Sanesa wanted to eliminate manual processing and unify operations into a single CRM-powered ecosystem. Customers frequently ordered weight-based items (fruits, vegetables, groceries), requiring precise billing adjustments. Manual COD slips and delivery inefficiencies created operational bottlenecks.
We developed a scalable, conversion-focused CRM platform that streamlined online ordering, automated billing, integrated delivery slot management, and provided transparent ledgers for both customers and delivery staff.
Challenges: Sanesa faced multiple operational hurdles that were slowing down efficiency and impacting customer trust. Manual COD handling often resulted in errors and financial slips, while the existence of fragmented websites forced duplicate management and tedious reconciliation. Since the business dealt with weight‑based products, editable invoices became essential to reflect precise quantities, such as adjusting a 1kg banana order to 983g. Delivery area restrictions added further complexity, as managing serviceable zones without polygon‑based mapping was difficult. On top of this, the absence of automated reporting for GST, product sales, and delivery performance limited visibility into operations. Finally, the lack of targeted marketing notifications and offers meant missed opportunities to engage customers effectively and drive repeat business.
Solution: We built a fully integrated CRM platform connected with Ecwid, enabling seamless order management, editable invoices, automated ledgers, and delivery slot optimization.
Admins can adjust product weights up to three decimal points (e.g., 1kg bananas → 983g). Invoices are automatically updated to reflect precise quantities, ensuring accurate billing and reducing disputes.
Customers select preferred delivery slots during checkout. Orders are automatically grouped by slot and location, optimizing route planning and ensuring timely deliveries.
Customer and delivery boy ledgers are updated in real time. Every debit, credit, refund, and COD/UPI transaction is automatically posted, providing transparent financial records.
Integrated PayU and Unlimit gateways enable secure UPI, wallet, and online payments. COD orders are validated by the admin, ensuring financial control and reducing risks of unverified collections.
Customizable reports with CSV downloads provide insights into delivery performance, product sales, GST compliance, and team efficiency. This empowers data-driven decision making.
Serviceable delivery zones are defined using polygon-based mapping. This ensures accurate coverage, prevents out-of-zone orders, and improves delivery efficiency.
Admins can send targeted notifications and offers to specific customer groups (e.g., Directors, Premium Customers). Features include search, scheduling, and performance tracking of campaigns.
Master Admin Panel: Full access to orders, payments, ledgers, delivery slots, notifications, and reporting.
Delivery Panel: Assigned orders, wallet management, COD/UPI tracking, and performance dashboard.
Customer Panel: Order tracking, wallet management, ledger statements, and transparent invoices.
Role-based access control, SSL/TLS encryption, automated backups, query optimization, caching, load balancing, and audit trails ensure reliability, scalability, and data protection.
To ensure reliability, scalability, and data protection, the Sanesa CRM platform was built with a strong focus on security and performance optimization:
The Sanesa CRM platform delivered measurable improvements across operations, customer experience, and financial control:
Sanesa’s CRM project transformed a fragmented, manual system into a unified, automated platform. By integrating online ordering, editable invoices, delivery management, and financial ledgers, the solution delivered transparency, efficiency, and scalability for a local fresh produce delivery business.
Looking to build a similar CRM or automation platform? – We’ve done it — and we know exactly what it takes.
Maven Infotech – India
C/511 – Titanium City Centre,
Nr. Sachin Tower, Prahladnagar,
Ahmedabad: 380 015, India
Phone/WhatsApp: +91-9913612210
Maven Infotech – Netherlands
KvK-nummer – 69580111
NL: +31-(0)20 363 85 50 (Call or WhatsApp)
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