Replacing Spreadsheet Chaos With a Custom CRM for a 30-Agent Team
A digital services company ran client work, payments, and agent tasks across disconnected spreadsheets. Fliptron designed and built a custom CRM around their actual workflow.
The Challenge
Thirty agents tracked clients in personal spreadsheets with no shared source of truth. Management assembled reports manually every week, payments were reconciled by hand, and follow-ups depended entirely on individual memory. Two clients had been contacted by different agents with conflicting information in the same week.
What Fliptron Did
- Mapped the company's real workflow across sales, delivery, and payments before writing any code
- Built a role-based CRM: agent dashboards, team-lead views, and a management reporting layer
- Centralized client records with full conversation and payment history per account
- Automated follow-up reminders, task assignment, and payment status tracking
- Integrated reporting that replaced the weekly manual spreadsheet assembly entirely
The Results
Manual reporting time dropped from a full day per week to zero. Missed follow-ups became rare enough to track individually, and management gained a live view of workload and revenue for the first time.
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