SAVWINCH

Case study
01 / Australia
Industry
Marine equipment
Business
Savwinch
Focus
Connected systems
Services
Automation + AI agents
Savwinch anchor winch on the bow of a boat above turquoise water
Photography: Marine Business News / Savwinch

A connected business.

Built around
the operation.

Enquiries, team knowledge, stock, accounts and payments brought into the same working picture.

Inside the work

450CS visual study. Proportions are illustrative.

01 / The starting point

The handovers
matter.

Savwinch needed clearer connections between incoming enquiries, organised follow-up and the commercial systems behind the work.

  1. 01

    Connect enquiries to follow-up.

    Zapier lead flow connects incoming enquiries with organised sales follow-up and visible ownership.

  2. 02

    Give each role useful context.

    Business Brain workspaces give each role the business information and access appropriate to its work.

  3. 03

    Bring the commercial picture together.

    Custom integrations connect inventory, Xero and Airwallex. Stock and purchasing views support the team’s next decision.

Tools in the work

Connected around the team.
  • Business BrainTeam knowledge
  • ZapierLead flow
  • Zoho CRMSales follow-up
  • Zoho InventoryStock visibility
  • XeroAccounts
  • AirwallexPayments

Swipe to explore

02 / A workflow in practice

From enquiry.
To the next step.

An illustrative sequence from Facebook enquiry through product selection, sales follow-up and Zoho CRM. Exact routing and sending permissions need confirmation against the working setup.

A hand holding a phone beside a boat in a marina. AI-generated illustration.

01 / 05 · Facebook lead

A new enquiry.

A Facebook lead starts the conversation, bringing the submitted contact details and product enquiry into the workflow.

Marine winch components and product specifications on a workbench. AI-generated illustration.

02 / 05 · Match products

The right combination.

Use the enquiry requirements to identify a relevant product combination. Missing information is flagged for a person to resolve.

Two illustrative marine sales colleagues discussing a product enquiry. AI-generated illustration.

03 / 05 · Assign salesperson

The right person.

Route the enquiry to the appropriate salesperson, following the agreed assignment rules.

Hands preparing an email at a laptop beside a product catalogue. AI-generated illustration.

04 / 05 · Tailor + send email

A relevant response.

Customise the email around the enquiry and product combination. Sending follows the agreed approval rules.

Illustrative sales workstation with a CRM screen and marine equipment. AI-generated illustration.

05 / 05 · Update Zoho CRM

Everything connected.

Record the product selection, owner and correspondence in Zoho CRM, ready for the next follow-up.

Project record

The scope behind the story.

Relationship
Paid client.
Documented work
Quoting and catalogue workflows, enquiry follow-up, role-specific workspaces and connections between commercial tools.
Evidence
Project narrative and support records document the scope. This is a qualitative account of the work.
Measurement limits
No dated timing sample or catalogue-count receipt has been established for this page. Time saved, response speed and product-count results are not claimed here.

Next story / 02

Social CEO

Your next chapter

Melbourne · Working across Australia

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it work.

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Let’s talk through the work behind it.

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For businesses looking to scale. Built around your people.Or email Chris