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The operating system behind the business.

A modular CRM that runs Accumentum's daily operations: every inquiry, conversation, invoice and campaign in one place.

01 · Project identity

Full Service CRM

  • Accumentum venture
  • Built by our team
Industry
Operations
Disciplines
Platform engineering
Classification
Owned and operated by Accumentum; designed and engineered by our team
Operations CRM dashboard with revenue, enrollments and sales pipeline, flanked by campaign and reporting screens
02 · Challenge

Work spread across too many tools.

Sales, billing and outreach were spread across separate tools, each holding part of the customer's story.

The team needed one place to see what needs attention today, without forcing the business to bend around generic software.

03 · Strategy

Build around how the team works.

We started from the team's real process, from first inquiry to paid enrollment, and modeled the system on it.

Everything is modular: a focused core first, with capabilities added as the business needs them.

04 · Design & build

What we made.

Leads, contacts & pipeline

Every inquiry captured, with focused views of what needs follow-up today.

Invoicing & payments

Invoices, online payments and payment plans alongside the customer record.

Campaigns

On-brand email, text and social outreach planned and sent from one place.

Reporting & compliance

Operational views that answer real questions, with preferences honored automatically.

05 · Delivery

Our role and scope.

  • Process discovery and system design
  • Full-stack engineering of the core and each module
  • Data migration from earlier tools
  • Ongoing operation and new modules as the business grows
06 · Results

What changed.

  • Sales, billing and outreach now run from a single system the team uses every day.
  • Inquiries from the public sites arrive as actionable records, ready for follow-up.
  • The same modular CRM is now tailored for other businesses.
07 · Next step

Related work.

Build something with us.

Share the problem and the ambition. We reply personally to every inquiry.