All cases
Client
ClientA custom operations dashboard that automates the manual tracking before the system of record.
Potential contacts are logged automatically from several sources at once, tailored to the way the business already works.
Results
Two hours a day saved
From call to live in 2 weeks
The challenge
Keeping the pipeline up to date cost hours every day. Statuses, follow ups and insights were scattered across spreadsheets and separate sources, and nothing connected.
What we built
We built a custom dashboard that logs contacts automatically from several sources and rolls out status, follow ups and insights on their own, exactly the way the business already works.
“I finally have grip on my pipeline without it costing me hours a day.”