Our CRM and project management system improved the business by simplifying operations and raising productivity to a new level.
About Client
An advertising agency was bogged down by manual work and relied on spreadsheets for daily tasks, which slowed its growth and made expansion very difficult.
Challenge
The challenge was to develop a custom solution that automates and brings together client onboarding, sales, and communication in one CRM and project management system.
Our Solution to Get their Desired Results
The team set up a CRM and project management system customised to fix the client’s workflow problems. This update made their work more organised and efficient, modernising their workflow.
Streamlined Onboarding
We turned the onboarding process into a fast, automatic procedure.
Integrated CRM and Project Management
An integrated platform facilitating better management of client relationships and project tasks.
Improved Communication
Improved interaction pathways for teams and clients, keeping communication clear and ongoing.
Automated Sales Outreach
Using automation to improve sales efforts, making outreach more regular and effective.
What it can do
Revenue Surge
Monthly revenue jumped from $30k to $130k, showing how better operations can boost finances.
Instantaneous Onboarding
Reducing client onboarding time from a laborious 2 hours to an instant.
Digital Transformation
Transitioning from manual processes to a fully automated, 24/7 operational system.
Got an idea for your product?
We will build it for you from scratch and share the structured documentation to help you keep your system in top shape.