Functional Consulting
Confidential client: dashboards replacing hours of manual exports
Digital agency, services sector.
The problem
The problem
Leadership relied on hours of manual spreadsheet exports before every meeting. Leads were tracked in spreadsheets, follow-ups scattered across email, with no pipeline and no way to forecast revenue beyond guesswork.
- Hours spent on manual reports before every meeting
- Leads tracked in spreadsheets
- No unified sales pipeline
What we built
What we built
CRM implementation and process automation, with role-specific dashboards replacing manual exports.
- CRM
- Sales
- Accounting
- Every inquiry captured automatically, every follow-up auto-triggered.
- Closing a deal instantly creates the invoice and project task.
- Role-specific dashboards and scheduled reports built natively inside Odoo, including a custom profit and loss report.
What changed
What changed
Zero leads dropped, one unified pipeline view, and post-win actions automated across three previously separate tools.