PROJECT OPERATIONS · MARKETING COMPANY · BELGIUM
One workspace for every lead, project and client approval.
A custom project management and client approval platform that replaced spreadsheets, email threads, notes and generic SaaS tools with one connected operating system.
Built for a seven-person marketing team, the platform connects the complete journey from first lead to project delivery and client approval.
Operations dashboard
Leads, proposals, follow-ups and active projects share one operational view, making the next action visible to the whole team.
Company identity withheld. Interfaces use anonymised demonstration data based on the delivered workflow.
One system across the operation.
PIPELINE
- Lead pipeline CRM
- Follow-ups
- Daily priorities
- Quotation tracking
PROJECTS
- Project management
- Tasks & deadlines
- Documents
- Project status
CLIENTS
- Client workspace
- Project updates
- Approvals
- Change requests
ADMINISTRATION
- Team visibility
- Communication history
- Reporting
- Role-based access
The platform connects lead generation, project delivery, client communication and approvals within one operational workspace.
BEFORE
Leads, quotations, deadlines, project information and approvals were scattered across spreadsheets, email, notes and separate tools.
AFTER
One connected environment gives the team and each client a clear view of the next action, project status and approval history.