Fully automated industry CRM replacing 70% of manual workflow
We built a service firm a custom CRM platform with automated intake, document handling, status tracking, and client communication. The result: nearly every repetitive task in their daily workflow now runs on autopilot.
Outcome
70% reduction in manual operations
What we built
- Automated client intake with smart routing
- Document parsing and auto-categorization
- Status engine with proactive client notifications
- Role-based dashboards for the entire team
- Integrated communications across email, SMS, and portal