Case Study: UK-Based MSP Startup achieves a scalable, customizable all-in-one CRM foundation with WORKetc

UK-based MSP Startup - Customer Case Study

A UK-based managed services startup planning cloud consulting for lawyers, accountants and other professional firms chose not to launch until it had an all-in-one CRM to act as the business hub. The founder needed a flexible system that would handle contacts, lead and sales management, project workflows and timesheets from day one for an initial five users (growing to ten in year two).

They implemented WORK[etc], using its contact consolidation (email add‑ins, Google sync, web forms and imports), activity histories, customizable sales module with lead grid and pipeline, and timesheet/calendar tools with custom fields for vacation approvals. The result is a single, scalable platform that centralizes client data, streamlines sales and billing workflows, and can be tailored as the company grows.