Services
E-commerce & Online Sales
Custom Software & Apps
Tech Expertise
Company
Our company
Polyfaser is a South Tyrol–based manufacturer of high-quality swimming pools and roofing systems, with over 50 years of experience and more than 25,000 pools sold worldwide.
Operating with complex product configurations, long sales cycles, and tailor-made customer projects, Polyfaser combines industrial production with flexible manufacturing and first-class customer service. These requirements demand efficient B2B sales processes, reliable data handling, and high transparency across teams.
Challenge
Polyfaser faced growing complexity in managing offers, products, contacts, and sales coordination. Existing processes were fragmented across tools and manual workflows, making offer creation time-consuming and limiting transparency for both internal teams and customers, highlighting the need for better sales automation software.
As product configurations and pricing logic became more complex, the risk of configuration errors increased, especially for less experienced staff, highlighting the need for robust sales automation software and a centralized CRM solution.
Solution
After a joint workshop and evaluation of multiple technological approaches, Smart Dato identified a custom CRM software solution as the most effective approach.
The platform was designed to:
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Centralize offer creation and product data
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Connect sales, contacts, and projects in one system
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Integrate existing product information from the OMBIS ERP
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Enable automation, validation logic, and real-time visibility across teams
The first milestone focused on optimizing offer creation, laying the foundation for a scalable and extensible digital ecosystem.
What We Delivered
CRM Software Development & System Implementation
Custom CRM platform architecture, built on a customized Shopware 6 backend and programmed with Laravel
Central product database integrated with the OMBIS ERP system
Configurable pricing matrices supporting complex product and pricing logic
Customizable pricing rules, allowing Polyfaser to adapt pricing independently
Dashboard design & UX refinement for daily operational clarity
Automated notifications ensuring that inquiries are processed correctly and on time
Outcomes and Business Impact
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Fewer configuration errors, as pricing matrices and validation logic reduce dependency on expert knowledge
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Lower onboarding effort, enabling less experienced staff to create offers reliably
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Improved transparency, with dashboards showing accepted quotations, open tasks, notifications, and calendars at a glance
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End-to-end workflow management, from initial inquiry to final quotation, fully handled inside the CRM
As a result, Polyfaser achieved faster response times, higher data quality, and smoother collaboration across departments.
Frequently Asked Questions
Why choose custom CRM development over standard CRM software?
During the discovery workshop, multiple solutions were evaluated. A custom CRM provided the flexibility needed to model Polyfaser’s specific offer logic, product relationships, and sales workflows — something standard tools could not cover without heavy compromises.
What was the first milestone of the project?
The first milestone focused on optimizing offer creation, supported by a structured product database and pricing logic within the CRM.
Can custom CRM software evolve as business processes change?
Yes. The system is live and actively evolving, with continuous improvements to dashboards, automation, and integrations.
Can the platform be extended in the future?
Absolutely. The architecture was designed to support future modules, integrations, and advanced automation as Polyfaser’s needs grow.
What is custom CRM development used for in B2B companies?
Custom CRM development helps B2B companies automate sales processes, manage complex product data, integrate existing systems, and adapt workflows to specific business needs that standard CRM tools cannot fully support.