Contact ↗Storex is a storage and logistics company in Malta. It started with a Wix website and no system behind it. I built the ERP and CRM around that site first, integrating with Wix for enquiries and invoices, then kept building until the whole operation ran on its own system. An ongoing social media campaign runs alongside, so an enquiry from the website or Instagram becomes a quote, a client record, invoices and a storage term in one place.
Wix website integration and storage calculator · ERP and CRM design and development · Integrations and automation · SEO upkeep · Social media campaign
Quotes, client records, invoices, renewals, warehouse space and customer messages were spread across the Wix site, email, WhatsApp and spreadsheets. The business needed one system its small team could run without adding staff as it grew, without throwing away the website customers already knew.
The Wix site stayed as the public front. Its storage calculator and quote form post enquiries straight into the CRM, including abandoned quotes, and invoices sync both ways. Quotes, onboarding, operations, billing, messaging and the customer portal were then built into the CRM itself, stage by stage, until the business ran on its own system.
Client records hold storage volumes, rates, terms and files. The warehouse map links every unit to a client, the logistics calendar schedules move-ins and collections, and the storage calendar shows each term month by month with invoice status.
Invoices sync with Wix, renewals and payment reminders go out by email and WhatsApp, and one inbox brings Gmail, WhatsApp, Messenger and Instagram together. A customer portal gives clients their statements, files, stored items and service requests.
Scroll through the features or select one from the sidebar. The screens follow the real system; the data is fictional.
Illustrative replica of the system I built. All clients, figures and messages are made up.Client counts, monthly revenue and volume, invoice collection and the queues that need attention: overdue invoices, renewals, exits, quote requests and onboardings.
Overview / Queues / Quick actions↗ Open a queue or a quick action to jump to that part of the system.The website's space calculator lets customers add items with set volumes, pick a storage term and a billing plan. The request lands in the CRM as a quote to work on.
Website calculator / Quote requests / Quote builder↗ Add items and send the demo request.Guided onboarding brings client details, the storage agreement, the first invoice, portal access and the move-in appointment into one checklist.
Client records / Documents / Portal setup↗ Complete the checklist to see the client become ready.Every unit is drawn on the floor plan, colour-coded by size and linked to its client, with occupancy and utilisation at the top. A map gives the team context a list cannot.
Warehouse map / Capacity / Client stock↗ Select a unit to see its client and contents.A logistics calendar keeps operational appointments visible, synced with Google Calendar and tied to the client record.
Logistics calendar / Client appointments / Google Calendar↗ Choose a day and schedule the demo move-in.The storage calendar shows each client's term month by month with invoice status. Renewals, drafts and reminders are handled from the same view.
Invoices / Renewals / Payment tracking / Reminders↗ Preview the demo client's renewal, then simulate its payment.Gmail, WhatsApp, Messenger and Instagram conversations sit in one inbox, filed against the client record so follow-up stays with the work.
Multi-account Gmail / WhatsApp / Messenger / Instagram↗ Switch channels to follow the same demo client.Receipt OCR, a sales ledger, VAT summary and exports support the back office, with website and Instagram analytics alongside.
Receipt OCR / Sales ledger / VAT / Analytics↗ Scan the sample receipt to fill in the expense record.Clients log in to their own portal for statements, files, stored items and service requests, linked to the same records the team uses.
Statements / Files / Stored items / Service requests↗ Explore the tabs in the demo portal.Exit quotes, final invoices and a completion workflow give the team a structured way to finish a storage term.
Exit quotes / Final invoices / Completion↗ Work through the demo exit checklist.Client counts, monthly revenue and volume, invoice collection and the queues that need attention: overdue invoices, renewals, exits, quote requests and onboardings.
Fictional figures. Click a queue or a quick action to open that screen.
Item-based and volume-based quotes with a seasonal offer factor, quote history with status tracking and a printable quote.
A checklist from accepted quote to move-in, and exit quotes, final invoices and a completion workflow at the end of a term.
Every unit drawn on the floor plan, colour-coded by size and linked to its client, with occupancy and utilisation totals.
Terms, renewals and invoice status per client, and move-ins and collections synced to Google Calendar.
Invoices synced with Wix, drafts and bulk sending, renewals with term tracking, and reminders by email and WhatsApp.
Multi-account Gmail plus WhatsApp, Messenger and Instagram messages, filed against the client record.
Sales ledger, expense capture with receipt OCR, Malta VAT summary and exports.
Statements, files, stored items and service requests on the client's own subdomain.
Website and Instagram analytics next to the enquiry pipeline.
Steady impressions and clicks held for months with light content optimisation, through the migration of the website and systems.
The website, ERP and CRM centralised Storex's operational and administrative work. This significantly improved efficiency and allowed the business to take on more work with minimal additional resources. The social media campaign runs alongside, with seasonal offers promoted on Instagram and Facebook and their effect visible in the CRM's analytics.
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