A stakeholder CRM for a national training organisation
A purpose-built stakeholder and follow-up tracker replacing an unstable low-code app — contacts, interactions and scheduled reminders with Microsoft 365 sign-in.
The challenge
A national training organisation tracked its stakeholders and follow-ups in a low-code app that had become unstable and hard to trust — exactly the kind of tool that fails right when you need it.
Our approach
A purpose-built stakeholder and follow-up tracker — contacts, interactions and scheduled reminders — with Microsoft 365 sign-in, replacing the fragile app on a stack built to last.
The outcome
A CRM the team relies on, with reminders that fire on time instead of getting lost. In production.
What it took
A closer look.
Illustrative photography — we never publish a client's real screens or data.
Something like this for you.
Tell us about the system you've outgrown. We'll tell you honestly what it would take.