Custom CRM & Operations Management System
Meridian was managing 300+ active client relationships across spreadsheets, email threads, and a basic contact database. Leads were falling through the cracks, billing was manual, and account managers had no visibility into client history. They were losing an estimated $400K/year from poor follow-up.
We built a fully custom CRM tailored to their professional services workflows — including lead pipeline management, automated follow-up sequences, client communication history, project tracking, invoicing, and a management analytics dashboard. All integrated via API with their existing email and accounting tools.
Business Analysis
Spent 2 weeks mapping their exact workflows, pain points, and must-have vs nice-to-have features before writing a single line of code.
Data Architecture
Designed a PostgreSQL schema supporting all CRM entities with full audit trail, soft deletes, and multi-office access controls.
Build & Integrate
Built the CRM core, then integrated with their existing Gmail, Outlook, and accounting software via REST APIs with webhook-based sync.
Training & Handover
Ran onboarding workshops for the 12-person team, migrated 5 years of historical data, and provided 90-day hypercare support.
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