Employment services company · Sales & Marketing · Custom software
A tailor-made CRM that replaced Excel
A custom CRM and sales enablement system for a company that helps people get back to work.
The problem
The team tried HubSpot, Pipedrive and other tools, but none fitted how they work — so they kept going back to Excel.
How it works
- 01
One shared system
All contacts and job seekers live in one system the whole team — and leadership — uses.
- 02
Automated sales process
The sales process runs from A to B with automated tasks and follow-ups across email.
- 03
Sales overview
Each seller sees where every lead stands and what to do next.
- 04
Coaching app
One-on-one coaching sessions are recorded in a built-in app, so each candidate's full profile and history sit in one place.
What changed
- The team stopped working out of Excel
- Less admin, more time calling new job seekers
- Complete data and profile for every candidate