A consulting firm with 20

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.