IdeaLaunch
A CRM designed around the workflow of research consultants and agencies, including leads, clients, requirements, follow-ups, and project pipelines.
The Problem
Research consultants and agencies were managing clients, engagements, and project pipelines through generic CRMs and spreadsheets never designed for how research consulting actually works.
Outcomes
- Gives research consultancies a single source of truth for clients and engagements
- Replaces generic CRM workarounds with workflows built around research consulting
Key Capabilities
- Lead management
- Client management
- Requirements tracking
- Follow-ups
- Project pipeline
Why we built it
Research consultants and agencies were managing clients and engagements through generic CRMs and spreadsheets never designed for how research consulting actually works. We wanted a workspace built around that specific workflow.
What we're learning
We're validating which parts of a research consultancy's pipeline benefit most from a dedicated workspace versus general-purpose tools.
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