Overview
A connected operating layer linking CRM, quoting, project delivery, and internal visibility for a growing client business.
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Business OS
Business operating System
A connected operating layer linking CRM, quoting, project delivery, and internal visibility for a growing client business.
Zoho CRMQuoting workflowProject delivery toolsReporting layer
Related partners
Zoho
Problem
Commercial, delivery, and reporting activity were split across separate tools and manual workarounds, making it difficult to see the business as one system.
Solution
Espresso restructured the operational flow around the way the client already worked, connected the relevant systems, and reduced duplication across teams.
What was built
Custom workflow logic, connected CRM structures, delivery tooling, automation, and reporting views shaped around day-to-day operating reality.
Systems and platforms involved
Zoho CRMQuoting workflowProject delivery toolsReporting layer
Outcome
The business gained better visibility, less duplicate handling, and a more unified operating rhythm across teams.
More work
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