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Client
ClientA custom dashboard that takes the manual tracking out of the sales pipeline.
Potential contacts are logged automatically from several sources at once, tailored to the way the business already works.
01The situation
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.
02What we built
We built a custom dashboard that logs contacts automatically from several sources and keeps statuses, follow-ups and insights up to date by itself, exactly the way the business already works.
03Results
Two hours a day saved
From call to live in 2 weeks
Project details
- Client
- Match Masters
- Type
- Client
“I finally have a grip on my pipeline without it costing me hours a day.”
More work
Every system we name is running at a client today.
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