Bespoke CRM software System for B2B Consultancy
We built a truly bespoke CRM system solution for the client which was completely adapted to their current workflow and...
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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
Our Solution:
BEB approached us to upgrade from an outdated Excel system to an efficient back-office solution.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.
Features
Appointments / Reminders
Client Portal
Database System
Document Generation
Enquiry / Quote
Invoice / Xero Integration
Job Management
Signature
Support System
Timesheet
Workflow management
Testimonials
We at BEB want to say a massive thank you for all the help and support you have provided with the design and implementation of our new bespoke CRM system. You listened and gained a full understanding of our business and delivered exactly what we requested and more on time and to budget. We now have the benefit of having all our client data in one place and our processes under control. You have given us full visibility of each client contract or job resulting in easier management and real time information which, as ...Read More
Bev of BEB Consultancy Ltd
bev@bebconsultancy.co.uk
01604 217365
email@web-alliance.co.uk
32 Thruxton Drive
Northampton
NN3 6ES,
United Kingdom
0800 677 1786