Project #2: Streamlining CRM for Enhanced Client Management

Watch me Walkthrough a Customer Relationship Management Set Up: Loom video About the Project:

Our goal was to overhaul a client’s client management system by setting up a comprehensive CRM. Previously, the client handled invoices and contracts manually, resulting in disorganization and stress. We implemented a streamlined CRM system to automate client tracking, improve onboarding, and reduce confusion.



Our Process / What We Did:

We designed and implemented a custom CRM workflow, including automated forms for applications, contracts, and feedback. This system automated client intake, discovery calls, and invoicing, while ensuring seamless tracking of client progress and payments.



Deliverables:

Our deliverables included:

• A fully integrated CRM system
• Custom automation workflows
• Application, intake, waiver, and feedback forms
• Automated client onboarding and payment tracking
• Continuous support and monitoring



Results:

The new CRM system significantly improved client organization and onboarding efficiency, reducing manual work and client confusion. The client experienced a more streamlined process, enhancing both client satisfaction and business operations.