Industry
Finance
Audience
B2B
Country
France
Services
Collaboration & productivity, HR and project management software
Challenges
The agency needed to streamline its investment, fundraising and legal operations.
Solutions
Implementation of ClickUp with dedicated spaces and automated pipelines for each team.
Results
Improved collaboration, streamlined processes and a better overview of operations thanks to a high degree of customization and task automation.
Streamline your operations with an all-in-one solution
Digitizing and streamlining operations with ClickUp
For Founders Futurewe've set up ClickUp with two dedicated areas, offering a simple pipeline for each team.
Everything was automated, including automatic sub-tasks at every stage and smooth transitions when sub-tasks were resolved. We also integrated the administrative, recruitment, HR and software management departments into the solution.
The results speak for themselves: a significant increase in collaboration and information sharing, an overview of projects, and standardized processes. All the company's activities are centralized in a single solution, whether they concern projects, HR, administration or marketing.
SSO integration, server localization in the EU, and a high degree of customization (branding, portal, etc.) further enhance the tool's efficiency and security.