endorsedOngoing

Internal CRM System for Financial Services Company

Services Covered:

Custom Software Development

Industry

Financial Services

Duration

127 months

Budget

10K - 49K

Start Date

1 January 2016

Team Size

1-5 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

80/100

Strong

Project Capability Score (PCS) estimates how capable Snotor is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

Latvia

Project Summary

Snotor (formerly MassMedia Group) developed a web-based internal CRM for a financial services company, using PHP and SQL. The vendor delivered an initial production release within several months and continues to provide iterative monthly feature updates and integrations with external systems. Stakeholders report organized workflows and consider the project goals achieved; the team is described as responsive and professional.

Key Challenges

Develop an internal CRM for employees (call centre agents and operators)
Consolidate daily work into a single system for account management

Project Deliverables

Web-based CRM system for internal staff
Integrations with external services (call centre software, credit bureau, payment systems)
Iterative monthly feature deliveries and updates
Initial production-ready release delivered within several months

Project Solution

The vendor developed a web-based CRM system for call-center agents and operators, delivering an initial production-ready version within several months and continuing with monthly iterations to add features and improvements. The system was built with PHP and SQL and includes integrations with external providers such as call centre software, credit bureaus, and payment systems. The engagement included multiple kick-offs, iterative deliveries, and ongoing maintenance and enhancements.

Project Outcome

Enabled the client to manage workflow in a more organized way
Project goals were reached and stakeholders consider the engagement successful

Platforms

Tech Stack

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“While it is difficult to provide any measurable outcomes, the stakeholders believe that Snotor (formerly MassMedia Group) was successful in achieving their goals. The team carried themselves like professionals and were highly-responsive and communicative throughout the project.”
Anonymous
CEO
Date: 10/21/2020