How Consexto has built an operating model for high-end, multidisciplinary projects

To support its next stage of growth, redk helped Consexto build a more connected, structured and scalable operating model.

Objectives

To support its next phase of growth, Consexto needed a platform that could connect teams, standardise processes and remove reliance on disconnected tools.The key objectives were:

Scale towards an Enterprise-ready infrastructure

Move from a PRO setup to a multi-product environment (Work Management + CRM) capable of supporting multidisciplinary teams and increased operational complexity.

Centralise operations within a single ecosystem

Unify project management, client relationships and internal processes to eliminate silos and improve coordination across architecture, design, engineering and technology teams.

Reduce manual effort

Standardise workflows and automate repetitive tasks to free up time for higher-value activities.

Improve visibility across complex projects

Enable full traceability across each project, from early concept to technical delivery, supported by reliable, real-time data.

Build a scalable foundation

Create the operational and technological base required to onboard new teams, services and business lines without friction.

Challenges & Solutions

With the right approach in place, Consexto addressed key operational challenges through targeted, measurable solutions:

Challenge
Solution
Desafio
  • Disconnected tools creating duplicated work and limited visibility
  • Lack of structured CRM processes, with client and opportunity tracking relying on individual knowledge
  • Fragmented and non-standardised operational processes
  • Time-consuming repetitive tasks with low strategic value
  • Limited visibility of project status
Solución
  • Implementation of a unified Enterprise platform integrating Work Management and CRM into a single ecosystem
  • Deployment of a structured CRM connected to day-to-day operations, including pipeline and post-sales management
  • Design and configuration of consistent workflows, master boards, dependencies and automations within Work Management
  • Implementation of workflows and automations to reduce manual work and improve overall operational efficiency
  • Introduction of dashboards and interconnected views across Work Management and CRM to monitor resources, timelines and delivery quality

Key Results

The collaboration transformed how Consexto operates, manages clients and delivers complex projects, creating a strong foundation for growth.

Greater operational efficiency

Consolidating projects, clients and processes into a single Enterprise platform reduced manual tasks and eliminated friction between teams

Real control over complex projects

Centralised dashboards and connected views allow teams to identify risks, allocate resources accurately and track each deliverable

Seamless collaboration across disciplines

Eliminating silos between architecture, design, engineering and technology improved coordination and communication across all project phases

More consistent client lifecycle

A structured CRM brought consistency to opportunity tracking, sales processes and post-project follow-up, reducing reliance on informal processes

Scalability without friction

Consexto can now onboard new users, teams and services without the limitations of its previous PRO setup

Industry
Professional Services
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Name Surname
Position, Company name
Working with redk has enabled us to make a real leap forward in the organisation and management of our projects and clients. We had the ideas, but we lacked a unified structure. Now we have both. What’s more, redk supports us throughout the entire process, even after implementation.
Henrique Pinto
CEO at Consexto
Consexto came to us with a business full of potential but fragmented across too many tools. The challenge wasn’t just technical; we tackled it alongside them to bring greater clarity to their processes and way of working. When you see such a creative team gain operational clarity and start making decisions based on real data, you know the project has truly paid off.
Elena Predroche
Business Analyst at redk