CRM System Design & Dev for Financial Services Firm
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CRM Consulting and SI Custom Software Development
- $10,000 to $49,999
- Nov. 2024 - Jan. 2025
"My CRM system was delivered without any hitches."
- Financial services
- Katy, Texas
- 1-10 Employees
- Online Review
- Verified
Techanzy Limited designed and developed a CRM system tailored for a financial services firm's workflows. They built features for lead management, customer interaction tracking, and task automation.
Techanzy Limited deployed the CRM system, which met all the metrics needed for success. The team adhered to deadlines, thought outside the box, and found creative solutions to challenges. They also communicated well via email, messaging apps, and online meetings.