WhatsApp workflow
Connects with the team's WhatsApp channels and helps staff avoid missing important messages.
How Suits Finance Built a More Connected Operation with Four Custom Tools
WhatsApp, intellectual property, CRM quality and sales tax workflows brought into purpose-built systems
“We enjoy working together with Khairos and Mattia. They work very fast and always give good prices. They help us with insights that they see in the industry and help us apply them in our company.”
The Problem
Several important workflows relied on separate systems and manual checks. The team needed a better way to keep up with WhatsApp messages, manage intellectual property work, maintain CRM quality and handle US sales tax data.
What We Built
We delivered four custom tools around the way Suits Finance works: a WhatsApp tool that helps staff catch and handle messages, a platform for their intellectual property process, CRM monitoring that flags when work is not completed correctly, and a Shopify tax app for US sales tax tracking.
The Partnership
Instead of forcing one generic product across the business, each tool addresses a specific operational need. Suits Finance gets practical systems that fit its team, while Khairos continues to bring relevant industry insights into the work.
IP process platform
A custom platform that streamlines the firm's intellectual property process.
CRM monitoring
Monitors CRM activity and helps ensure the right steps are completed properly.
US sales tax app
A custom Shopify app that supports sales tax tracking and reporting.
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