A custom CRM solution to streamline client management and boost sales.
A financial services firm was using a generic, off-the-shelf CRM that did not meet their specific needs. The system was difficult to use, lacked critical features, and did not integrate well with their other tools, leading to a fragmented view of their client relationships.
ΞX LΞVΞL Solutions developed a bespoke CRM application from the ground up. The new system featured a custom dashboard, automated workflows, and seamless integration with their email and financial planning software. We designed an intuitive user interface to ensure quick adoption by their team.
The new CRM transformed how the firm managed its client relationships. The sales team reported a 25% increase in their sales pipeline due to better lead tracking and follow-up. The automated workflows reduced administrative tasks by 40%, freeing up advisors to focus on clients.