A CRM connected to Scale Ventures' project and task management
Contact, company and opportunity management was integrated with Scale Ventures' project and task workspace in Notion. The delivery configured the CRM backend, relationships and dashboards, with a supporting tutorial.
The starting point.
The team needed to organize its professional relationships and connect contacts and companies with its existing projects. The system needed to bring sales context and work together without relying on remembering scattered information.
How we did it.
The CRM backend was built, its relationships were integrated with the existing system and dashboards were configured. The delivery brings together tasks, projects, opportunities, contacts and companies, with a usage tutorial and a subsequent data update.
What changed.
CRM backend
Backend development recorded as completed.
Integrated relationships
Integration of CRM relationships with the existing system.
Configured dashboards
CRM work views developed and recorded as completed.
Supported handover
The CRM tutorial and migration of updated data recorded as completed.
“They gave us a clear path from definition to delivery. They did not hesitate to challenge our ideas and reframe them to make the result more functional, exactly what you expect from consultants. The workspace they built is used daily by the whole team. Highly recommended.”
Tools used
More case studies
Other teams that chose a more organized way of working.
BIZFI.IO
A Notion workspace bringing together BizFi.io's sales operations and development space
1
shared space connecting the sales, operations and development teams
Grupo Mexlab
Centralized Notion system to coordinate multiple companies and projects
+3 companies
coordinated in a single workspace
Let's talk.
Book a free intro session so we can understand where you stand and how we can help. No strings attached.
or write to us at info@theoptimalflow.com