRM at Western Cases
CRM integration has made it possible to automatically collect inquiries from forms on the website and e-mails, which immediately go into the system with technical specifications attached. Each inquiry is automatically assigned to the appropriate salesman, which significantly speeds up service. The CRM also makes it possible to send offers and monitor whether the customer has opened them, allowing for more effective follow-ups. In addition, automatic notifications about the status of an order have been implemented, so customers receive real-time information about fulfillment.

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