# Proprium

> Systems for professional services firms


## Posts

- [1 Discovery Call Replaced Months of Guesswork About Systems and Costs](https://proprium.agency/1-discovery-call-replaced-months-of-guesswork-about-systems-and-costs/): How we turned a tangled mess of SalesMate, Xero, paper notebooks, and a Google taskboard into a phased implementation plan, before writing a single line of automation.
- [100% of Brokerage Operations Moved Into One ClickUp Workspace](https://proprium.agency/100-of-brokerage-operations-moved-into-one-clickup-workspace/): How we built a single ClickUp workspace running every part of a growing real estate brokerage.
- [From Manual Follow-Up To 8 Automated Workflows](https://proprium.agency/from-manual-follow-up-to-8-automated-workflows/): How we automated overdue invoice follow-up in Zapier, connecting Xero and Outlook for a building compliance consultancy.
- [From Intake To Invoice On 1 Connected System](https://proprium.agency/from-intake-to-invoice-on-1-connected-system/): How we connected SmartSuite, SharePoint, QuickBooks, and Timely into one operating system for a telecom engineering firm.
- [1 Consulting Call, 1 Working B2B Sales Pipeline](https://proprium.agency/1-consulting-call-1-working-b2b-sales-pipeline/): How we took a manufacturer who had given up on HubSpot and got them running a custom sales pipeline that matched their actual business process by the end of one consulting session.
- [100% Consistent Reporting Across Clients With Unified Custom Fields](https://proprium.agency/100-consistent-reporting-across-clients-with-unified-custom-fields/): How we built a ClickUp operation tracking time, content, and team performance across every client for a digital content agency.
- [370+ Manual Deal Updates Eliminated Every Month](https://proprium.agency/370-manual-deal-updates-eliminated-every-month/): How we automated a HubSpot sales pipeline for a financial advisory firm with strict compliance rules, so deals move themselves through stages based on what actually happens in client meetings.
- [20+ Hours of Weekly Admin Eliminated by Replacing 5 Systems and an Excel Library](https://proprium.agency/20-hours-of-weekly-admin-eliminated-by-replacing-5-systems-and-an-excel-library/): How we built a unified business management system for a custom timber coating manufacturer running two distinct production lines, hundreds of bespoke colour formulations, and a workshop that previously ran on five disconnected platforms.
- [From Email And WhatsApp To 1 Branded Client Portal](https://proprium.agency/from-email-and-whatsapp-to-1-branded-client-portal/): How we set up a white-label client portal in Kitchen for an independent mentor running a 1-on-1 practice.
- [How Avo Solutions, Inc Became A Long-Term Proprium Partner](https://proprium.agency/how-avo-solutions-inc-became-a-long-term-proprium-partner/): What started as a small automation fix has grown into a multi-project partnership with Avo Solutions, Inc. The partnership now spans operations, sales, projects, and Avo's flagship client products, all running on one connected SmartSuite operating system.
- [100% of Product Communication Centralized Into 1 ClickUp Workspace](https://proprium.agency/100-of-product-communication-centralized-into-1-clickup-workspace/): How we restructured a ClickUp workspace to bring communication and systems together for a product development and manufacturing firm.
- [100’s of Recurring Cleaning and Maintenance Tasks Organized in One System](https://proprium.agency/100s-of-recurring-cleaning-and-maintenance-tasks-organized-in-one-system/): How we built a single ClickUp workspace to run a vacation rental management firm.
- [7 Tools Replaced With 1 Operational System Across the Entire Business](https://proprium.agency/7-tools-replaced-with-1-operational-system-across-the-entire-business/): How we built a 7-person field services company a single operational system that handles everything from the first phone call to the final inspection, with dashboards leadership had been asking about for years.
- [200+ Customers Migrated Into One System Before Peak Sales Season](https://proprium.agency/200-customers-migrated-into-one-system-before-peak-sales-season/): How we built a custom starter system for a small custom shop where one partner runs the business and the other runs the workshop, and got both of them to adopt it before their biggest trade show of the year.
- [A Strategic Roadmap Built On How The Business Actually Works](https://proprium.agency/a-strategic-roadmap-built-on-how-the-business-actually-works/): How we mapped Avo Solutions, Inc's real day-to-day work across the team and delivered a strategic transformation roadmap grounded in the firm's actual operations, projecting 10+ hours of weekly admin reclaimed per employee.
- [An Enterprise Assessment Built To Scale](https://proprium.agency/an-enterprise-assessment-built-to-scale/): How we turned Avo Solutions, Inc's Risk and Readiness Assessment into an enterprise-grade automated product that scales across any number of client companies with the same professional quality every time.
- [Top Digital Skills Your Team Needs in 2027](https://proprium.agency/top-digital-skills-your-team-needs-in-2027/): The eight digital skills a professional services team needs in 2027, from working with AI safely to running work in one system, and where to start.
- [3 Platforms Connected: Airtable, Outlook, and Everhour](https://proprium.agency/3-platforms-connected-airtable-outlook-and-everhour/): How we built a color-coded task system in Airtable for a marketing and advertising agency, with Outlook calendar and Everhour time tracking connected in.
- [3,900 Contacts, 2 Accounts, 1 Clean Migration](https://proprium.agency/3900-contacts-2-accounts-1-clean-migration/): How we untangled two private advisory firms that had spent years sharing a single HubSpot account.
- [One Connected System For The Whole Operation](https://proprium.agency/one-connected-system-for-the-whole-operation/): How we built Avo Solutions, Inc one connected operating system on SmartSuite. One place for contacts, sales, and project delivery, designed around how the team actually works.
- [A 10-Rep Sales Team Stopped Losing Deals to Admin](https://proprium.agency/a-10-rep-sales-team-stopped-losing-deals-to-admin/): How we turned a broken process in HubSpot into a sales machine that runs itself, and kept a financial services company running on it.
- [One Connected System For Sales, Projects, And Contacts](https://proprium.agency/one-connected-system-for-sales-projects-and-contacts/): Coming out of the strategic discovery, AVO had a clear roadmap. The next stage was to bring the systems behind the firm's operation into one connected whole, built around how the team actually delivered its work, with data migrated in without disrupting active client engagements.
- [A Lead Magnet That Runs Itself](https://proprium.agency/a-lead-magnet-that-runs-itself/): How we automated Avo Solutions, Inc's Readiness Indicator into a self-running lead engine, delivering personalized insight to every prospect within seconds while freeing the senior team's time.
- [Life at Proprium: Filip Resanović](https://proprium.agency/life-at-proprium-filip-resanovic/): When I started working at Proprium as a computer science student, I did not even know that the no-code world existed, let alone what it had to offer. And yet, that is exactly what became my main skill.
- [Life at Proprium: Luka Žužić](https://proprium.agency/life-at-proprium-luka-zuzic/): One of the aspects I appreciated most was the atmosphere at Proprium. Even though this was a student position, I always felt that my contributions were valued and that I was a genuine part of the team rather than someone simply completing assigned tasks.
- [Life at Proprium: Matej Crnković](https://proprium.agency/life-at-proprium-matej-crnkovic/): There is no such thing as an "average day" at Proprium. Every day consists of new, dynamic challenges and tasks that help develop resourcefulness in a fast-paced environment, master the balance of time across several different projects at once, and navigate an interesting workflow given the asynchronous nature of the work. From automating a simple client process to completely redesigning an internal client management system, every day brought new challenges and opportunities to learn.
- [Life at Proprium: Rea Kurtović](https://proprium.agency/life-at-proprium-rea-kurtovic/): Starting a new job can be both exciting and intimidating, especially when you are an entry-level candidate. At 24 years old, I found myself embarking on my first real professional journey as a Sales, Partnerships, and Community Management Assistant at Proprium, a role I held for the following 10 months.
- [Life at Proprium: Bernarda Veselovac](https://proprium.agency/life-at-proprium-bernarda-veselovac/): Over a period of ten months working with the Proprium team in the position of assistant in administration and project management, I had the opportunity to acquire valuable knowledge and develop different skills that enriched my professional and academic experience.
- [Life at Proprium: Tamara Bolić](https://proprium.agency/life-at-proprium-tamara-bolic/): Thinking about what it is like to work at Proprium? Read about Tamara's experience!
- [Life at Proprium: Vedrana Sruk](https://proprium.agency/life-at-proprium-vedrana-sruk/): Thinking about what it is like to work at Proprium? Read about Vedrana's experience!
- [Automating Your Business With Make](https://proprium.agency/automating-your-business-with-make/): Wondering how you can automate more efficiently? Discover the wonders of Make, a powerful automation platform that allows users to connect various apps and services for the purpose of easily creating complex workflows. Read more about it and start exploring today!
- [Maximize Productivity With ClickUp](https://proprium.agency/maximize-productivity-with-clickup/): Wondering how to use software to your advantage? Learn how you can maximize productivity with one of the leading comprehensive project management and productivity tools out there - ClickUp!
- [Case Study: Comprehensive Digital Transformation](https://proprium.agency/case-study-comprehensive-digital-transformation/): A large retail chain faced significant challenges in managing its operations, customer interactions, and team training due to outdated processes and a lack of integration across its systems.
- [Report on Webinar: How to Efficiently Run a Digital Business With No-Code Software held on June 19, 2024](https://proprium.agency/report-on-webinar-how-to-efficiently-run-a-digital-business-with-no-code-software-held-on-june-19-2024/): Hello everyone! I am Laura, the CEO and consultant at Proprium Agency.
- [Life at Proprium: Natalija Kerovec](https://proprium.agency/life-at-proprium-natalija-kerovec/): Thinking about what it is like to work at Proprium? Read about Natalija's experience!
- [Case Study: Process Automation Case Study: Streamlining Operations](https://proprium.agency/case-study-process-automation-case-study-streamlining-operations/): Marketing agency, a mid-sized company, faced inefficiencies in their project management and workflow processes, resulting in delayed projects and increased operational costs.
- [Case Study: Software Integration and Automation for Enhanced Project Management](https://proprium.agency/case-study-software-integration-and-automation-for-enhanced-project-management/): Our client, a mid-sized consulting firm, sought to streamline their project management processes and enhance overall productivity through software integration and automation.
- [Understanding the Benefits of Digital Productivity Tools for Remote Teams](https://proprium.agency/understanding-the-benefits-of-digital-productivity-tools-for-remote-teams/): Do you think your remote team could be more effective? Do you want to explore digital productivity tools but don't know where to start? Find out how your business can benefit from digital productivity tools and how you can implement them properly.
- [Life at Proprium: Katarina Antolić](https://proprium.agency/life-at-proprium-katarina-antolic/): Thinking about what it is like to work at Proprium? Read about Katarina's experience!
- [5 Signs Your Business Needs Digital Transformation Now](https://proprium.agency/5-signs-your-business-needs-digital-transformation-now/): Not sure if your business would benefit from digitalizing? Still, doing things manually? Find out if your business is ready for a digital transformation. Look at the potential benefits digital transformation could have and start improving your processes today.
- [Common Mistakes to Avoid When Choosing Project Management Software](https://proprium.agency/common-mistakes-to-avoid-when-choosing-project-management-software/): Are you using project management software in your business? Have you set it up in a useful way? Avoid common mistakes when choosing new software!
- [Finding the Perfect Timing: When to Implement New Software in Your Service-Based Business](https://proprium.agency/finding-the-perfect-timing-when-to-implement-new-software-in-your-service-based-business/): As business owners, finding time to implement processes and software to scale the business faster amid daily busyness can be challenging. There are many factors to consider. Careful consideration ensures improved efficiency and business scalability.
- [Automating Repetitive Tasks to Increase Productivity](https://proprium.agency/automating-repetitive-tasks-to-increase-productivity/): Are you using project management software in your business? Have you set it up in a useful way? Avoid common mistakes when choosing new software!
- [Life at Proprium: Karla Ilić](https://proprium.agency/life-at-proprium-karla-ilic/): Thinking about what it is like to work at Proprium? Read about Karla's experience!
- [Life at Proprium: Marija Milošević](https://proprium.agency/life-at-proprium-marija-milosevic/): Thinking about what it is like to work at Proprium? Read about Marija's experience!
- [Proprium Agency is SmartSuite Solutions Partner](https://proprium.agency/proprium-agency-is-smartsuite-solutions-partner/): Becoming a SmartSuite Solutions Partner enriches our expertise.
- [Life at Proprium: Sara Milas](https://proprium.agency/life-at-proprium-sara-milas/): Thinking about what it is like to work at Proprium? Read about Sara's experience!

## Pages

- [Website Terms of Use](https://proprium.agency/website-terms-of-use/): The rules for using proprium.agency.
- [Terms and Conditions](https://proprium.agency/terms-and-conditions/): The General Terms and Conditions that apply to every service Proprium d.o.o. provides to its clients.
- [Media kit](https://proprium.agency/media-kit/): Press information about Proprium: company description, key facts, logos, brand colours, photos, press coverage and press contact.
- [Newsletter](https://proprium.agency/newsletter/): Practical notes on running a professional services firm with better systems, in your inbox on Fridays. Read past issues and subscribe.
- [Impressum](https://proprium.agency/impressum/): Legal information about the company behind this website.
- [Disclaimer](https://proprium.agency/disclaimer/): The limits of the information and results shown on this website.
- [Cookie Policy](https://proprium.agency/cookie-policy/): What cookies this website uses, why, and your rights.
- [Affiliate Disclosure](https://proprium.agency/affiliate-disclosure/): How we earn from some of the software we recommend, and why it doesn’t change what we recommend.
- [Accessibility](https://proprium.agency/accessibility/): Our commitment to making this website usable for everyone.
- [Book a Free Setup Review](https://proprium.agency/setup-review/): 15 minutes on a video call. Show us how you work today and we’ll tell you what we’d fix first, and whether we’re the right people to do it.
- [About](https://proprium.agency/about/): We set up, connect and look after the systems service businesses run on.
- [Software We Recommend](https://proprium.agency/software/): We’re tool-agnostic: we recommend what fits how your firm works, and you buy licences directly from the vendor.
- [One Dashboard Launch](https://proprium.agency/special-offer/): Every client, project and deadline in one SmartSuite dashboard, set up for your firm. Special offer until March 31, 2027.
- [Systems Starter](https://proprium.agency/systems-starter/): A single session, audit or fix with a clear scope. Most clients start here before a Systems Build or Systems Partner.
- [Systems Build](https://proprium.agency/systems-build/): Sales, delivery, documents, invoicing and reporting connected in one operational layer, documented and handed over to a trained team.
- [Systems Partner](https://proprium.agency/systems-partner/): We set up, connect and maintain the tools your firm runs on, so the business keeps moving without you holding it all together.
- [Testimonials](https://proprium.agency/testimonials/): Founders, CEOs and operations leads on what changed once their systems started running without them.
- [Case Studies](https://proprium.agency/case-studies/): Real projects for professional services firms: what was slowing them down, what we built, and what changed for the founder and the team.
- [Blog](https://proprium.agency/blog/): Practical operations advice for founders of professional services firms: what we see in client work, which tools earn their place, and how to get yourself out of the middle of everything.
- [Webinar](https://proprium.agency/webinar/): How agency & consultancy owners replace scattered spreadsheets and tools with one place to run the whole business.
- [Home](https://proprium.agency/): Your firm grew, but your operations didn’t. We build the systems your business runs on, document them, train your team, and manage them month after month.
- [Privacy Policy](https://proprium.agency/privacy-policy/): How Proprium d.o.o. collects, uses and protects personal data.


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