Industry: Personal tax

Existing software solutions: Relying on Microsoft Access to maintain client records and manage invoicing

Problems: Requirement to enable sales and admin team to work seamlessly together to simplify management of client relationships, automate communications to clients and provide management level oversight of invoicing and team activity.

Solution: End-to-end customized solution extending standard CRM functionalities with automated workflows, tracked communications (via 3rd party integration) and detailed reporting tailored to specific business needs. 

Tools used: PowerApps, Power Automate, Power BI, SendGrid integration, PowerApps mobile

Time to deploy: 2 months, including importing of existing data

Results: fully automated internal processes, robust and secure maintenance of client information, and far more insightful management reports. Business has seen a significant reduction in administrative burden, increased operational efficiencies and containment of bad -debts from non-paying clients.