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In production

A stakeholder CRM for a national training organisation

A purpose-built stakeholder and follow-up tracker replacing an unstable low-code app — contacts, interactions and scheduled reminders with Microsoft 365 sign-in.

A national training organisation at work
01

The challenge

A national training organisation tracked its stakeholders and follow-ups in a low-code app that had become unstable and hard to trust — exactly the kind of tool that fails right when you need it.

02

Our approach

A purpose-built stakeholder and follow-up tracker — contacts, interactions and scheduled reminders — with Microsoft 365 sign-in, replacing the fragile app on a stack built to last.

03

The outcome

A CRM the team relies on, with reminders that fire on time instead of getting lost. In production.

What it took

Contacts & interactionsScheduled remindersMicrosoft 365 SSOReplaced a low-code app
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In the frame.

Training organisation at work
The CRM on screen
People and follow-ups