CRM, processes and reporting for agencies and service businesses.

Connect the work from enquiry to delivery

In agencies and service businesses, information often moves between sales, project leads and client teams. A proposal may sit in the CRM, project setup in another tool and the agreed goals in an email. Without a clear handover, teams need to chase details or work from conflicting information.

We connect CRM, project processes and reporting so ownership and next steps remain clear. We start with your existing tools and workflows. The systems we can connect depend on their available interfaces and the agreed project scope.

Organise project and client data

A useful overview needs each project to be clearly associated with its client, owners, timeframe and agreed scope. The CRM and project or finance system do not need to perform the same role: together we define where information is maintained and what other people need to see.

Capacity and project economics can only be compared meaningfully when the underlying hours, budgets and services are defined. A dashboard makes data visible; it does not replace complete time records or professional review.

Client reporting with clear data sources

If a team regularly assembles numbers from advertising accounts, analytics and project tools, review each step. Which metric answers which client question? Who checks gaps in the data? When is the report approved?

We can connect agreed data sources and prepare recurring reports. The responsible people retain control of commentary, exceptions and approval. The approach depends on access, data quality and the integrations actually available.

An example of a clear handover

Hypothetical example: A client accepts a proposal. The owner checks the agreed scope in the CRM and starts the project setup. The project team receives the client, contact, goals and next tasks. If information is missing or a transfer fails, an owner is notified.

This allows a recurring process to be tested before more steps are automated. Our pages on client onboarding and process automation explain the underlying work.

Connect the pipeline to management reporting

Looking at open proposals, ongoing projects and available capacity together can support planning. Forecasts, contracted work and recorded results need separate definitions. Each metric should have a clear source and last update.

Depending on the task, we combine CRM consulting, marketing automation and CEO dashboard and reporting in one understandable workflow.

How we start

Together we choose a specific process, document the current workflow and define a next step that can be checked. Before implementation, we agree on the required access, data ownership, exceptions and acceptance criteria. Documentation and ongoing support are agreed to fit the project.