Industry
Personal services
Audience
B2C
Country
France
Services
Collaboration & productivity, Project management software and sales
Challenges
The founder didn't know how to integrate project management software into an already digitized and complex environment to streamline his sales and ease his administrative management.
Solutions
We turned ClickUp's project software into a CRM and administrative task manager. We automated communications and integrated the software into the existing digital ecosystem.
Results
Unify sales and project management, improve administrative efficiency and find customers faster.
Automate your processes for greater efficiency
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Automate and integrate sales and administrative management with ClickUp
For VMP Services, we integrated ClickUp as a CRM to transform their sales management.
We created a sales pipeline with relevant custom fields for automatic mapping from Tally, and set up automated email communication with opportunities.
The system also enables intelligent cross-mapping of customers and experts according to their location, facilitating administrative onboarding. We've added features to monitor the availability of public administrations with automatic reminders.
The results are clear: ClickUp has become an automated hub that unifies sales and project management. Contracts are signed more quickly, onboarding is simplified, the collection of administrative documents is accelerated, and the system enables more intelligent matching between customers and administrations. What's more, automated reminders make it possible to follow up with the authorities more efficiently.