Client Story WA Biodiversity Science Institute | Custom CRM

Automating redundant tasks with a CRM

Perth is OK!
LocationPerth, Australia
SizeSmall to Medium Enterprise
Industry
Science and Research
TechStack
WordPress
Laravel

Partnership with DrawHistory

Once the team at DrawHistory dropped the website design concept for WABSI on our desk, it was a project that the Hatchet team jumped at.

The Brief

WABSI is a nonprofit institute that helps exchange knowledge between government, industry, and researchers to preserve WA’s flora and fauna. It was important that the website clearly demonstrated WABSI's mission and capabilities, reflecting the beautiful landscape we live in while empowering the WABSI team to manage content, research, and publications within the website.

A Unique WordPress Build

- Custom Post type for Publications
- Twitter Integration
- Flexible and replaceable foliage (design) elements
- MailChimp Integration

Development Requirements

WABSI required a web-based solution that could replace their existing spreadsheets and consolidate their record keeping of contacts, deals, organisations, segments, tasks, notes, and customers. You might ask yourself, “Why build a custom tool when there are a few well-known, reliable ones already on the market?”. The answer to this is that having a tailored CRM can be invaluable to a company as it offers loads of benefits, such as:

- Lightweight and less bloated, making it more performant
- Easier for staff to manage and reduces onboarding training
- Simplify common features to remove anything irrelevant to the company
- Extend features further than a pre-existing tool can, meaning it’s far more flexible
- Can add custom features to help understand customer value

How we did it

The app is built using the PHP framework Laravel. This allowed our developers to work with one of the most well-regarded tools in the industry (as well as one of Hatchet’s specialties), which eases the process of creating complex features and ensuring the project can be easily be scaled in the future. Some of these features include:

- Lead and deal tracking
- Custom web application design
- MailChimp integration with their customers
- Personal task management and assignment
- Reports
- Audit Logging

WABSI has fully migrated from its existing solution to a fully custom web solution that meets its needs.

It’s rare that we find a tech partner who gets it. They’re knowledgeable in their disciplines, on time, and have been an anchoring presence on key projects. We’ve come to see them as an extension of the DrawHistory family, and that’s probably the nicest thing we can say about anyone!
Jeffrey Effendi
Jeffrey EffendiDrawhistory