Custom CRM Solutions | Workflow Automation Small Businesses

Professional Web Design

Website Portfolio

Tselentis Group

corporate clothing

The Propfather

Prop Leasing

Lumen Legal

law

Compsat Installations

Cabling

Onrus Beach Cottage

Accommodation

Tank Crew

Film

Get a Website

Get a Custom App

app development portfolio

The brief

from a Medical Aid brokerage company

Joanne needed a CRM system for her team to manage their client records as well as Medical Aid and Gap Cover queries.

The CRM was linked to her Client Sharepoint respository which in turnsyncs up each client folder to the client record.

The team is also able to now track medical aid/gap cover claim queries and maintain notes for reference purposes.

Automation was added to their CRM that automatically sends birthday greeting emails to clients on their birthdays.

Bulk emailing functionality was added to email clients on selected Medical Aid and Gap Cover plans.

Joanne Stroebel

JST Consulting

I approached Justin in late 2024 to build a CRM system to streamline service for our 2000+ clients. For the first time, someone truly listened to our needs and delivered exactly what we required. We've embraced our new CRM from day one, and any updates or new ideas are implemented quickly and efficiently. We're over the moon with the result — I've already referred three other brokers to him!

The brief

from a Taxation company

Brett reached out to us to build a CRM for his team that would track their clients’ Income Tax journeys from document collection to submission outcome.

Automation was set up to streamline his client take-on process by seamlessly distributing data from the take-on form directly into the CRM.

We also streamlined the document collection process with automated emails that collect and store document attachments in the client’s Sharepoint folder,
thereby reducing the team’s admin workload.

The CRM featured auto-filled due-date fields populated according to set date intervals.
It also included automated MS Teams notifications highlighting the client tax deadlines of each day.

The brief

from an Occupational Health clinic

Barbara needed a CRM that would accurately manage detailed patient records and more importantly to track their examination results.

We also reduced admin time by creating automated examination certificates that embed patient data into pre-designed Microsoft Word templates – all on demand.

Finally, we created intelligent reports on patient data by leveraging the power of Power BI embeeded right into the CRM. This gave the team powerful insight into patient demographics as well as health trends.

The brief

from a Medical Aid brokerage company

Joanne needed a CRM system for her team to manage their client records as well as
Medical Aid and Gap Cover queries.

The CRM was linked to her Client Sharepoint respository which in turnsyncs up each client folder to the client record.

The team is also able to now track medical aid/gap cover claim queries and maintain notes for reference purposes.

Automation was added to their CRM that automatically sends birthday greeting emails to clients on their birthdays.

Bulk emailing functionality was added to email clients on selected Medical Aid and Gap Cover plans.

The brief

from a Taxation company

Brett reached out to us to build a CRM for his team that would track their clients’ Income Tax journeys from document collection to submission outcome.

Automation was set up to streamline his client take-on process by seamlessly distributing data from the take-on form directly into the CRM.

We also streamlined the document collection process with automated emails that collect and store document attachments in the client’s SharePoint folder, thereby reducing the team’s admin workload.

The CRM featured auto-filled due-date fields populated according to set date intervals. It also included MS Teams notifications highlighting the client tax deadlines of each day.

Say Hi!

Use one of the contact methods
below to get in touch or
fill in our contact form on the right.