Client: Evergreen Software
Industry: Automobile Showroom & Car Dealerships
Services Provided: UI/UX Design (Figma), Custom Software Development
Location: India
Platform: Custom Web-Based CRM Solution
Evergreen Software approached Codestro to create a customized software solution designed to digitize and optimize the processes in their automobile showroom with vehicle inventory, lead handling, communication with customers, and test drive bookings. Software was looking for an all-in-one solution for the showroom that would bring together each element of the process.
Evergreen Software’s vision was to not only have a rich and powerful functionality, but also modern and clean interfaces that provided the sales team with quicker activity with customer interaction, selling efficiency, and decision making to close more sales.
This case study will discuss the engagement Codestro had with Evergreen Software, to design, build and implement their new customized CRM System. Codestro utilized Figma for their UI/UX design and complete full-stack development processes, providing scalability, showroom specific, digital solution.
The Challenge: Manual Processes Slowing Down Sales
Before engaging Codestro, Evergreen Software was stuck using traditional manual processes and spreadsheets to keep track of their vehicles, Whats App to keep track of follow up calls, and the telephone to book test drives. The manual methods and out of date processes resulted in:
- Less engagement from missed follow ups and inconsistent lead following
- No central vehicle data across showroom branches
- Little to no visibility from sales funnel or daily activity
- No meaningful analytics or measuring of decision making for senior management
They needed a solution to help digitally transform how they managed vehicles, leads, customer data, and team communication and collaboration – all in one platform.
Objectives
Codestro set out to build a system that would:
- Centralize operations across vehicle inventory, customer records, and showroom activities
- Provide up to date visibility on stock, leads, and performance measures
- Allow sales staff access to manage their own customers and keep pace with their efficiency through lead tracking and reminders
- Provide an intuitive and modern user interface from clear Figma designs enabling adoption
Our Process
1. Discovery & Requirement Gathering
Various meetings and consultations were undertaken with Evergreen’s showroom managers, sales, and admin team to understand their pain points and work practices. The main areas of interest were as follows:
- Sales pipeline phases (Walk in, Test Drive, Negotiation, Closed)
- Categorizing the car inventory and requesting availability
- Capturing the customer data and how they have interacted previously
- The reporting requirements from upper management
2. UI/UX Design Using Figma
Having defined the requirements, our designers created a complete Figma based UI/UX prototype to visualize the proposed software construct before moving to development. The main elements of their design were:
- Dashboard Overview: Real-time lead, booking, and follow-up overview”
- Inventory Module: Category car listing, filter options, and status labels (Available/Sold/Reserved)
- Lead Management Panel: Profiles with activities, test drives, and negotiations history
- Booking Module: Test drive and appointment booking with calendar integration
- Admin Controls: User management, showroom settings, and dashboards for performance
The Figma designs were produced with an emphasis on minimum clicks, modern UI, and scalable.
3. Custom Software Development
Once the designs were approved, our development team built a responsive, secure, web-based software system for showroom operations.
Key technologies used:
- Frontend: React.js
- Backend: Node.js with Express
- Database: MongoDB
- Authentication: Role-based access for Admins, Sales Staff, and Managers
Key features developed:
- Lead Management: Auto-reminders, activity log, lead ranking
- Car Inventory: Add/edit vehicles, and status management, search and filter capabilities
- Test Drive Scheduler: Integrated booking calendar with SMS notifications
- Reporting: Daily summary of sales, follow-up status, and lead conversion.
Features Snapshot
| Module | Features |
| Dashboard | Overview of leads, tasks, bookings, and staff performance |
| Inventory Management | Add/edit car details, availability tags, price filters |
| Lead CRM | Capture inquiries, follow-up tracking, test drive status, conversion |
| Test Drive Scheduler | Book slots, auto-reminders, customer feedback integration |
| Admin Panel | Manage users, roles, locations, access levels |
| Reports & Analytics | Daily summaries, lead source tracking, staff activity insights |
Impact & Results
The implementation of the new custom CRM quickly benefited Evergreen’s $200,000 annual business:
- 25% increased lead to sale conversion rates in the first 3 months
- 60% decrease in missed follow up due to automated reminders
- More efficient decision making through real-time performance dashboards
- Improved sales team collaboration, regardless of working location
- Higher customer satisfaction through clearer communication and quicker test drive scheduling
Final Outcomes and Learnings
Collaborating with Evergreen Software confirmed the need for industry-specific solutions. Generic CRMs simply do not add the depth and context needed by niche businesses, like car showrooms. Investing in a custom software with intuitive Figma designs, allowed Evergreen to completely transition their operations and design it in a digital-first operational workflow, thus enhancing efficiency and sales effectiveness.
The achievement of this collaboration reflects Codestro’s approach to developing custom technology solutions to solve actual operational challenges through considered design and scalable architecture.