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.

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