How We Integrated MS Forms with SugarCRM for Our Tax Service Client To Automate Customer Data Collection
CRMLite CRMProcess AutomationSystem Integration
CASE STUDY

How We Integrated MS Forms with SugarCRM for Our Tax Service Client To Automate Customer Data Collection

We developed an automation plugin for Microsoft Forms inside SugarCRM to automate customer surveys and reduce manual workflow process for our tax service client.

How we transformed CRM for our law industry client to improve user & customer experience.
CRMCRM SystemsLite CRMProcess AutomationSystem IntegrationUX Design
CASE STUDY

How we transformed CRM for our law industry client to improve user & customer experience.

The objective of CRM customization was to create an end-to-end CRM tool that performs all the functions for the front, middle, and back-office.

Integrating Quickbooks with a BeSpoke CRM
CRM SystemsLite CRMProcess AutomationSystem Integration
CASE STUDY

Integrating Quickbooks with a BeSpoke CRM

Incorrect info in the system can confuse the team, cause irregular cash flow for the organization, and result in a bad customer experience.