Onion CRM
OnionCRM is a forward-thinking company dedicated to delivering innovative and user-centric CRM solutions. By empowering businesses with tools to streamline customer relationships and boost operational efficiency, they’ve established themselves as a trusted name in the CRM industry.
Our role in supporting OnionCRM focuses on enhancing their operational backbone, ensuring their systems run smoothly and efficiently. Through our partnership, we’re helping them maintain their commitment to excellence while enabling them to scale confidently and continue developing cutting-edge customer management solutions.
The Challenge
OnionCRM wanted to delegate some of their more standardised tasks so that they could focus on their other initiatives. We worked with them to not only learn their systems and take on these tasks, but also to make recommendations for additional optimisation opportunities we identified.
Project Seven Solution
- Learning and documenting customer processes
- Optimising task efficiency
- Entering invoices and expenses on behalf of the business
- Invoicing customers on behalf of the client
- CRM management
- Timesheet management and data entry against specific projects
- IT support for internal systems
- Reporting
The Results
- Increased efficiency
- Ensured that information was regularly and accurately entered into the system to enable prompt invoicing each month
- Tasks managed consistently over time with accurate documentation to support
