Integrated CRM and Project Management for Agencies

Business Idea Concept.
Mid-sized agencies often struggle with a disconnect between client acquisition and project execution due to disparate CRM and project management tools. This integrated platform addresses this by unifying sales and delivery processes.
Users benefit from seamless transition from sales to project management, minimized miscommunication, and improved efficiency with one system. Features include project outcome forecasting and resource allocation via AI, allowing for better decision-making and project planning efficiencies.

Innovation at the Core.
User Persona.
Key Features.
Market Size.
MVP Cost Short
Breakdown.
Research & Development
Includes prototyping and feature development.
Component/Material Sourcing
Infrastructure for the SaaS platform.
Design & Branding
User interface and marketing design.
Initial Production / Build
Setting up initial deployment infrastructure.
Testing & Certification
Performance and usability testing.
Total
MVP ready for demonstration and pilot studies
$100.0M*
*These are rough estimates. For more precise calculations, generate a Business plan based on the chosen Business Idea.
Major Competitors.
Competitors offering CRM and project management tools individually but not often fully integrated.
Asana
HubSpot
Monday.com
ClickUp
Salesforce