Branding, Web Dev & CRM Consulting for Financial Brokerage
- Branding CRM Consulting and SI Web Development
- Less than $10,000
- Dec. 2023 - Feb. 2024
"We appreciated their attention to detail and responsiveness to our requests for changes."
- Financial services
- Lincoln, England
- 1-10 Employees
- Online Review
- Verified
Aimest was hired by a financial brokerage to migrate their customer information from Excel spreadsheets to HubSpot CRM. They also designed and developed a new website and provided branding support.
Aimest successfully built a functional website that was linked to the client's HubSpot, boosting operational efficiency. The team led regular meetings and communicated frequently to ensure a smooth workflow. Their attention to detail and receptiveness to requests and scope changes were commendable.