Custom CRM + Professional Services Automation Platform Transforms a Global Consultancy

A fast-growing professional services consultancy had been struggling to keep up with labor-intensive processes that were heavily reliant on spreadsheets and emails. Disconnected data sources required extensive manual duplication of effort, causing chronic delays and costly human errors.

SPRCHRGR designed + implemented a scalable one-stop-shop platform to increase productivity and provide management with real-time visibility and peace of mind.

Features & Benefits

• A custom CRM for tracking customer lists + active contracts + sales pipeline with built-in financial forecasting used for resource allocation planning and improved cash flow management.

• The CRM is directly connected to a project and job scheduling module that provides management dashboard reporting with billable utilization benchmarking while also integrating task schedules directly to Google Calendar, so even remote stakeholders remain aligned in real-time across projects.

• Job costing, revenue recognition, and billing functions all synchronize directly with the accounting general ledger to automate AP + AR and accelerate cash collection cycles while eliminating the potential for human error.

• With our solution, the company benefits from increased accuracy and reduced overhead costs, enabling them to improve profit margins and continue scaling without increasing headcount.

• An added benefit is happier people who spend less time on busywork and more time sharing in success together!