CRM
Before
The previous CRM had no API for connecting other tools.
With the new system
Records migrated to a replacement CRM with an API tested for the required integrations.
Case study / Recruitment agency
A website, CRM and custom tools for a recruitment agency.
We replaced a CRM that could not connect to other software, built the agency’s website, and developed applications for clients and staff.
Ongoing development and support
The engagement
The agency needed development and product support as it grew. Launched selected and migrated the CRM, connected the business tools, and built sales dashboards and custom applications. We continue to work with the business as its technology and product team.
- Client
- Restricted (NDA)
- Sector
- Recruitment, B2B
- Stage
- Revenue, scaling
- Scope
- Ongoing tech and product team
- Scope includes
- Website · CRM · Automation · Applications
- Status
- Ongoing development
The business need.
The existing recruitment CRM had no API, so it could not connect to the website, marketing tools or custom applications. Its workflows also limited how the team could manage their work. The agency had no in-house engineering team to replace it or build the tools they needed.
What the project needed to achieve
Replace the CRM with one that could support integrations, migrate the existing records, and build the website and applications around it. Provide ongoing development and product support, including the infrastructure needed to run the software.
Delivery
What we built.
website · SEO · CRM migration · data hub · automation · custom apps · infrastructure
01
Website and enquiries
Built the agency’s website, including the SEO setup and enquiry forms for prospective clients.
02
CRM and integrations
Selected a replacement CRM, tested its API and migrated the agency’s records. Set up Airtable to store data for the custom tools, with n8n automations connecting the systems.
03
Custom apps
Built applications for clients and staff, with the data stored in Airtable. Set up Docker environments to run the applications.
04
Sales dashboards
Built dashboards showing the sales pipeline, team activity and rewards, giving the founder and sales team a shared view of their work.
What changed.
The agency now uses a CRM that supports integrations, alongside its website, custom applications and sales dashboards. Launched continues to develop and maintain the systems as the business’s requirements change.
Applications
Before
No in-house engineering team to build client and staff tools.
With the new system
Custom applications built and run by Launched, with ongoing product and development support.
Sales reporting
Before
The team needed a shared view of pipeline, activity and rewards.
With the new system
Dashboards bring those views into the tools used by the sales team.
“The old CRM told us how to work. The new one works how we do. Everything else got built around it.”
How can we help you work better?
You don’t need a brief or a solution in mind. Tell us what’s proving difficult or what you’d like to improve. We’ll explore the options together and agree where to start.