SL-2048
Active delivery
£15,000

CRM integration & automation platform

Apex Industries · Sarah Mitchell · started 14 Jan 2026

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Overview

Connect Apex's CRM to their billing and support stack, with automated lead-to-cash handoffs and a single reporting layer.

Contract value£15,000
Delivered£11,000
Billed£7,000
Paid£3,000
Delivery progress73%
Vendor margin (est. 20%) · £3,000

Delivery

Discovery & architectureArchitecture signed off · Sarah Chen
£3,000
Done
Core API buildCore system ready · Sarah Chen
£4,000
Done
CRM connectorIntegration complete · Sarah Chen
£4,000
Done
Automation setupAutomation active · Sarah Chen
£2,500
In progress
Reporting configReporting ready · Sarah Chen
£1,500
Upcoming
Blockers
Awaiting production API keyHolds automation testing — 2 days at risk · owner: Apex Industries
Action items
Share production API credentialsApex Industries
Confirm reporting fields with financeSarah Mitchell

Invoices

Billed£7,000
Paid£3,000
InvoiceAmountStatus
INV-290£3,000
Paid
INV-291£4,000
Awaiting payment
INV-292£4,000
Awaiting approval

Customer satisfaction

Awaiting response

The CSAT survey goes out once the engagement is delivered.

Activity

  1. Raised invoice INV-292CRM connector · £4,000 — awaiting approvalSarah Chen · 2 hours ago
  2. Marked milestone doneCRM connector — integration completeSarah Chen · Yesterday
  3. Sent invoice INV-291Core API build · £4,000Priya Nair · 3 days ago
  4. Raised a blockerAwaiting production API key from ApexSarah Chen · 4 days ago
  5. Accepted the quote£15,000 across five milestonesSarah Mitchell · 22 Jan
  6. Accepted proposalSarah Chen — phased deliveryPriya Nair · 20 Jan
  7. Approved the BRDRequirements signed offSarah Mitchell · 16 Jan
  8. Lead createdFrom Apex IndustriesSystem · 14 Jan