Case Studies :: Engaging.io

From Spreadsheets to Scalability: How One Global VC Firm Transformed Its CRM Operations

Written by Kiara Robinson | Jul 11, 2025 4:29:46 AM

A globally active venture capital firm came to us with a compelling mission: back the world’s most driven founders from day zero. But behind their powerful vision was a fragmented tech stack that slowed down their global teams.

Operating across 25+ markets with complex workflows and dual-role structures, they needed more than just a CRM—they needed a transformation engine.