Industry: Trades / SMB
Case Study #9
ERP/CRM System — Customers, Quotes, Invoices, Construction Sites and AI Tenders in One Application
Problem
In day-to-day operations, customer data, quotes, invoices, construction site documentation and tender research were spread across isolated tools: Excel lists, Word templates, photo folders on smartphones and manual searches on tender portals. Data was maintained twice, quotes were copied together from old Word files, site photos sat unsorted on phones and matching tenders were simply missed. A unified system connecting all processes was missing.
Solution
- Stand-alone ERP/CRM system based on ASP.NET Core (C#) with a modular controller and view structure
- Customer management, product catalog, quote and invoice creation in one continuous process chain
- Construction site management including photo documentation directly within the system
- AI-powered tender module: relevant tenders are loaded, analyzed and ranked by fit automatically
- Integrated RAG module that makes company knowledge, past quotes and service descriptions usable for answers and new quotes
- Role and rights management with dedicated admin area, user accounts and secure authentication
- Deployment on IIS under Windows; clean publish folder with app-offline mechanism for zero-downtime deployments
Result
Six formerly isolated tools (Excel, Word, photo folders, tender portals, mail attachments, notes) were merged into a single system. Quotes and invoices are now produced at the click of a button from the customer database, site photos are automatically assigned to the right project, and matching tenders appear in the dashboard automatically — instead of being missed. Data maintenance is unambiguous, sales throughput is noticeably higher, and the entire company knowledge sits in one central place for the first time.
ASP.NET Core
C#
MVC
Entity Framework
IIS
RAG
KI-Ausschreibungen
Bootstrap