Booking & CRM System

A booking and CRM platform built for teams that need reservations, payments, and follow-up in one place.

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WebBooking & CRM System
Reservations, CRM, and reporting in one web app

Case study

Custom booking and CRM

4.3 · 41 reviews

01

The challenge

The business was running bookings, supplier payouts, and customer communication across disconnected tools. Status lived in spreadsheets, payments were tracked by hand, and confirmations depended on someone remembering to send them.

They needed a single system with role-based access, live reservation status, partial payments and commissions, supplier records, reporting, and a CMS with basic SEO — designed to support scalable operations and centralized business control.

02

The solution

Step 01

Model the operation first

Mapped booking states, roles, suppliers, pickup points, and commission rules before writing screens so the CRM matched how the team actually works.

Step 02

Build the booking core

Shipped real-time reservations, status management, and payment flows that handle partial payments and commissions without a separate back-office process.

Step 03

Automate the follow-through

Wired email and WhatsApp notifications, reporting dashboards, CMS pages, and Google Maps for pickup and meeting-point management so ops does not chase every update by hand.

03

System design

Role-based access sits in front of reservations, payments, and CMS. Notifications fire from booking state changes rather than from a separate marketing tool.

React web app — Booking, CRM, CMS

API + automations — Email and WhatsApp

MongoDB — Bookings and ledgers

Google Maps API — Pickup and meeting points

  • React web app
  • API + automations
  • MongoDB
  • Google Maps API
04

The website

Reservations, CRM, and reporting in one web app

Reservations, status, and customer records live in a single CRM instead of chats and spreadsheets.

Partial payments, commissions, and supplier management sit next to the booking they belong to.

Automated confirmations, dashboards, and Maps-backed pickup points keep control centralized as volume grows.

05

Test cases

  • Model the operation first

    Steps

    1. Mapped booking states, roles, suppliers, pickup points, and commission rules before writing screens so the CRM matched how the team actually works.

    Expected

    Behaviour matches the approach described above in production.

  • Build the booking core

    Steps

    1. Shipped real-time reservations, status management, and payment flows that handle partial payments and commissions without a separate back-office process.

    Expected

    Behaviour matches the approach described above in production.

  • Automate the follow-through

    Steps

    1. Wired email and WhatsApp notifications, reporting dashboards, CMS pages, and Google Maps for pickup and meeting-point management so ops does not chase every update by hand.

    Expected

    Behaviour matches the approach described above in production.