Dashboards and project tracking
Key indicators and real-time management views.
Organise
Simple tools that save your teams time
Multiple spreadsheets, lost emails, re-keying: small organisations lose a great deal of time for lack of suitable tools. CTGB designs dashboards, document spaces, CRMs and automations in proportion to your needs, then trains your teams to use them.
The situations we resolve
- Information re-keyed into several files
- No overall view of ongoing projects
- Tools that were bought but never adopted
What you get
- A single, reliable source for your data
- Automated administrative workflows
- Reversible, documented tools handed over to your teams
Engagement details
Six engagements, available separately
Document spaces and property databases
Digital organisation of documents and property records.
CRM and contact tracking
Setting up a customer relationship management tool.
Automating administrative workflows
Automated forms, approvals, reminders and notifications.
Data integration, migration and quality
Migrating existing data, cleansing and making it reliable.
Tool support and handover
Training, documentation and handover of access at the end of the engagement.
Our scope, fully transparent
Configurations, formats and access for handover are agreed and provided to the client to guarantee reversibility. Personal data is processed in accordance with the GDPR.
Need support with digital tools?
Tell us what you need: we will get back to you within two working days with an initial assessment and a proposed scope.