The challenge
UltraDrive helps US trucking companies handle the paperwork that keeps them legal — corporations and LLCs, permits and government filings — a business that spikes hard when filing season opens.
Invoicing and contracts were manual, there was no mechanism to reward referrals, and payment-method handling differed between card and bank transfer in ways that were fiddly and error-prone. An off-the-shelf CRM could not model any of it.
The goal was to make Bitrix24 do all of it: automate the invoice lifecycle, build a referral economy, and take the manual load off the team through the peak.
What we built
- Bespoke invoicing. Invoices, contracts and receipts generated and sent automatically across the whole lifecycle rather than assembled by hand.
- A referral-token loyalty system built into the CRM itself, so referrals are tracked and rewarded without a separate tool to reconcile.
- Payment-aware fee logic. Card and bank transfer carry different costs, and the system applies the right one rather than leaving it to whoever raises the invoice.
- A gated password manager for the credentials the team handles on clients' behalf.
- Seasonal email automation and analytics, so leadership stays informed with no manual reporting.
How it was delivered
As a deep Bitrix24 customisation that pushes the standard CRM well past its out-of-the-box limits — extending it with a custom REST application where the platform itself stopped.