CRM is a tool to improve financial planning

Customer

Minnesota Merchant – Customers have invented a new way to present themselves in every way the way merchants do. The system allows financial planners to communicate with their clients through handwritten notes, providing a closer overview and warmth of their investments. This system provided cheap communication for your satisfied customers, so it seemed personal.

Project plan

Create, develop and optimize a selected CRM product for financial accountants with the ability to borrow high-quality features not available in the market with standard CRM solutions. Create a software program for programming as a service (SaaS) model.

Consumer problems

The first customer did not have a scientific team to design the product from scratch. The first group has very little scientific knowledge and wants to speed up thinking.

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