Project #2: Streamlining CRM for Enhanced Client Management
Tiffany Bemiy
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.
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Posted Jul 25, 2024
Revamp your client management with our CRM overhaul! We automate onboarding, invoicing, and tracking, making your process seamless and stress-free.
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