Custom CRM Builds
A tailored CRM demo, built in half a day
Atchley & Associates
The problem
Atchley & Associates wanted to evaluate a CRM built specifically for a CPA firm's workflow — document intake, client communication, and planning deadlines — before committing to anything. All data shown is fabricated demo data.
What was built
- AI-classified document inbox for incoming client paperwork
- Unified communications timeline per client
- Planning-opportunity calendar for deadline-driven work
By the numbers
Half a day
Build time
Fabricated demo only
Data
AI document classification CRM
Let's talk
Tell me about your business.
Fifteen minutes, no pitch deck. Tell me what's broken and I'll tell you honestly whether I can fix it.