CRM & Backoffice

DNA · CRM & Backoffice

Custom management system built from scratch: personalised CRM, Stripe QR codes for instant payment and automated Moloni billing.

Client Desportos Náuticos de Alvor
Service CRM & Backoffice
Year 2024–2026
+45% Customer Retention
+80% Operational Efficiency
+60% Point-of-Sale Conversion
Internal Management System

A CRM built for the beach

We built a complete backoffice from scratch: a custom CRM that centralises all of Desportos Náuticos de Alvor's operations in a single platform: activities, beach concessions, team, customers and billing, all synchronised in real time and accessible from any device.

Activity Control

Real-time visual timeline for all company assets: jet-skis, wave runners, kayaks and towables. Session logging with payment tracking, partner attribution and offline sync queue.

Customer CRM

Unified profiles cross-referencing bookings, concession visits and spend history by phone number. Automatic returning customer detection with name suggestion and visit count.

Beach Concession Management

Daily sunbed and umbrella control with a 14-day occupancy grid. Automatic Excel and PDF report exports with revenue breakdown by occupancy type.

Dashboards & Statistics

Total and projected revenue, cancellation rate, activities by hour, new vs returning customers and payment method breakdown. All in real time with auto-polling every 30 seconds.

Team Management

Time-bank with GPS clock-in/out, per-staff schedules, shift swap system with notifications, and a sticky shift bar for quick clock-in/out from any page.

Email Automation

5 configurable templates: booking confirmation with QR code, concession reservation, review follow-up, shift swap and daily report. Preview, send history and per-type toggle.

DNA CRM Dashboard: Admin panel
DNA CRM: Activity Control on tablet DNA: Mobile availability portal
Instant Payment

Stripe QR code at your fingertips

We integrated Stripe QR payment codes directly into the CRM's operational flow. Staff generate a QR in seconds. The customer scans with their phone, pays online and the entry is created automatically in the system.

No friction, no queues, no lost sales. The result is a direct increase in point-of-sale conversion and a payment experience customers remember, driving retention and lifetime value for every visitor.

  • 30-min countdown QR with auto-confirmation
  • 24h payment links for admin use
  • Duplicate protection with idempotency keys
  • Moloni invoice included in confirmation email
Stripe QR code on Desportos Náuticos de Alvor hat
Automated Billing

Zero manual intervention

Every transaction processed, whether an online booking, a QR code activity payment or a merchandise sale, automatically triggers invoice generation in Moloni. The PDF link reaches the customer by email seconds after payment, without the team touching a single document.

01

Payment confirmed

Stripe webhook received and validated in real time.

→
02

Invoice created

Document generated in Moloni with customer and service data.

→
03

Automatic delivery

PDF sent to customer by email, embedded in the confirmation.

Ready to elevate your brand?

Start a Project