A four-person marketing team replaced scattered briefs, budget files, and result exports with an Airtable campaign system connected to HubSpot, Mailchimp, Zapier, and Google Sheets. The design adds controlled UTMs, approvals, audience synchronization, attribution records, and reproducible ROI reporting while preserving human review.
A packaging distributor replaced a manually consolidated forecast with a structured Google Workspace model. Google Forms captures weekly updates, Google Sheets calculates transparent scenarios, Apps Script manages validation and scheduling, and Gmail distributes reminders and forecast summaries.
A fictional consultancy replaced disconnected forms, spreadsheets, and CRM updates with a controlled referral workflow connecting Google Forms, Salesforce, Make, Google Sheets, and Slack. The system records partner attribution, synchronizes deal activity, calculates proposed fees, and creates exception tasks without automating final commercial decisions.
The Business Situation This representative scenario involves a 72-person industrial equipment commissioning and maintenance provider. The business signs approximately 18 ...
A 45-person B2B provider was relying on inboxes and spreadsheets to route 260 monthly leads. This representative implementation uses Make to normalize each channel, Salesforce to manage records, Google Sheets to monitor handoffs, and Slack to notify owners while preserving human review for duplicates and exceptions.
A fictional project services firm replaced disconnected staffing and project spreadsheets with a 13-week capacity planning system. Google Forms, Google Sheets, Google Apps Script, Gmail, and Google Drive provide validated updates, scenario reporting, review tasks, reminders, escalation, and hiring indicators.
A fictional 90-person hybrid software company replaced email-based onboarding coordination with Microsoft Forms, Microsoft Lists, Power Automate, and Teams. The implementation creates role- and location-specific tasks, routes approvals, tracks equipment and documents, sends reminders, and reports whether each new hire is ready to start.
Intelligex helps organizations achieve measurable digital transformation without disrupting how their teams work. We design and build secure, outcome-driven systems, often behind the scenes, that improve speed, scalability, and cost by at least 5× within weeks, not years.
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