Summary

Internal: Full CRM + invoicing, bank import, Gmail-to-lead, deal tracking, expenses & P/L.

Problem Statement

Running a consulting business requires tracking deals, invoices, and finances across multiple disconnected tools. Without integrated systems, it’s hard to understand true profitability per project or maintain accurate pipeline forecasts.

Details

Covers contacts/companies/pipelines plus invoicing and payment tracking. Bank feeds classify revenue and expenses; Chrome helper converts Gmail threads into leads/opportunities.

Reporting includes bookings vs. cash collected, AR, expense categories, and project-level P&L; used for day-to-day operations.

Images

What We Learned

Integrating bank data directly into CRM provides real-time P&L visibility. A Gmail-to-CRM Chrome extension dramatically reduces data entry friction. Automatic expense categorization and project-level profitability tracking reveals which client types and project scopes are most valuable.