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$50 - $99 / hr
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Montevideo, Uruguay
  • Tiburcio Gómez 1330
    Montevideo 11300
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CRM Consulting & Analytics for Financial Services Company

"We felt completely confident working with them; they offered levels of trust and innovation that were critical for us."

Willing to refer: 
The Project
$200,000 to $999,999
Jan 2015 - Ongoing
Project summary: 

Zimmic worked closely with their client to deliver an overhaul of the CRM system and client analytics capabilities of a financial services company.

The Reviewer
1-10 Employees
Montevideo, Uruguay
Rodrigo Camean
CEO, Prestacel
The Review
Feedback summary: 

The project has been successful so far, providing critical process improvements for the overall success of the client's company. The team from Zimmic is communicative and always prompt, helping to guide the timeline of the project and make sure that all deadlines and budget constraints were met.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.


Introduce your business and what you do there

I am the CEO of a financial services company.


What challenges were you trying to address with Zimmic?

We hired them for a project related to our CRM and client analytics.


What was the scope of their involvement?

The Zimmic team worked closely with us to determine the requirements of the project, after which they revamped our entire CRM system. They built out significant improvements in our client analytics capabilities and made changes to the backend interface as well.

What is the team composition?

There were more than 5 people involved.

How did you come to work with Zimmic ?

I knew personally the company’s founder, as a financial company we really needed a partner that we could trust deeply and I knew I could trust them. Also, I knew they were very good at CRM solutions and that was what we needed so they were just the best choice for us. 

How much have you invested in them?

About 400,000 USD.

What is the status of this engagement?

I don’t remember the exact date when we started our collaboration but we continue working constantly with them in different projects. 


What evidence can you share that demonstrates the impact of the engagement?

They were able to adapt to our needs and that was very important for us. Thanks to that, the results of the project were key to our company.

How did Zimmic perform from a project management standpoint?

They met every deadline and were able to guide us on defining the right schedules for our projects. At the time we didn’t have an IT area so that was very helpful for us.

What did you find most impressive about them?

We felt completely confident working with them because they offered levels of trust and innovation that were very important for us. Also, every member of the team was in tune with the project and was in the same high level of professional skills. 

Overall Score
  • 5.0 Scheduling
  • 4.5 Cost
    Value / within estimates
  • 4.5 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer