Bespoke CRM and ERP Solution: Oak Tree Mobility’s Digital Transformation

Impact IT Solutions delivered a comprehensive bespoke CRM & ERP platform that revolutionised Oak Tree Mobility’s operations, enabling them to serve more customers while maintaining their commitment to enriching lives.

The Client

Oak Tree Mobility champions a simple yet powerful belief: everyone deserves the freedom to live a rich and fulfilling life. This philosophy drives everything they do, from crafting handmade rise and recline chairs to designing adjustable beds and bath lifts. Their dedication has already empowered thousands of people across the nation to reclaim the independence they deserve.

The Challenge

Rapid growth brought unexpected operational challenges for Oak Tree Mobility. Their success had created a complex web of disconnected software systems that operated in isolation, creating significant bottlenecks that hindered further expansion. The team recognised they needed a unified ERP solution that would connect all departments and enable seamless information sharing across their entire operation.

After evaluating numerous off-the-shelf ERP products, Oak Tree Mobility discovered that none could fully meet their unique operational requirements. The decision was clear: they needed a bespoke solution tailored specifically to their business model and growth ambitions.

Our Solution

Impact IT Solutions designed and built a comprehensive integrated platform (Pinpoint) featuring seamlessly connected modules:

• Lead Management – Capturing and nurturing potential customers from first contact
• Sales Management – Streamlining the entire sales process for maximum efficiency
• Warehouse Operations – Real-time inventory tracking and management
• Customer Service – Centralised support with complete customer history
• Delivery Coordination – End-to-end delivery tracking and management

This unified system created a single source of truth, enabling Oak Tree Mobility to track every customer interaction from initial enquiry through to delivery and ongoing support. Automated accounting integration with sales data and intelligent stock movement coordination with delivery schedules provided unprecedented operational visibility.

Transformational Results

The bespoke CRM & ERP solution delivered immediate and measurable improvements:

Enhanced Operational Efficiency

• Streamlined sales processes increased team agility and responsiveness
• Real-time reporting capabilities enabled more accurate business forecasting
• Reduced invoicing times improved cash flow and financial planning

Superior Customer Experience

• Quick access to comprehensive customer information enhanced service quality
• Faster issue resolution strengthened brand reputation and customer trust
• Improved customer journey resulted in measurably higher satisfaction scores

Strategic Business Growth

• Connected departments enabled more efficient resource allocation
• Cost-effective operations through elimination of data silos
• Scalable platform architecture supports continued business expansion

Oak Tree Mobility now operates with the commercial sharpness they envisioned, equipped with technology that amplifies their mission to help people live more independently.

Impact IT Solutions continues to support Oak Tree Mobility‘s growth through comprehensive managed IT services, ensuring their bespoke platform evolves with their expanding operations. We’re proud to be their trusted technology partner since 2008, as they continue empowering more people to live independently.