Work · CRMs

waEV-charge platform case study — unified CRM, quoting, operations, marketing, and payments for a UK EV installer.

waEV-charge operations dashboard — install orders pipeline with live KPIs

Stack replaced

Subscriptions retired and consolidated into the waEV-charge platform.

  • HubSpot
  • Monday.com
  • Other Management Platform
  • ConvertCalculator
  • Zapier
  • And more

Connected inside the platform

Payments, ads, messaging, AI, and compliance — wired in, not bolted on.

  • Stripe
  • Google Ads
  • Meta Ads
  • WhatsApp
  • Resend
  • Twilio
  • OpenAI
  • ENA DNO API

What we built

  • Unified business management and operations platform — sales, ops, installers, and leadership in one place
  • CRM and customer records replacing HubSpot — contacts, history, and pipeline in a system built for how waEV-charge actually works
  • Shared inbox with saved snippets and outbound WhatsApp messaging
  • Job pipeline tracking installs and projects from first enquiry through to completion
  • Online quote tool — customers quoted on the web with quotes arriving automatically into the platform
  • Dashboards for sales, operations, and marketing data — including live Google Ads and Meta Ads attribution
  • Built-in email sending — no separate mail platform required
  • AI bot and web chat for inbound enquiries and support
  • Installer portal to dispatch jobs, share documentation, and keep field teams aligned
  • EIC document generation for compliance and customer handover
  • Stripe payment integration
  • DNO notification API connection via ENA for grid compliance workflows

Business impact

  • Replaced a subscription stack costing over £6,500 per month with one owned platform
  • Retired HubSpot, Monday.com, ConvertCalculator, Zapier, Other Management Platform, and several smaller tools
  • One login for inbox, pipeline, quoting, installers, and reporting — not six browser tabs
  • Website quotes land in the pipeline automatically — no manual copy-paste from a calculator
  • Leadership sees ads performance and operations data in dashboards tied to live source data
  • Installers receive jobs and documentation through a dedicated portal instead of scattered messages
Client

waEV-charge

Gallery

Customer-facing quote tool — charger, install, and solar options with live pricing
waEV-charge online quote configurator for EV charger installs
Customer-facing quote tool — charger, install, and solar options with live pricing
Order pipeline from enquiry to install — survey, DNO, installation, and EIC in one record
waEV-charge order detail with install pipeline and compliance tabs
Order pipeline from enquiry to install — survey, DNO, installation, and EIC in one record
Live dashboards for quote volume, paid conversions, and Google and Meta attribution
waEV-charge marketing dashboard with quote requests and traffic sources
Live dashboards for quote volume, paid conversions, and Google and Meta attribution

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