Industry
B2C services & associations
Audience
B2C
Country
France
Services
Collaboration & Productivity, Project Management & Sales Software
Challenges
The founder did not know how to integrate project management software into an already digitalized and complex environment to streamline his sales and ease his administrative management.
Solutions
We repurposed ClickUp's project software into a CRM and administrative task management system. We automated communications and integrated the software into the existing digital ecosystem.
Results
Unification of sales and project management, improvement of administrative efficiency and faster customer search.
Automate your processes for greater efficiency
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Automation and integration of sales and administrative management with ClickUp
For VMP Services, we integrated ClickUp as a CRM to transform their business management.
We created a sales pipeline with relevant custom fields for automatic mapping from Tally, and set up automated email communication with opportunities.
The system also enables intelligent cross-mapping of clients and experts based on their location, facilitating administrative onboarding. We've added features to monitor government availability with automatic reminders.
The results are clear: ClickUp has become an automated hub that unifies sales and project management. Contract signing is faster, onboarding is simplified, administrative document collection is accelerated, and the system enables smarter matching between clients and government agencies. In addition, automated reminders allow for more efficient follow-up with government agencies.