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CRM BUILD OUT - BENIRATIO FINANCES
BeniRatio Finances provide financial support and helps business owners make sensible financial decisions so that they can run financially successful businesses. We helped them to build their CRM system that allows them to manage their clients efficiently.
Deliverables
- Intake forms template
- Canned emails
- Schedulers
- Integrations
- Automated workflows
- SOP Workflow
- Custom design client portal
CHALLENGES
Before working with us BeniRatio was struggling with organisation and conducting manual tasks that often resulted in meetings being double booked, inconsistent or incorrect client information during meetings and stress. This affected their client experiences.
SOLUTION
We helped BeniRatio to implement a CRM system using Dubsado. This helped to manage clients much more effectively.
After working with us client processes were streamlined which meant that clients could now book meetings with BeniRatio without the double booking. Correct information was presented during the meetings and there was consistent client experiences which means all clients went through the same process. BeniRatio was no longer overwhelmed meetings and could finally provide a good service.
As a result BeniRatio has made more money in her business and now retaining clients through her client management system.
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TESTIMONIALS
This is the woman who has helped me put my systems together. When you see the links and buttons to pay, it's all Phebi. She has helped get my life together. Phebi communicated throughout the project. I would definitely with with her again.
Benedicta, Founder & Head Accountant of BeniRatio Finances
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