Shared master records
One record per person and per company, used by every office.
Clients · Public sector · Trade and investment
One CRM for a trade and investment agency with offices across the US.
Each office kept its own lists. We turned the project tool the agency already paid for into a shared CRM, cleaned and merged the data, and trained the team in three languages.
- Sector
- Public sector, trade and investment
- Offices
- A network across the US
- Engagement
- Monthly partnership
- Languages
- English, Spanish, Catalan
- Tools
Monday.com
PostgreSQL
n8n
Excel
BeforeContact lists from each officeSpreadsheetsTrade-fair and database importsImportsEvent sign-upsLanding pages
Contact lists from each officeSpreadsheetsTrade-fair and database importsImportsEvent sign-upsLanding pages
Built by Alma IntelCRM build + data pipeline- Shared master records
- Import and clean-up service
- Automatic project boards
- Training and manual
NowOne shared CRMMonday.comProject boards created automaticallyMonday.comA scorecard for leadershipReporting
One shared CRMMonday.comProject boards created automaticallyMonday.comA scorecard for leadershipReportingThe situation
Where they started.
Contacts and companies were scattered across offices, spreadsheets and inboxes. The same company existed three times with three spellings, and each office worked its own way.
Leadership had a three-year plan and no single picture of how far along it was.
What we built
The pieces.
Import and clean-up service
Matches, de-duplicates and enriches incoming lists before they touch the CRM.
Automatic project boards
When a company joins a project, its board is created and linked without anyone copying it.
Training and manual
A 20-page how-to and sessions in English, Spanish and Catalan.
A normal day
How it works now.
- A list of 1,500 trade-fair visitors arrives.
- The import service matches each person and company to existing records.
- New contacts land in the right project; duplicates are merged instead of added.
- Leadership reads progress on the plan from the same data the offices use.
In numbers
What it handles.
14,684contacts in one CRM
12,020companies, each with one record
243duplicate records merged
Figures from the live systems, October 2026. Client name withheld.
What’s next
Where it goes from here.
Rolling the model out to more offices and an AI assistant that answers questions from the CRM.