
The Historic Concord Exchange
Paid Media, Lead Generation, CRM and Administrative Automation Workflows
Historic charm, modernized tech stack.
Services: CRM & Booking System Setup, Communication Automation
Before: Everything lived in team members’ heads and inboxes. There was no easy way to book tours or keep event info organized.
After: We implemented Perfect Venue CRM, built event workflows, and automated communications—so every event lives in process, not in people.
Outcome: Smoother client experiences, increased leads, faster bookings, and less manual work for the team.