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GreenFlow · Green Planet / CRM & field operations

A CRM from first enquiry to ongoing care.

Built for Green Planet, GreenFlow connects enquiries, quotes, field visits and recurring garden maintenance in one operational application.

GREENFLOW / CRMFrom first contact to ongoing maintenance
  1. Enquiry
  2. Site visit
  3. Quote
  4. Job & field visit
  5. Ongoing care

Simplified GreenFlow workflow — not a screenshot and no customer data.

How the interface was designed.

Two interface studies from development: the office project board and the mobile daily view. These views use neutral sample data. They show design work, not the current production version or real customer jobs.

GreenFlow interface study: job cards in six stages, with neutral demo clients.Open full size (new tab)
Office project board
GreenFlow mobile design with timer, photo action and daily visits; sample data only.Open full size (new tab)
Daily view in the field

The brief

A landscaping business needs two views of the same work: the office needs to know which job moves next; the field team needs to know which customer to visit today and what to do there. Maintenance contracts continue after the initial project. The application needed to connect these handovers.

Our contribution

CRM & custom software
Customer CRM with a project pipeline, quotes, calendar and recurring garden maintenance.
Graphic & web design
Office and mobile interfaces, plus consistent quote and invoice layouts.

What we implemented

  1. Enquiry → job: a project board follows enquiries through site visits and quotes into delivery. Customer, project and quote stay connected; quotes can be provided as PDFs and through an acceptance link.

  2. Planning → visit: a weekly calendar, daily view and map turn jobs into scheduled visits. Team members can record time on mobile and attach photos to the relevant job.

  3. Project → ongoing care: maintenance contracts record customer, frequency and responsibility. Recurring visits become schedulable, while job and time overviews retain the link to recorded work.

The delivered result

The delivered web app combines CRM, scheduling and mobile records around a landscaping workflow, separately from the public website. Its architectural value is concrete: a won job can continue in the same system as a field visit and later as recurring maintenance.

What this case study establishes

The entry point is online; workspaces are protected. This case study is based on inspected implementation, not public access to customer records. No measured time saving or revenue increase is available for this publication.

Based on the public entry point and our implementation records. Reachability was checked on 3 October 2026; this is not a complete functional test.

View system entry point ↗

Related case studies

Three components for the same business: GreenFlow, the Green Planet website and Dr. Phyto connect customer management, a digital presence and plant assistance.

Do you have a similar workflow?

Bring a specific workflow. Together we identify the missing handover, information or decision, and how a bounded implementation could be evaluated.

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