Client operating system
One client registry linking pipeline, quotes, retainers and regulatory deadlines across every department.
Screens
Real interface. Fictitious or anonymized data. Client name withheld.
Context
A corporate services firm with several departments, each with its own pipeline, quotes and deadlines.
The problem
Pipeline, quotes, retainers and regulatory deadlines lived in separate tools, one per department. No one could see a client's whole relationship with the firm.
The constraint
Pipeline, quotes, retainers and regulatory deadlines lived in separate tools, one per department.
What we built
- A leadership dashboard: signed revenue for the month and cumulative, pipeline in negotiation and weighted forecast, split by department, cross-sell opportunities and upcoming deadlines
- A 360-degree client sheet: identity, active departments, deals, retainers as service lines with indexation and currency conversion, quotes, regulatory deadlines, immigration files, shareholding and an audit log
- Access control by department
How it works
A 360-degree client sheet gathers departments, deals, retainers as service lines (with indexation and currency conversion), quotes, regulatory deadlines and an audit log. Proposals are sent from the user's own Outlook mailbox and replies land there. Web forms feed requests in automatically, and access is controlled by department.
Status
This system is in acceptance testing. Results will be added here once it is in production.
Related capabilities
- Custom business applications
- BuildHow a build runs: scoping workshop, three sessions, a system in production.
- RunWhat happens after launch: hosting, monitoring, fixes and new features.
Other systems we have built.
19 systems across hospitality, industry and services.
Real estate agency cockpit
Cash, signed deals and commissions in one place, replacing spreadsheets reconciled by hand each month.
Constraint. Two banks, several currencies and a five-way commission split, reconciled by hand each month.
Buyer matching CRM
Each new listing is matched to the right buyers the day it comes in, with a score that explains itself and a daily follow-up list.
Constraint. The agency's transaction software has to stay the source of properties, mandates and buyers.
Quotes that sign themselves
Each quote becomes an online proposal the client can sign. The team sees who really read it, and the CRM updates on its own.
Constraint. Quotes were sent as attachments, so nobody knew whether they had been read.