SaaS & Tech

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Client: NexusFinance

AI-Powered CRM System

A custom CRM built for a fintech company that was losing leads due to disconnected tools and manual follow-up processes. The system brings customer data, sales pipelines, and automated workflows into one place.

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Key Metrics & Outcomes

3.5x

ROI within 6 months

250%

Increase in lead conversion

Technology Stack
Django
Next.js
PostgreSQL
MUI
AWS
The Challenge

NexusFinance was managing customer relationships across multiple disconnected tools. Sales reps had no clear view of the pipeline, follow-ups were falling through the cracks, and reporting took hours to compile manually. Customer churn was rising as a result.

The Solution

We built a custom CRM tailored to their financial services workflow — with a unified customer view, automated follow-up sequences, deal tracking, and reporting dashboards that update in real time. Predictive scoring helps the sales team prioritise the leads most likely to convert.

Key Results Delivered

Lead conversion rate increased by 250% within the first two quarters

Time spent on manual sales admin reduced by 68%

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