Build a Robust CRM: Case Study of Seamless Operations AutomationBuild a Robust CRM: Case Study of Seamless Operations Automation
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A consulting firm with 20 employees and 7 key roles had no system to manage operations. Built a full CRM from scratch over 4 months: 9-stage sales pipeline, cross-department kanban boards, automated task handoffs between Sales, Legal, Product and Accounting teams, checklists and notification triggers at every stage. Result: fully automated operations from day one. CRM has been running 4 years with no structural issues. Client retained me for ongoing support and referred me to colleagues from their entrepreneur community.
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The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started