Custom CRM for a Service Business
A custom CRM and reporting portal that replaced spreadsheets and shared inboxes, automating reporting and giving leadership real-time visibility.
The challenge
A multi-location service business ran its operations on a stack of spreadsheets, a shared inbox, and manual copy-paste between tools. Leadership had no real-time view of the pipeline, and month-end reporting took a senior team member hours of error-prone work.
The numbers below are representative of this type of engagement. Real figures are shared with prospective clients under NDA.
What we built
A custom CRM and reporting portal that:
- Unified five disconnected data sources into one system
- Managed clients, jobs, and pipeline with role-based access
- Automated month-end reporting that used to be manual
- Gave leadership a live dashboard across all locations
The approach
- Process mapping with the operations team
- Data migration and cleanup from spreadsheets and legacy tools
- Phased rollout starting with the highest-pain workflow
- Training so the team adopted it quickly
- Iteration based on real usage
Results
Reporting that used to take hours became a few minutes, data lived in one place, and leadership finally had real-time visibility — without per-seat SaaS costs.
Stack
Technology used
Custom CRMs
Replace spreadsheets and manual processes with software built around your workflow.