Yael Consulting – Internal CRM to Scale Operations

Client & Context

Yael Consulting, a growing business consultancy, was reaching its operational ceiling. The founder and team were managing clients manually through a mix of Google Sheets, messages, and legacy tools — limiting how many clients they could take on without increasing headcount.

Idea

The core idea was to design and build an analytical tool integrated with an internal CRM tailored exactly to their workflows — not another bloated SaaS, but a lean, custom system that covered lead tracking, onboarding, client work, and team coordination from one place.

Design & Development

Our approach:

• Audited existing processes and tools to define pain points
• Created a requirements document based on direct team input
• Built a React.js + Python app with integration to existing Google Sheets where needed
• Worked in close weekly loops with the founder to refine features and logic
• Prioritized simplicity and speed so the team could onboard quickly

Launch & Impact

• The entire business was migrated to the platform after years of partial systems
• Operations streamlined — onboarding time dropped, communication improved
• No new hires required despite doubling the number of clients

Business Benefits

• Enabled scaling without additional overhead
• Improved team performance by removing manual coordination
• Set the foundation for future automation and reporting