The company specializes in food safety, offering its clients sampling and analysis contracts, audits, and training. Services are delivered by its employees as well as by external laboratories and providers.

The activity was managed «manually» with post-it notes, Excel files (collections to be done, analyses in progress, etc.), loads of emails, and an old CRM that couldn't even contain their entire client directory. Many things depended on the presence of the people who had them in mind.

The frictions, delays, oversights or misunderstandings were numerous, impacting the company's performance and significantly increasing the workload of the teams.

The new management taking over the company saw an Axxun webinar on Monday CRM and saw a solution in it.

Thanks to Monday CRM, we have implemented a setup integrating the entire value chain of the company: prospecting, contracting, mission orders, tour organization, financial and administrative tracking, project management, task and team organization, reporting and activity monitoring.

We now have a single solution that is not only our custom CRM but also allows us to manage everything a classic CRM would not: tours, projects, tasks, team scheduling.

For example, advanced automations manage contracts by triggering renewal or billing processes, mission orders at defined intervals for analyses, etc. Employees can plan their collection rounds and track laboratory analyses with new simplicity.