Solving Sales Ops for a Global Coaching Business
BlackWood GmbH aids aspiring entrepreneurs on cross-border operations within the EU, focusing primarily on Austria and Germany. They manage contracts, payments, tax compliance, and legal documentation for international clients and companies. Their previous processes relied on HubSpot, manual documents, Elopage, and EasyBill, lacking clear user permissions, which posed privacy risks. Order management was inefficient and prone to errors, particularly in complex tax situations.
To address these challenges, we developed a custom CRM and payment system that integrates order creation, client onboarding, payment processing, and invoicing into a single, efficient platform. This solution features automated synchronization with HubSpot, Stripe checkout, automated invoicing through EasyBill, user roles with permission management, and logic for various tax scenarios. Agents can now easily create client orders, send checkout links, and generate legally compliant PDF confirmations and invoices with minimal manual effort.
Key Components of the Solution: The CRM encompasses a comprehensive order and payment system that seamlessly integrates HubSpot, Stripe, and EasyBill. It simplifies the process from order creation to sending checkout links, confirming legal agreements, and generating invoices. Many fields are automatically populated from HubSpot, tax regulations are applied based on client type and country, and the system effectively manages both individual and corporate cases with precise logic and legal compliance. Administrators can directly manage integrations within the CRM, assign specific roles and permissions, and keep the interface user-friendly by hiding unused features when integrations are disabled.
Key Metrics: