In today’s high-speed digital economy, consultants need more than just strategy to stay competitive—they need tools that empower them to provide exceptional service. At conXhub, we champion businesses that adopt next-gen communication solutions. In this post, we’ll explore a real-life case study of how one digital consultancy firm revolutionized its client engagement and operational efficiency by deploying conXhub with advanced CRM integration.
The Challenge: Fragmented Communication and Missed Opportunities
Meet ForwardLeap Digital, a UK-based consulting agency specializing in digital transformations for mid-sized enterprises. Despite their strong industry reputation, they faced a recurring bottleneck: scattered communication. Their consultants juggled multiple numbers, toggled between devices, and often missed critical client updates. Worse, client data and communications weren’t syncing with their CRM, resulting in lost productivity and diminished client experience.
“We had consultants working remotely, in and out of the office, using their personal phones. Tracking conversations and timelines was nearly impossible,” recalls Sarah Meade, ForwardLeap’s operations director. “The lack of centralized communication was affecting not just our internal workflows but client satisfaction as well.”
The Solution: Deploying conXhub with CRM Integration
ForwardLeap implemented conXhub to unify their business communication system. They chose conXhub for its agile, mobile-first platform that allowed consultants to make and receive calls using multiple numbers from a single device—without additional SIM cards or hardware.
But the true game-changer was conXhub’s CRM integration, which seamlessly connected their client interactions with HubSpot, their system of record. Now, every call, SMS, and voicemail was automatically logged and linked to client profiles in real time. Consultants had instant access to communication history, notes, and client preferences before dialling. No guesswork. No desk needed. Just actionable context, anytime.
This integration allowed ForwardLeap to consolidate customer engagement into a single, streamlined process, resulting in a more responsive and personalized consulting experience.
The Results: Dramatic Gains in Efficiency and Engagement
Within the first 60 days, the changes were staggering. Consultant efficiency improved by 35%. The number of follow-up calls missed dropped by half. And perhaps most importantly, their Net Promoter Score rose significantly—clients were noticing the difference.
“With conXhub, we’re not just making calls,” said Head Consultant James Li. “We’re making informed calls. We have every client touchpoint at our fingertips. That’s transformational.”
Because all consultants could operate remotely with full functionality, ForwardLeap cut down on overhead costs related to office infrastructure. The firm even scaled its services internationally without upgrading any telecom hardware—a direct credit to conXhub’s cloud-native capabilities.
Why CRM Integration Matters to Consultants
For consultants, relationships are currency. But relationships suffer when calls are missed, follow-ups are delayed, or context must be re-explained every time. CRM integration empowers consultants with full visibility and continuity. It eliminates data silos and makes sure every interaction builds on the last.
By embedding communications into their business systems, ForwardLeap and firms like them are building smarter, leaner service models. This isn’t just about efficiency; it’s about elevating the entire client journey.
The Road Ahead: Scaling with Confidence
Buoyed by their success, ForwardLeap has begun scaling their consultant base, confident they can maintain quality control with the insight conXhub offers. With auto-recorded calls, smart routing, and tailored user permissions, they’re developing a scalable framework rooted in transparency and trust.
“We view conXhub not just as a comms platform, but as a strategic backbone,” Meade says. “As we grow, we know our client relationships are strong, consistent, and informed.”
Conclusion:
Consulting in the digital age requires more than advice—it demands precision, intelligence, and responsiveness. ForwardLeap’s journey proves that the right tools can transform not just internal operations, but the very core of client engagement. With conXhub and its robust CRM integration, they’ve stepped into the future of consultancy—streamlined, informed, and fully mobile.
Looking to elevate how you serve clients? Read our customer stories and see how conXhub can transform your consultancy too.
