One Place for Every Project, from First Call to Renewal

Every project in our company lived in a different place: a spreadsheet here, an email thread there, a memory somewhere else. I designed one system that tells the whole story, from the first sales call to the renewal. The problem Projects passed through many hands: sales, tendering, delivery, audits, certificates . Each team kept its own notes, so nobody could say where a project stood or whether it was making money. The ask was simple: one place to follow a project from start to finish, and see its profit or loss. Two things made it tricky. First, this is a system for records, not for control

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• #saas