The challenge
A growing consulting firm started as a solopreneur operation. The founder needed CRM capabilities for accounts and deals, a way to manage projects and todos, and reminders for recurring tasks like subscription renewals. Planning was limited to one week ahead.
The solution
Oneintelligent matched the firm's workflow from day one. CRM handled accounts and deals. Projects and Todos managed client engagements. Reminders tracked renewals. As the firm grew, the Roadmap feature enabled longer-term planning. HR onboarding and intern evaluation became data-driven instead of gut-feel.
The results
The founder can now plan two months ahead — up from just one week when the firm started. Intern evaluation time was cut from six months to one month using time-log and data-driven features.
"A second brain for our ops. I can't remember everything — Oneintelligent holds our entire business data plus the intelligence to move us forward." — Founder, Consulting Firm