INVESTMENT EDUCATIONSWEDEN2025 TO 2026
Investeringsklubben
The problem
KPIs lived across Airtable, spreadsheets and a CRM. The no code tools computed composite rates wrong, and every team read different numbers.
The outcome
One source of truth the whole team opens daily. Leadership, sales and coaching read the same numbers.
What we built
- Custom KPI dashboard and API with tested, audit logged calculations
- Sales call logging from Slack straight into the CRM
- Lead scoring pipeline that writes back to the CRM before each webinar
- Funnel automations connecting webinars, payments and follow up