Map Client Structure
See the full client relationship structure, not a flat list of contacts.
Why teams choose 247 Labs
We have delivered secure systems for finance, insurance, and other regulated environments for more than a decade.
Clients value practical workflow thinking, reliable delivery, and systems built for real operating complexity.
Our team has shipped CRM platforms, data products, and workflow software across high-trust business environments.
Our Clients
The platforms and partners we build with.
We integrate across the tools and technologies trusted by enterprise teams, grouped by where they fit in the stack.
Healthcare
Government
Technology
Finance
Services
Client structure services scoped around one clear relationship model.
We scope each engagement around how your clients, households, and accounts actually connect so the data model, CRM build, and views all reflect the real relationship structure.
Relationship model review
Map how clients, households, entities, and products connect today and where the current CRM hides those links.
Household & entity modeling
Design household, entity, and account structures so related clients and records group correctly in the CRM.
Relationship hierarchy views
Build views that show linked accounts, contacts, and products in one clear hierarchy for every client.
Account & entity linking
Connect related records across systems so accounts, applications, and entities resolve into one structure.
Data cleanup & deduplication
Resolve duplicate, orphaned, and mismatched records so the relationship structure stays accurate over time.
Relationship reporting
Build rollups and reports on household value, relationship depth, and cross-account activity.
Challenge Map
Fix the three gaps that hide how your client relationships really connect.
Relationship structure breaks down when CRM records sit flat, household and entity links live only in someone's head, or related accounts are scattered so teams cannot see the full picture before they act.
Your CRM stores contacts as a flat list instead of a connected structure.
We model households, entities, advisors, brokers, and product relationships so the CRM reflects how clients are actually grouped, letting teams work from a true relationship hierarchy instead of disconnected records.
Often starts with relationship mapping.Related accounts and entities live in separate systems with no shared link.
We connect the CRM to the systems holding account, application, and entity data so related records resolve into one structure, giving staff a consistent view of who is connected to whom without manual cross-checking.
Best for fragmented servicing teams.Teams cannot see the full relationship before they make a decision.
We build hierarchy views, relationship rollups, and household summaries so staff see every linked account, contact, and product in context before they advise, route, or follow up.
Critical for advisor and mortgage workflows.Case Studies
Finance case studies with measurable outcomes.
DYOM: digital mortgage workflow for pre-approvals and sign-ups
25% more client sign-ups
247 Labs built a mortgage approval platform that automated pre-approvals, tracked client applications in real time, and gave brokers and clients a clearer approval experience.
Read case study →
HUB International: user management replacing Excel and inboxes
40% better collaboration efficiency
247 Labs expanded an internal tool into a user management system that replaced spreadsheet and email-based credential handling for brokers and staff.
Read case study →
Edge Benefits: scalable platform for advisors and benefits teams
Real-time product rule updates
247 Labs built a configurable web platform that supported advisors, sales teams, and employees while giving administrators better control over products, quotes, and enrollments.
Read case study →Capabilities
The model, build, and controls layer behind clear client structure.
We help teams define the right relationship model, build it into the CRM properly, and keep the structure accurate and governed as records change.
Design the right relationship model
We map clients, households, entities, and product links before any CRM structure is built.
- Household and entity mapping
- Relationship type design
- Linking rule definition
- Data model and scope review
Build the connected structure
We create the data model, links, and hierarchy views that hold the relationship structure together.
- Relationship data model build
- Hierarchy and rollup views
- Cross-system entity linking
- Deduplication and merge logic
Keep the structure accurate
We design around data quality, ownership, and clean updates so the relationship view stays reliable.
- Duplicate and orphan detection
- Record ownership rules
- Relationship status tracking
- Data quality dashboards
Handle linked data with care
We design around access control, auditability, and privacy expectations for connected client records.
- Role-based permissions
- Audit event history
- Sensitive data handling
- Reporting control support
Tech Stack
Client structure should resolve across the systems where your relationship data already lives.
We build around the systems and interactions that determine whether a relationship platform becomes useful or ignored.
I've been working with 247 Labs for over 5 years. They have been very committed to my projects! highly recommend Their team has been able to take design, feedback from scratch and turned it into a revenue generating platform.
Russ Morrison, CEO and founder, TMS technologies
Business Benefits
A clear client structure improves visibility, accuracy, and follow-up.
When relationships resolve into one structure, teams see the full picture, trust the data, and act on the right relationship at the right time.
See the full relationship
View every linked client, household, account, and product in one clear hierarchy.
Trust the underlying data
Resolve duplicates and orphaned records so the relationship structure stays accurate.
Act with full context
Give staff the complete relationship view before they advise, route, or follow up.
Spot more opportunity
Surface cross-account and household opportunities that flat records hide.
Reduce manual cross-checking
Replace piecing relationships together by hand with a structure the CRM maintains.
Ready to map your client structure so teams see every relationship clearly?
Talk with 247 Labs about your households, entities, and account links so the CRM reflects the real relationship structure your teams work from.
Start Your CRM ProjectFAQ
Common questions before a client structure project starts.
We model relationship types, linking rules, and grouping logic during discovery, then build the structure so related accounts, contacts, and products resolve into one household or entity view.
Yes. We detect duplicate, orphaned, and mismatched records, define merge and ownership rules, and bring relationships into one clean structure the CRM can maintain going forward.
Yes. We connect the CRM to the systems holding account and entity data so related records link into a single hierarchy instead of staying isolated in separate tools.
We design around role-based access, audit history, and clear data boundaries so connected client records stay protected even as more relationships become visible.
Let’s build something
great together.
We’re happy to answer any questions you may have and help you determine which of our services best fits your needs.
Call us at 1-877-247-7421 or email hello@247labs.com
Your Benefits:
- Client Oriented
- Independent
- Competent
- Result-driven
- Problem-solving
- Transparent
What happens next?​
1
We schedule a call at your convenience
2
We do a discovery and consulting meetingÂ
3
We prepare a proposalÂ
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