Strive: An operating platform for over 500 B2B clients
Strive needed one platform to run sales, onboarding, finance and compliance for over 500 B2B clients. We designed and built a bespoke CRM-powered operating platform, integrating Pipedrive, PandaDoc, Microsoft 365 and Xero so data is entered once and stays consistent everywhere. Repetitive work across sales, finance and compliance is now automated, and the team has a single view of every client. We also delivered AI work on the platform: AI tools that speed up financial reporting and prepare quarterly business reviews for account managers, plus multiple AI-based workflows that automate key areas of the system.






