Connecting CRM, billing, and onboarding for a growing firm
We integrated a disconnected stack of tools and automated client onboarding, eliminating duplicate data entry and giving the firm a clean, reliable view of every engagement.
Hawthorne Advisory Group
Professional Services
- Onboarding time saved
- 60%
- Duplicate entry removed
- 100%
- Tools connected
- 5
Onboarding time saved
Duplicate entry removed
Tools connected
Services
- CRM Automation
- API Integrations
- Business Process Automation
Engagement
10-week engagement
Where they started
New client information was entered separately into the CRM, billing system, and document tools, leading to inconsistent records and wasted hours.
Onboarding relied on a manual checklist that was easy to miss steps on, creating an uneven experience for new clients.
How we worked through it
A practical process designed to create value quickly and keep the client in control at every step.
Stack audit
We inventoried every tool and traced exactly where the same data was being entered more than once.
Integration design
We designed a connected flow so a single record creation triggers updates across every system automatically.
Onboarding automation
We turned the manual onboarding checklist into an automated sequence with built-in reminders and handoffs.
What we built
- A single point of entry for new clients that automatically syncs to the CRM, billing platform, and document tools.
- An automated onboarding sequence that triggers the right tasks, emails, and document requests at each stage.
- Consistent, deduplicated records across all five connected systems, with clear ownership of each step.
The results
- Client onboarding time was cut by 60%, with a more consistent and professional experience for every new engagement.
- Duplicate data entry was eliminated entirely across five connected tools.
- The team now trusts their CRM as a single source of truth for the full client lifecycle.
We were drowning in copy-paste work between systems. Now a single entry flows everywhere it needs to, and onboarding finally feels effortless.
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