Custom CRM with automated client-payment chasing
A bespoke CRM built around how the business actually works, with invoice chasing that runs itself.
The challenge
Off-the-shelf CRMs never quite fit the way the team worked, and chasing overdue invoices was a manual job that quietly slipped when everyone got busy.
What we built
A custom CRM shaped around their real pipeline, connected to their accounting system. Overdue invoices now trigger a polite, scheduled chase sequence automatically, with escalation rules and a clear audit trail of who was contacted and when.
The result
Payment chasing happens on time, every time, without anyone remembering to do it, and the team works from one system instead of several spreadsheets.
We don’t show screenshots or logos for this project. Much of our work involves internal systems and sensitive data, so we keep client details confidential to protect their privacy. We’re happy to talk through specifics on a call.
Want to see similar results?
Share your brief and we’ll scope the experiments, teams, and SLAs to hit your next revenue milestone.