Case study · CRM automation
An automation company that thought SRED was impossible
ConvertClicks builds custom CRM automation. They assumed the label meant they were out. The technical work said otherwise. We helped them claim SRED and tighten the process that feeds the next claim.
Situation
Where they started
ConvertClicks is a custom CRM automation firm. Internally, the assumption was simple: automation companies do not qualify for SRED, so why look.
What others said
The industry response
The category stigma is real. If you sell automation, generalist firms often pattern-match you to routine implementation and move on.
What we found
What changed the claim
We separated billable configuration from the experimental development inside their custom automation builds, documented the uncertainty and iteration, and improved how they capture process evidence while the work is happening.
Outcome
What they walked away with
They got SRED on the table and left with a clearer process for future years. Automation was never the blocker. Framing was. Past results do not guarantee future outcomes. CRA decides.
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