Customers
One business, two sectors
Problem
Too many databases
A company operates in two sectors whose services could benefit many of the same clients. Its departments work from separate databases, leaving teams unable to see each other's clients and missing opportunities to cross-sell or upsell.
What we built
Connected records, visible relationships
We clean and consolidate the client data into about 26 custom CRM modules that update one another. A graph database models relationships across the two sectors, with an ontology and AI retrieval making those connections searchable.
What happened afterwards
Client bases up 3× and 1.5×
Over three years, one sector's client base grew to three times its previous size and the other's to one and a half times.
Business system · AI agent