RiskBase helps organizations comply with the requirements of the Fire Safety Act and UK fire safety regulations. Through its mobile application, it helps its clients navigate a complex regulatory landscape.

The major challenge lay in the inefficiency of tracking these leads, which were constantly growing in number and coming from various channels. The absence of a centralized platform made it difficult to track the entire sales cycle: from the very first contact to onboarding, including platform demos and ongoing client account management. This fragmentation led to information loss, inconsistent follow-ups, and a fragmented view of client engagement.

At the same time, each new client required the implementation of a tailor-made onboarding project on the mobile application, and the tracking of these multiple projects was also disorganized. RiskBase's urgent need was therefore to implement a solution allowing for fully integrated and structured sales management and client onboarding project tracking, in order to transform a growth opportunity into operational success.

To address the challenges, the implemented solution was Monday CRM, a comprehensive platform that transcends the functionalities of a traditional CRM traditional. This implementation allowed for the integration of not only the entire sales cycle – from lead acquisition to opportunity management – but also all essential post-sales stages, such as onboarding project tracking, in-depth account management, and client support.

Thanks to Monday CRM, RiskBase structured its prospecting and optimized its clients' purchasing journey, gaining fluidity and consistency, with impeccable client follow-up.