End-to-End Agency Management & CRM-to-Cash Platform

Challenge

The client needed a single platform to unify their entire commercial workflow from lead capture through contract execution to financial settlement. They were juggling multiple disconnected tools for CRM, proposals, invoicing, and accounting, with no automated payment allocation.

Our approach

We built an end-to-end CRM-to-cash platform unifying lead management, client tracking, proposals, contracts, and automated financial operations. The system supports milestone-based contracts with invoicing and payments, and features automated fund allocation via a posting engine. We implemented an immutable auditable ledger, bank reconciliation, public client and vendor portals, RBAC, entity management, and comprehensive audit logging.