The client, a rapidly growing Australian SaaS company, offers a project management and CRM platform for small to mid-sized service providers. With a lean team and expanding user base, they struggled to keep up with onboarding, client communication, and CRM updates. Lacking admin support, response times slipped, especially post-demo. Core development slowed due to time spent on low-leverage tasks. To scale effectively without sacrificing customer experience, they needed a solution that maintained responsiveness and consistency without adding full-time local hires.
Cloudriva solutions
The team faced high onboarding and demo scheduling loads, lacked admin and CRM support, saw delays in post-demo follow-ups, and needed to scale without hurting customer experience or core development.
Admin tasks
Tackle essential admin tasks efficiently to boost daily business operations.
Client support
Elevate your client support experience with faster responses and real care.
Results
After 30 days, the company saw a 35% reduction in onboarding time, reclaimed 12-15 hours per week from admin tasks, and improved lead response time from 6 to under 2 hours. CRM hygiene improved, supporting a consistent sales pipeline. The support specialist integrated with the team, contributing to ops check-ins & workflow improvements.
