Main Goals:

• Keep track of status of all projects
• Delegate to team and make sure tasks don’t fall through the cracks
• Streamline sales and onboarding process

How we achieved those goals:

Dashboards: Clean dashboard where the team can see the active projects, their status and tasks they are assigned.

Sales Pipeline – Deal cards to track sales.

Intake form to CRM – Potential clients fill out a form and schedule a call on their website which automatically adds a potential project to the sales pipeline linked to their contact info and sends a Zoom call invite.

Automated Tasks: When certain type of  project is created, the tasks required for that project are added so nothing falls through the cracks.