CRM DevelopmentMeridian Advisory Group
A CRM built around how they actually work — not the other way around
A
The Situation
Meridian had been forcing their client management workflow into a generic SaaS CRM for two years. Half the fields were unused. Their team had built a parallel system in spreadsheets. Nothing connected.
What We Built
We mapped how their team actually tracks clients, renewals, internal notes, and escalations — then built a custom CRM on top of their existing infrastructure. Clean pipeline views per relationship manager, automated renewal reminders 60 and 30 days out, and a client health score based on recency and engagement.
The Result
Spreadsheet usage dropped to zero within six weeks. Client retention improved by 18% over two quarters.
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