Project Overview
Custom CRM solution integrated with existing business systems for streamlined operations.
Challenge
The client was using multiple disconnected systems to manage client relationships, projects, and billing, leading to inefficiencies, data inconsistencies, and missed opportunities. They needed a unified CRM solution that would integrate with their existing business systems.
Solution
We developed a custom CRM platform tailored to their specific workflows, with integrations to their accounting software, project management tools, and email marketing platform. We created a unified dashboard providing a 360-degree view of client relationships.
Results
The integrated CRM solution reduced administrative time by 30% and improved client retention by 25%. Sales team efficiency increased by 40%, leading to a 20% growth in new business within the first year of implementation.
"The custom CRM solution developed by Marcalyx Ltd has transformed our business operations. Having all our client data in one place with seamless integrations to our other systems has been a game-changer for our team."
Thomas Wright
Operations Director, Professional Services Firm
Project Details
Client
Professional Services Firm
Timeline
5 months
Year
2022
Category
Web Development
Technologies
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