Enterprise CRM & Compliance Platform

Overview

A professional services firm managing 130+ business clients and dozens of individual clients across two operating entities needed to replace their fragmented spreadsheet-based operations with a unified platform. We built a full-stack CRM featuring centralized client and people management across both entities, contract lifecycle tracking with automatic 10% fee escalation at renewal, a statutory compliance calendar with industry-specific playbooks for sectors like hospitality and agriculture, immigration and work permit tracking, asset compliance monitoring for properties and vehicles, automated task generation, and role-based dashboards for supervisors and account managers. The platform consolidated six disconnected spreadsheets into one source of truth and eliminated missed compliance deadlines.

Key Features

• Dual-entity client management (business and individual profiles)
• Contract tracking with automatic renewal alerts and fee escalation
• Industry-specific compliance playbooks (configurable per sector)
• Immigration and work permit expiry tracking
• Asset compliance monitoring (properties, vehicles, licenses)
• Automated task generation and staff workload management
• Invoice scheduling with overdue payment alerts
• Role-based access control with full audit trail
• Executive and supervisor dashboards