We developed a custom CRM system for Audit Consulting Group to optimise internal processes, improve client management and enhance team productivity.
The system was designed to centralise all client data, automate daily operations and provide managers with full visibility over tasks and performance.
By combining a clean interface with powerful functionality, the CRM helps the company efficiently manage clients, monitor deadlines and coordinate team activities in one place.
The CRM includes a comprehensive client management module that allows storing and organising all client-related information in one place.
We implemented a structured task system that allows managers to assign, track and control daily operations.
Each manager has a personalised dashboard with access only to their assigned clients and tasks.
The CRM includes a dedicated section for internal materials and resources to support team operations.
The system provides tools for tracking payments, services and client activity.
The CRM system significantly improved internal efficiency, reduced manual work and enhanced control over client processes.
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