Workflow and CRM Systems for Finance and Investment Firms
We help finance and investment teams standardize recurring work, track client and deal pipelines and give leadership clear reporting in ClickUp and HubSpot.
Where finance teams lose time
Recurring deadlines, client relationships and reporting all depend on consistent process.
Recurring work depends on memory
Monthly, quarterly and annual processes live in people’s heads or old checklists, so steps get missed.
Pipelines live in spreadsheets
Client and deal tracking happens in spreadsheets that are hard to share and quickly go out of date.
Reporting takes too long
Leaders wait on manual updates instead of seeing status in real time.
What we build
Systems built for how finance teams work
We turn recurring processes and pipelines into repeatable systems, with the visibility leadership needs.
Packages from $2,000
Recurring process templates
Client and deal pipelines
Task checklists and approvals
Automated reminders
Leadership dashboards
SOPs and team training
How we work with finance teams
A clear, four-step process built around your recurring work.
01
Discover
We learn how your team works today and where things break down.
02
Design
We design workflows, templates and dashboards around your process and review them with you before we build.
03
Build
We build the system in your tool of choice and connect it to the rest of your stack.
04
Train and launch
We document SOPs, train your team and support the rollout so the system sticks.
What our clients say
The Bijli team was great to work with throughout the process of optimizing our ClickUp workspace. They listened to our needs and provided recommendations to help us streamline our processes and workflows. They also provided training for our team and an SOP to serve as a reference guide which was extremely helpful. I would recommend working with Bijli and will certainly work with them again for any future needs.
Purpose Capital
Candace Ramsey - CEO
CG Pro has been continually impressed by Bijli, led by Shaffaq Noor. She has integrated our CRM, payment processor, and marketing management tools into our daily workflow with incredible speed. Her expertise with multiple third-party platforms has positively impacted our processes, allowing us to optimize operations without disruption. Highly recommended for any company looking for a hands-on partner who delivers quickly and as promised!
CG Pro
Michael Baron - COO
The entire team at Bijli has been incredible. We have worked with them on several platform integrations and each time they have been amazing!! The whole process has been great with them. From gathering the initial requirements to working through the unexpected, the entire team is always super helpful and "gets it". They are on my short list of people to call when I need help.
CDL Legal
Scott Shacklett - CEO
Finance and investment firm FAQs
Let’s build your team’s system
Tell us about your firm and how you work today. We’ll follow up to schedule a call.