The client currently relies on an outdated legacy CRM system built on a Joomla-based platform, which is difficult to support, has an outdated user interface, limited data filtering and reporting capabilities, and lacks mobile and cloud integration. These issues hinder efficient client and project management, reduce productivity, and increase operational costs. The client needs a scalable, intuitive, and integrated CRM solution that enhances data management and user experience to improve overall business performance.
A mid-sized engineering and environmental consulting company specializing in environmental compliance, sustainability, engineering, and construction management, seeking to modernize their client and project management processes.
By implementing the new cloud-based CRM solution, the client is expected to experience a 70% reduction in licensing and operational costs compared to traditional CRM platforms. Improved data management and automation capabilities will streamline workflows, enhance user productivity, and support better decision-making through advanced reporting. The modern interface and mobile access will increase user adoption and satisfaction, ultimately leading to more efficient project and client management across the organization.