A custom CRM on monday.com for Via Van Turismo, built to replace a paper planner and manual processes.
At Via Van Turismo, in Inside Sales since June 2026, the work involves active prospecting and B2B relationships with companies and tourism and events partners in Santa Catarina, averaging 45 customer interactions a day.
The role includes managing the customer journey, from first contact to after-sales, and coordinating logistics, deadlines and quality with several suppliers and carriers.
Before, Via Van tracked every scheduled service in a paper planner. This manual control caused several process problems, such as lost information.
Manual processes took a lot of time. To send the voucher and the service order (OS) to the customer, a Google Docs template had to be filled in every time.
The customer fills in and sends the quote form, and the request goes straight into the system.
The quote sits on the Sent Quotes board, organized by month and with a status.
When a quote is approved, an automation moves the service straight to the Service Schedule, already with the amount due and all the information needed.
A formula builds the service order text from the service data, with no Google Docs template needed.
A CRM workspace on monday.com with boards for quotes, service schedule, drivers, contacts, leads, accounts, client projects, activities and a sales dashboard.
Integrated form: the customer enters name, company, contact and trip or transfer details, and the quote goes straight into the system.
Quotes grouped by month, with status, sales dashboard and pipeline views, and 8 automations.
Approved services with departure date and time, pick-up, destination and return, with calendar and dashboard views.
Via Van and third-party drivers, with type of contract, city, contact, vehicle types and PIX key.
A formula combines date, customer, contact, times, pick-up, destination, vehicle and amount due into a ready-to-send service order text.
