CRM System
Replaced dozens of spreadsheets with one tool. ~70% faster operations.
The company was running its entire operation across dozens of disconnected spreadsheets. Data was duplicated, out of sync, and every task required manual copy-pasting between files. It was slow, error-prone, and couldn't scale as the team grew.
Sat down with the team, mapped out every workflow from quoting to invoicing, and built a single custom tool that replaced all the spreadsheets. Everything now lives in one place with clear ownership and automated handoffs.
The system covers quoting, job tracking, invoicing, and reporting. What used to take a full day of copying between sheets now happens automatically. We also built a live dashboard so management sees bottlenecks in real time instead of waiting for weekly reports. The team onboarded within a week and hasn't opened a spreadsheet for operations since.