Professional services
B2B marketing agency
Client operations platform
Challenge
CRM, project tracking, invoicing, and reporting were split across seven products.
Solution
A custom operations platform shaped around how the agency runs client work.
Outcome
Seven separate tools consolidated into one internal system.
Functions brought into one system
The list is limited to functions documented for this engagement.
- 01CRM
- 02Project tracking
- 03Invoicing
- 04Reporting
Capabilities used
- Custom business system
- Systems integration
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