Client data is in email, spreadsheets and a notebook on a desk

One client, one timeline — instead of three half-stories.

A unified client profile that aggregates every interaction in one place, ready before the next call.

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Signs this is your problem

You will recognise yourself in at least one of these

Sales calls start with "let me catch up on this account..." and end without it.
Onboarding a new salesperson takes weeks of context-passing.
Critical context gets lost when an employee leaves.
Each tool shows part of the relationship but never the whole.

Why it happens

The root cause, in plain language

There is no single source of truth for the customer. Email, notes, calls and deal history all live in tools that do not talk to each other.

Our approach

How we actually fix this

1
Consolidate every interaction (emails, notes, call logs, deal history) into a unified client record in Ilaro.
2
Pull existing data from email, spreadsheets and any older CRM as the starting baseline.
3
Surface the relevant context one click before every call.
4
Train the team on the single workflow so the discipline holds.

What you can expect

Outcomes our clients see

Fewer dropped leads — everyone knows the state of every relationship.
Noticeably shorter onboarding for new salespeople.
Less institutional memory loss when people change roles.

Case study

Sales team — unified client profile

Sales teams were losing deals because key information about a client lived in three different places — someone's inbox, a shared spreadsheet, and a notebook on a desk. We built a unified client profile in Ilaro that aggregates every interaction into a single timeline.

See more of our work →