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Information

Client
Confidential (NDA)
Role in project
Product Owner / Technical Lead
Services
Business & technical discovery Backend & frontend development UX/UI design
Year
2025
About this project

A fully custom CRM system designed to automate client onboarding

The client needed a centralized digital solution to manage complex workflows related to registering new customers, including legal entities. Existing off-the-shelf CRM systems did not cover regulatory requirements, document flows, and internal approval logic.

The solution includes a secure client-facing portal and an internal management system tailored to the client’s operational needs. The project was developed under NDA and implemented end-to-end, from discovery and system design to development, testing, and deployment.

Overview

We designed and developed a custom CRM system tailored specifically to the client’s workflows and operational logic.

The system includes:

  • a dedicated client entry point with a full-featured personal cabinet
  • automated onboarding workflows for new clients
  • electronic document management with structured storage and approvals
  • internal tools for managing client data, statuses, and processes
  • role-based access control for different user types

All business logic was carefully mapped during the discovery phase to ensure the system reflected real operational processes, not theoretical assumptions.

Results

60% Client Onboarding Time Reduced
45% Manual Processes Automated
35% Operational Efficiency Increase