Who this is for
Built for companies that outgrew their processes.
However you got here, the condition is the same: the processes that worked at the old size don't work at the new one.
The money landed.
Now someone wants numbers the current stack was never built to produce, and the answer is a spreadsheet somebody updates on Sunday night.
Two companies, two CRMs.
Sixty days in, the systems still haven't met, and the people are covering the gap by hand.
Best year ever.
The ops lead is doing three jobs. Nobody planned the workflow for this volume because nobody expected this volume.