Professional Services Case Study
Kestrel Advisors
A CRM integrated directly with proposal and invoicing workflows.
-37%Approval Time
The Challenge
Where things stood before
Kestrel Advisors's biggest obstacle was a patchwork of tools that never gave a clear, current picture of the business — something their team had tried to patch more than once without lasting success.
It wasn't a small fix — the underlying structure needed to change, not just the surface.
The Solution
What we built
Rather than jumping straight to a fix, we spent time understanding the specific shape of the problem first.
From there, a CRM integrated directly with proposal and invoicing workflows, built specifically around what Kestrel Advisors needed.
- Delivered within a 5-week timeline without cutting scope
- Tested thoroughly before launch to avoid post-launch surprises
- Structured so Kestrel Advisors's own team could maintain it going forward
- Designed around Kestrel Advisors's actual workflow, not a generic template
Results
The impact, by the numbers
-37%
Approval Time
+33%
Reporting Accuracy
96.6%
Team Adoption
+41%
Time Saved Weekly
Tech Stack
Built with
ReactNode.jsPostgreSQLREST API
Ashcombe Software
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