How a fast-growing community brought its CRM, events, tasks and business information into one custom workspace.
The business was growing quickly. They had their marketing systems working. Their CRM was in place. Their events were happening. Their team was getting things done.
But the day-to-day work was still happening in WhatsApp, and the team had no central view of what was happening across the business.
They needed somewhere the whole team could see the work, know what needed to happen and find the information they needed.
The Threefold Method. We deep dive into the business, create the plan, then sort it out.
After the Build Day, it became clear that connecting their existing tools wasn't enough. They needed a place that brought the operational side of the business together.
We looked at what the team needed to manage every day:
Rather than forcing another off-the-shelf project management tool into the business, we built around how they already worked.
We designed a custom Threefold Workspace to give the team one central place to work from.
The workspace brought together the information and workflows they needed most, while keeping their existing tools where they made sense.
We created their custom workspace and brought key business areas into one place: their CRM, project management and task lists.
the team now has one place to see and manage the business.
contacts and customer information are easier to access and manage.
event information and tasks are managed within the same workspace.
work is visible, assigned and easier to keep track of.
the system reflects how the team actually works, rather than forcing them into a generic tool.
more of the business is visible in one place.
A 20-minute call is enough to tell whether we can sort it out for you.
