A custom CRM platform built for a financial services company to manage client relationships, sales processes and internal operations in one system. The platform centralizes client data, deal pipelines and internal workflows, giving management clear oversight of business performance.
Client
Financial services company
Industry
Financial advisory & wealth management
Scope of work
Custom CRM platform, sales pipeline system, internal tools
Timeline
Discovery → development → deployment
Role
Product strategy, UX design, full-stack development
Financial advisory businesses rely heavily on structured client data, long-term relationships and transparent sales processes. However, many companies still operate with fragmented tools such as spreadsheets, emails and disconnected CRM solutions.
We approached the project as a business operations platform, not just a CRM implementation.
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path d="M 12.168 5.45 L 7.571 10.046 C 7.501 10.116 7.412 10.164 7.315 10.183 C 7.218 10.203 7.118 10.193 7.026 10.155 C 6.935 10.117 6.857 10.053 6.802 9.971 C 6.747 9.888 6.717 9.792 6.718 9.693 L 6.718 5.596 L 0.5 5.597 C 0.368 5.597 0.24 5.544 0.147 5.45 C 0.053 5.356 0 5.229 0 5.096 C 0 4.964 0.053 4.837 0.147 4.743 C 0.24 4.649 0.368 4.596 0.5 4.596 L 6.718 4.597 L 6.718 0.5 C 6.717 0.401 6.747 0.305 6.802 0.222 C 6.857 0.14 6.935 0.076 7.026 0.038 C 7.118 0 7.218 -0.01 7.315 0.01 C 7.412 0.029 7.501 0.077 7.571 0.147 L 12.168 4.743 C 12.261 4.837 12.314 4.964 12.314 5.096 C 12.314 5.229 12.261 5.356 12.168 5.45 Z" fill="rgb(0, 0, 0)" height="10.19293037387838px" id="hz6C4v8OF" transform="translate(5.843 6.904)" width="12.314039999999999px"/></svg>)
Mapping the advisory and sales workflow
Designing a structured CRM data model for client relationships
Creating a pipeline system for managing deals and opportunities
Building dashboards that provide operational insight for management
Centralised client database
Sales pipeline and deal management
Structured communication history
Internal task and workflow coordination
Management dashboards for business performance
We delivered a custom CRM platform tailored to the operational needs of a financial advisory business.
Client lifecycle management
Deal pipeline tracking and opportunity management
Structured client communication records
Internal workflow coordination
Business performance dashboards
Improved visibility over sales pipelines
Better coordination between advisors and management
Reduced reliance on spreadsheets and manual tracking
Scalable infrastructure supporting company growth
Martin Dérik
FinCare Services s.r.o. - CEO
This project demonstrates how custom CRM platforms can become the operational backbone of financial service companies.
Running a financial advisory or sales-driven organization
Managing complex client relationships and sales pipelines
Looking to replace fragmented tools with a centralized platform
Building internal systems that support long-term business growth
Copy share link
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path d="M 10 0.556 L 10 7.778 C 10 7.887 9.968 7.995 9.907 8.086 C 9.845 8.178 9.759 8.249 9.657 8.291 C 9.556 8.333 9.444 8.344 9.336 8.323 C 9.228 8.301 9.129 8.248 9.051 8.171 L 5.833 4.952 L 0.949 9.837 C 0.845 9.941 0.703 10 0.556 10 C 0.408 10 0.267 9.941 0.163 9.837 C 0.059 9.733 0 9.592 0 9.444 C 0 9.297 0.059 9.155 0.163 9.051 L 5.048 4.167 L 1.829 0.949 C 1.752 0.871 1.699 0.772 1.677 0.664 C 1.656 0.556 1.667 0.444 1.709 0.343 C 1.751 0.241 1.822 0.155 1.914 0.093 C 2.005 0.032 2.113 0 2.222 0 L 9.444 0 C 9.592 0 9.733 0.059 9.837 0.163 C 9.941 0.267 10 0.408 10 0.556 Z" fill="rgb(0, 0, 0)" height="10px" id="jlcDVdDKb" transform="translate(7 7)" width="10px"/></svg>)
