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CASE STUDY
Pal Serwis CRM
Client
Pal Serwis
Industry
Wooden pallet manufacturing
Product
CRM system
Date
September 2025
Skills
Airtable
Airtable automations
Next.js
5
real-time reports
7
dedicated modules
37
system automations
About Client
Pal Serwis PremiumWoodPack is a company operating in the wooden pallet manufacturing and logistics industry. It serves both local and nationwide customers, offering high quality and flexibility in deliveries.
The company has a network of collection points and its own production, making it an important player in its industry. It stands out for its reliability and commitment to process transparency.
Until now, the company lacked an IT tool that would consolidate data and reports, and most processes were carried out by phone and in Excel spreadsheets.
Client's Problem
The client hired an external consultant to map processes and gather requirements. The consultant confirmed the need to build a single central system for managing orders, production, transport, warehouse and collection points. There were no real-time reports, which made it difficult to make decisions and track stock levels.
Challenges for 2N
- Integrating all business processes – from CRM, through orders and production, to warehouse, transport and reporting – into one consistent environment.
- Ensuring complete history and accuracy of warehouse movements by using idempotency logic and delta control.
- Creating a reporting application for four collection points, enabling daily reporting and automatic data consolidation.
- Delivering the project while taking into account the limitations and overhead of the Airtable platform, which required additional workarounds, optimizations and thoughtful system architecture.
What we did
Step-by-step implementation
The project began with a process analysis conducted by an external consultant and mapping them to system requirements. After evaluating existing solutions and analyzing costs and risks, it was decided to build a dedicated Airtable solution fully tailored to business needs.
Functions supporting daily work
The system integrates CRM, production, orders, warehouse, transport and reporting in one place. It enables customer management, order tracking, stock reservations and daily reporting of collection point stock in a consistent structure.
Practical integration with responsibilities
Views and automations were designed to support the daily work of different teams. Sales staff use CRM and offers, production works with orders and statuses, and drivers with transport planners. This way everyone has access to current information in real time.
Intuitive work environment
The system was equipped with automatic status updates and activity archiving. Interfaces and views are tailored to user roles – ensuring quick access to key data and maximum work transparency.
Collection points reporting system
A dedicated reporting application allows four collection points to enter stock information daily. All data is automatically archived and aggregated in the central system, providing real-time insights and full transparency for the entire organization.
What did the client say:
"Working with 2N was a great support for me – my analyses and process mapping were efficiently implemented in the system, and the company gained a tool that truly improves its daily operations."
Leszek Oleksa - Business Advisor
Outcome
The implemented system transformed the way Pal Serwis PremiumWoodPack operates. Integrating CRM, production, orders, warehouse, transport and collection points into one environment improved work organization and interdepartmental communication. The company gained the ability to perform daily reporting and real-time monitoring of warehouse and collection stock, enabling faster response to customer needs and eliminating errors. Automations took over repetitive tasks, and dedicated views and user roles provided transparency and comfort of work for the entire team – from sales staff to drivers. As a result, Pal Serwis PremiumWoodPack received a tool that grows with the company and provides a solid foundation for further digital transformation.
What we accomplished:
- Digitization of all key processes in one system
- Real-time reporting and stock control
- Faster order fulfillment and improved interdepartmental communication
- Centralized data and full transparency across the organization
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