When an Investment Firm Lost Weeks to Manual Email Processing: Alex's Story

https://instaquoteapp.com/crm-that-actually-works-for-pe-firms-a-practical-90-day-playbook-for-100m-5b-aum-teams/

Alex ran operations at a mid-size investment firm. His day used to start with a small ritual that ate up most of the morning: coffee, inbox triage, and a spreadsheet where he tracked who had responded to compliance requests