Skip to content
Client Projects

Selected Client Projects

protagx has delivered 250+ implementations in the last five years, owner-delivered by Christian Schappeit with specialist partners. The projects below are anonymised: we describe each client by sector, country and the CRM challenge they brought to us, not by name.

Educational & Office Furniture

Swiss manufacturer of furniture for learning and working environments, serving several thousand B2B customers, including universities and large enterprises.

The CRM challenge

  • Complex B2B relationships with educational institutions
  • Project-based sales cycles for furniture installations
  • Many stakeholders in large customer organisations

Software Development & Consulting

Swiss software development and consulting firm with more than four decades in business, specialising in Microsoft technologies and collaboration software.

The CRM challenge

  • Long-running enterprise software projects
  • Technical requirements and customisation requests
  • Coordination between development teams and clients

Digital Marketing & Content Creation

German creative agency for social media strategy, storytelling and brand development.

The CRM challenge

  • Creative campaign workflows and client approvals
  • Campaign performance and ROI across several clients
  • Coordination with freelancers and creative talent

Infrastructure & Engineering

German specialist in pipe and sewer rehabilitation using trenchless technology and digital inspection, operating nationwide.

The CRM challenge

  • Field service operations and technician scheduling
  • Complex infrastructure maintenance contracts
  • Coordination with municipal and commercial clients

Influencer Marketing Technology

German influencer-marketing platform that helps brands find, manage and work with creators across the major social networks.

The CRM challenge

  • Relationships with both brands and creators
  • Campaign performance across several platforms
  • Payment flows between several parties

Life Sciences Compliance Technology

German software company for compliance management and data archiving in the life sciences, with offices in Germany and the United States.

The CRM challenge

  • Regulatory compliance requirements in the sales process
  • Long sales cycles in the pharmaceutical industry
  • International partnerships and relationships

Urban Agriculture & Vertical Farming

German urban-farming company developing modular hydroponic systems for food production in cities.

The CRM challenge

  • B2B partnerships with urban developers
  • Installation and maintenance service contracts
  • Supply chain for modular farming systems

Disclosure: related company. The founder of protagx is involved in this company.

Premium Property Management

Boutique property-management company in New Zealand for premium short-, mid- and long-term rentals.

The CRM challenge

  • Owner and tenant relationships
  • Rental agreements of different terms and their transitions
  • Property maintenance and guest satisfaction

Premium Fitness & Wellness

German premium fitness club with limited membership and individual training and nutrition programmes.

The CRM challenge

  • Membership waiting lists and pre-launch campaigns
  • Personal trainer–client relationships
  • Progress of individual training and nutrition programmes
Across Every Project

What Our Client Projects Have in Common

Illustration of a CRM project overview

Three things hold in every engagement, whatever the industry.

One Method, Many Industries

Manufacturing, software, infrastructure, life sciences, agencies and services: these clients work in very different markets. What they share is a CRM that has to reflect how they actually sell, deliver and invoice. We build that system around their process, not around a template.

 

Illustration of a CRM project overview

 

Compliance Built In

Several of these clients handle regulated or sensitive data, from GxP-relevant records in the life sciences to personal data under the GDPR. We configure access, retention and audit trails from the first pipeline, not as an afterthought.

Owner-Delivered

Christian Schappeit delivers the work, supported by named specialist partners where a project needs them. No junior handoff and no change of contact after the first call.

Illustration of a CRM project overview
Next Step

Talk About Your CRM Project

A 30-minute intro call is free. If the honest answer is that you do not need us, we will tell you.