CRM Software Development for Financial Advisory Firm
- Custom Software Development
- $10,000 to $49,999
- Feb. 2019 - Ongoing
“The team coaches me on how to do things better.”
- Financial services
- Houston, Texas
- 1-10 Employees
- Phone Interview
Soluntech provides custom Nak development to build out a financial advisory firm’s CRM. They’re setting up automation processes, creating an internal dashboard, and building a client portal.
Soluntech has adapted to the firm’s piecemeal development approach, drawing from their diverse talent pool to get tasks done. The team is responsive to customer needs and offers advice to overcome challenges that may arise.