Phoenix Renovation and Restoration specializes in insurance restoration, fixing damaged residential and commercial buildings and properties. The company ran on siloed financial systems, an outdated CRM, and relied heavily on paper-based processes and spreadsheets. Month-end close took over 45 days, and QuickBooks’ user limitations hindered access. Project managers lacked real-time data and struggled with manual workflows, fragmented operations, and limited visibility that created delays, confusion, and risks.