Eliminating Data Entry for Professional Services Firm

The Challenge

A 30-person consultancy was losing 15 hours per week to manual data entry across their CRM, project management tool, and invoicing system. Data discrepancies led to billing errors and client frustration.

Our Solution

We created a centralized workflow that automatically synced data across all their tools. When a new project was created, it automatically populated the CRM, set up the project structure, and initiated the invoicing timeline.

Technology Used