What was included
Support
Scope
Plan
Scope
Plan
1 month
Structure, design, sections, CRM
A project like this is "Project"
Result
TOP-10
best investment portals in the country, March 2024
O
manual transfers — it goes straight to CRM
In-house
the client updates without us
How it works
01
Investor enquiry
form on the portal
02
Sent to the system
integration
03
Enquiry record
client's CRM
04
Reply to the investor
client's team
Fragments
What we did
We rebuilt the structure
Sections follow what an investor is actually doing, not how the agency is organised.
Connected to the internal system
Enquiries go straight into the client's CRM, with no manual transfers and nothing lost.
Content handed over
The client updates sections and materials themselves, without coming back to the contractor.
Sections follow what an investor is actually doing, not how the agency is organised.
Connected to the internal system
Enquiries go straight into the client's CRM, with no manual transfers and nothing lost.
Content handed over
The client updates sections and materials themselves, without coming back to the contractor.
What they came with
The old portal was awkward to use: investors couldn't find what they needed, and enquiries had to be moved into the working system by hand. A cosmetic fix wouldn't solve that — it needed a different structure.
Other cases
No newsletters, no calls out of the blue: we only write about your project.
LET'S START
Tell us about your project and we'll come back with a timeline and a price.
No spec needed. Tell us what your business is and what should happen after launch — we'll work out the rest in writing.
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