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Acme Finance·Financial Services

Custom CRM that unified sales, support, and compliance across 12 countries.

A legacy Salesforce instance, spreadsheets, and siloed teams — replaced by a single custom CRM with lead automation, role-based access, and real-time dashboards.

Acme Finance — Custom CRM that unified sales, support, and compliance across 12 countries.

Starting Point

Where it began

Sales data siloed by region, support tickets in a separate system, and compliance reporting that required two full-time analysts every month.

The Challenge

What was in the way

Acme Finance relied on spreadsheets and a legacy Salesforce instance that hadn't been updated in seven years. Lead response time averaged 47 hours and leadership visibility was limited to quarterly email summaries.

Our Approach

The strategy

  • Audit the existing data and process silos.
  • Design a unified data model for sales, support, and compliance.
  • Build role-based access so every team sees only what it needs.
  • Automate lead scoring and routing to cut response time.
  • Integrate with existing tools via APIs.
  • Deploy region by region with real-time dashboards.

The Solution

What we built

We built a custom CRM with lead automation, role-based access, and API integrations. The system unified sales pipelines, support tickets, and compliance logs with real-time per-region dashboards and automated lead scoring and routing.

Technology

The stack

ReactNode.jsPostgreSQLLead AutomationRBACAPI Integration

Customer Experience

What changed for the customer

A single interface replaced three disjointed systems. Teams stopped re-entering data and leadership gained real-time visibility, which changed the speed and quality of every decision.

The Journey

How the transformation unfolded

  1. 01

    Spreadsheets + Legacy CRM

  2. 02

    Unified Data Model

  3. 03

    Lead Automation

  4. 04

    Role-Based Access

  5. 05

    Real-Time Dashboards

  6. 06

    One Platform

Outcomes

Where it landed

47hr → 4min

Lead response time

+34%

Revenue uplift

2wk → 2hr

Compliance reporting

96%

User adoption

12

Countries deployed

8

API integrations

Services Involved

Custom CRM DevelopmentAPI IntegrationData Migration

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