CASE STUDY · Funeral home group
Building one OS for the group today, ready for future add-ons
A funeral home group with multiple locations. Client intake comes in through an answering service. Staff then retype it by hand into a legacy CRM, and they have no system to track their work.
In processOne OS for intake, cases, and meeting notes
HOW IT WORKS
The operating system
- 01
Builds a CRM replacement in parallel
The legacy CRM stays connected today. As more work moves onto the OS, we replace it.
- 02
Gives staff an OS for their work
Manual workflows for intake, case management, and meeting notes move onto the Custom OS.
- 03
Sets the foundation for add-ons
Owners track the work in one system, reduce overhead over time, and have a playbook for the next add-on.
MORE CASE STUDIES
Systems we've built.
- Field service
OS for a multi-branch tree care services company
8 daysfrom first working session to working prototype
Replaced paper checks and text threads with bilingual, voice-enabled workflows that speed up equipment repairs and help management catch issues earlier.
Read the case study - Knowledge work
Bookkeeping assistant for an accounting team
3.5xtime saved per client intake
AI-assisted workflows parse, de-duplicate, and classify statements from new client intake, so staff can focus on exception review before posting to QuickBooks.
Read the case study
TALK TO US
Let's talk.
Tell us how your team works today. We will help you find what to automate first and where to start.
hello@calyer.ai