OpenCRM
28 Case Studies
A OpenCRM Case Study
Westmorland Laundry is a multi-million-pound linen rental and laundry operation serving hotels, guest houses, serviced apartments and restaurants across the Lake District, Yorkshire Dales and the North West. Their order-to-billing process was “clunky”: customers manually completed advice notes, staff collated them and accounts reconsolidated everything in Excel to raise invoices — a time-consuming and costly workflow. Westmorland engaged OpenCRM to replace this manual system.
OpenCRM delivered a customised solution built around an enhanced customer portal and bespoke development: clients now submit advice notes online, which are pushed into OpenCRM to create Sales Orders, delivery notes and invoices; depot staff use a bespoke reconciliation screen to verify and adjust orders without editing original entries. OpenCRM also streamlined Sales Order-to-invoice processing and provided on-site training and guides. The result was fewer manual steps, faster processing, more accurate deliveries and billing, and smooth adoption — “the system is rarely mentioned,” says Westmorland’s MD Alex Mauro, reflecting the improved efficiency delivered by OpenCRM.
Alex Mauro
Westmorland Laundry