Custom CRM Solution for Financial Services Company

Financial Services Company

Project overview

The client is a financial services company that required a custom CRM solution to manage its growing customer base and streamline its sales and marketing processes.

Project process

The client needed a CRM solution that could be easily customized to meet their specific requirements, including lead management, customer segmentation, and advanced reporting capabilities. Additionally, the CRM needed to integrate with their existing systems and processes.


Our team developed a custom CRM solution tailored to the client's unique requirements. The CRM included features such as lead management, customer segmentation, and advanced reporting capabilities, allowing the client to effectively manage their customer relationships and sales processes. We also ensured seamless integration with the client's existing systems and processes to minimize disruption to their business operations.

.NET, ASP.NET MVC, SQL Server, JavaScript, jQuery, Bootstrap
7 people


The custom CRM solution significantly improved the client's sales and marketing processes, leading to increased efficiency and revenue growth. The CRM's lead management and customer segmentation features enabled the client to target their marketing efforts and close deals better and more effectively. The advanced reporting capabilities provided valuable insights into their business operations, helping the client make informed decisions and drive continuous improvement.

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We reinforce you at every step

We analyze your requirements and estimate work, setting up a cross-functional team to research the market and align your future solution with customer needs.
After finding the best candidates for your project, our developers and designers start realizing your idea into a marketable product, covering all stages of custom software development.
Finalizing the product release, we continue working on its performance, establishing monitoring functions, fixing bugs, and continuously delivering new features within negotiated scope.
We maintain productivity and provide recent updates for your product, preparing scalable infrastructure, responding to users’ feedback, and implementing advanced technologies.
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