Custom CRM + project management platform that replaced three separate subscriptions
A professional services firm was paying for three separate tools that didn't talk to each other. We built one platform tailored to their pipeline-to-delivery flow — and got the whole team using it in 30 days.
Professional Services Firm
1
SaaS tools
from 3
$14k
Annual SaaS cost
from $98k
98%
Daily active use
from 42%
The challenge
The firm used a generic CRM, a separate PM tool, and a time-tracking app. Adoption was patchy, data lived in three places, and there was no clean view from pipeline to billing.
What we did
- →Built a custom CRM + project management platform mapped to their actual workflow — not a generic template.
- →Migrated all historical contacts, deals, and projects without disrupting active engagements.
- →Ran a 30-day adoption push with role-based onboarding for partners, ops, and delivery.
Outcomes
- ✓Near-full team adoption inside 30 days — measured by daily active usage.
- ✓$84k/year saved on SaaS subscriptions and reconciliation work.
- ✓Pipeline, delivery, and billing now live in a single workflow.