At a Glance Industry: B2B SaaS — workflow automation product for mid-market Scale: 60-person commercial team (sales, marketing, customer success, support), ~$18M ARR at engagement Region: Headquartered in North America, customers in 30+ countries Engagement type: Salesforce → SuiteCRM Migration with custom workflow rebuild, ongoing Managed Support Investment: $35,000 migration + $4,500/month managed services Timeline: 8 weeks migration + 4 weeks stabilization Status: Live for 14...

At a Glance Industry: Healthcare — outpatient clinic group (primary care and specialty services) Scale: 12 clinic locations, ~140 clinical and administrative staff, ~85,000 active patients Region: North America, multi-state operations Engagement type: SuiteCRM Implementation with EMR integration and ongoing Managed Support Investment: $45,000 implementation + $4,500/month managed support (HIPAA-aligned) Timeline: 10 weeks discovery through go-live Status: Live for 18 months, stable, in active expansion to...