A 55-person company, running on software they own.
We replaced five SaaS subscriptions, from CRM to payroll, with one custom platform built for how RECODemand actually runs. GoHighLevel, Wave, and Slack stayed, wrapped in AI so they do the work of a team.
RECODemand.
RECODemand is a marketing consultancy for real estate and mortgage professionals. Fifty-five people, high-volume sales motion, webinar funnels, and long-running coaching engagements. The business had grown well past what generic SaaS was designed for, but the operation was still stitched together out of it.
- Industry
- Marketing consultancy
- Team
- 55 people
- Serves
- Real estate + mortgage pros
- Motion
- Webinar funnels + coaching
They weren't missing tools. The tools were the problem.
Every gap in the off-the-shelf stack got patched with another subscription. Each new tool added seats, an integration to maintain, and a shape the business had to bend around. The stack kept growing. It never quite fit.
Never quite fit
The CRM couldn't be customized to how the business actually sells.
Every gap cost more
Each tool that closed a gap added seats and another integration to maintain.
Stacked, still wrong
Even bolted together, the tools were never quite right.
Instead of adding tools, we removed them.
We started by asking what could be cancelled. Then we built the one system that could hold everything the cancelled tools were doing, shaped around RECODemand instead of the other way around.
- Sales pipeline seats
- Client portal platform
- Client + project management seats
- Reporting and BI tool
- Payroll platform
- Accounting software
- one platform they own
At market rates, a stack like this runs a 55-person company $50,000 to $90,000 a year. Every year.
Eight tools, folded into one.
Five subscriptions cancelled outright. GoHighLevel, Wave, and Slack kept, but wrapped in AI automation so they do the work of a team, not a database and a chat window.
- 5 tools cancelled
- 3 tools AI-upgraded
- 1 platform built
- 0 per-seat fees
- GoHighLevel
- HubSpot Sales$90/seat
- Client Portal$60/seat
- Asana$25/seat
- Looker Studio$70/seat
- Gusto$12/seat
- Wave
- Slack
- SalesLIVEpipeline · quotes
- ClientsLIVEportal · records
- DeliveryLIVEprojects · tasks
- FinanceLIVEledger · invoicing
- PayrollLIVEruns · benefits
- ReportingLIVEdashboards
- MessagingLIVEteam · client
- AdminLIVEroles · audit
The business doesn't use the platform. It runs on it.
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This case study describes work performed by SkillGroup for RECODemand Corp. Cost figures are market-rate estimates for comparable tooling at this team size, not RECODemand's vendor invoices. Company and product names are the property of their respective owners.