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Professional Services
Vertex Business Consulting
Deployed the Yosi CRM to consolidate 4 legacy tools into one platform.
5 weeks · Oct – Nov 20254 services delivered
Before / After
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Before
After
Services delivered
BrandingWebsite DesignCRM SolutionsBusiness Automation
Technologies used
Yosi CRMStripeNotion API
Business results
The numbers that matter.
Tools consolidated
41
$8.4k/yr saved
Time-to-invoice
5 dayssame day
-100%
"We replaced Salesforce, Basecamp, DocuSign and FreshBooks with one Yosi engagement. Our team is faster and happier."
James H.
Managing Partner, Vertex Business Consulting