Bespoke CRM software System for B2B Consultancy

BEB relied on a manual, Excel-based system, which caused a lot of problems for their staff, such as:

Ineffective information sharing

Inability to manage the schedule of staff

Inadequate reminders and tracking of appointments with clients

Insufficient recording of time spent on different tasks

Difficulty in managing the retainer clients

Incorrect mileage tracking

Inability to integrate with the Xero accounting system for invoicing

No client portal to view invoices and timesheets

BEB approached us to upgrade from an outdated Excel system to an efficient back-office solution. 

We developed a cloud-based responsive platform, which answered all their queries in an effective and time-efficient manner. The new system exactly mirrored their existing processes for an easy transition where the staff continued doing their work in an improved manner.

Our solution allowed BEB to have insight into many reports and KPIs, which helped track the business processes effectively. This included an effective client portal whereby the clients could log in and access invoices and timesheets with ease.

BEB reported that the system paid for itself within six months. They were able to highlight patterns where they were undercharging for extra work. 

When they had real-time access to timesheets, clients approved and paid for additional hours without hassle, a win-win situation for all parties.