About the client
Hazlnut (restaurant ordering) and Truckfindr (food truck ordering) share one sales and onboarding team. Leads, customer setup details, and marketing files were spread across emails and spreadsheets.
What we delivered
- Team access: 4-digit PIN login, access requests, and admin control over team members
- Workspaces: switch between Truckfindr, Hazlnut, or both
- CRM pipeline: leads with stage, follow-up date, and POS plan, plus CSV and Excel import
- New customer onboarding: a setup form (business details, menu links, app store links, logos, photos) that is emailed to the team when submitted
- Email templates: welcome and follow-up emails for each brand
- Marketing library: flyers, banners, referral materials, and food photos
- Project timeline: projects with tasks, due dates, and assigned team members
- Team messages and a time clock with clock-in, clock-out, and a detailed log
Technologies
- Front end: Lightweight HTML, CSS, and JavaScript, fast on any device
- Back end: Vercel serverless functions for team, files, messages, and form submissions
- Storage: Vercel Blob for uploaded files
We also built Truckfindr’s websites and apps.
Need a custom internal tool for your team? Get in touch.
Services demonstrated
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