One CRM, built around the firm.
No CRM on the market fit, and reporting meant exporting everything. One system now runs intake, cases and reporting.
No CRM on the market was ever the right fit. The enterprise options were extremely expensive and still needed an integrator to make them work the way the firm wanted. The affordable ones couldn’t be customized at all. Some were built for intake, others for case management, and none did both well. Worse, real reporting meant exporting every record into a separate BI tool just to see the numbers.
The answer was one CRM, tailored to the way the firm wanted to work, with the features it actually needed.
- FitBuilt to the firm’s workflow, with no integrator in between.
- ScopeIntake and case management in one system.
- ReportingBuilt in, so the data never has to leave to be understood.
- FeaturesOnly what the firm uses, and nothing it pays for and ignores.
More case studies
- Manufacturing
A factory floor that reports itself.
A daily walk for order status and years of paper work logs, replaced by one scanning system built around the floor.
Read the case - Marketing
A local business, taken national.
It had never marketed digitally. A steady creative pipeline and conversion data down to the ad, the video and the talent on screen made it digital first.
Read the case - Telemarketing
Every gap between calls, measured.
A fully remote team and a suspicion of extended breaks. Measuring the gap between every call turned suspicion into coaching.
Read the case
Every build starts with the Operations Diagnostic: one to two weeks to see how your business really runs.