Organize client databases, automate orders, and analyze key metrics effectively
innovation in every turnCRM System for Sales Optimization and Streamlined Processes
About the Client
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In the market for more than
13 years
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Employees in total
around 500
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Clients are served on a monthly basis
100+
Moneyveo is the leader microcredit market and the first in GB to start providing financial assistance online.
The problem:
The client aimed to automate business processes, unify employees into a single system for efficient management, streamline communication, track payments, and monitor staff attendance.
Key Challenges
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Challenge 1
Fragmented Data
Client data scattered across multiple platforms
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Challenge 2
Limited Analytics
Lack of reports for strategic decision-making
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Challenge 3
Manual Processes
Slow operations due to manual workflows
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Challenge 4
Tool Integration
Challenges syncing with other software
Our Approach
Our Solution for
Moneyveo
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Pre-project Research
Analyze processes and define system requirements for system.
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System Design
System Design Create structure, roles, and features tailored to business needs.
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Development and Testing
Implement and test system functions with user collaboration.
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System Launch
Introduce the system, train staff, and prepare user documentation.
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System Support and Development
Provide updates, add features, and ensure smooth operations.
Results Achieved
What We Delivered
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Achieve1
100% Centralized Data Access
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Achieve2
50% Faster Approval Processes
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Achieve3
30% Increase in Employee Efficiency
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Achieve4
25% Reduction in Errors
What Our Client Says
We had been looking for a solution to simplify our processes — and finally found it. The system saves time and gives a clear understanding of who is doing what.
We had been looking for a solution to simplify our processes — and finally found it. The system saves time and gives a clear understanding of who is doing what.
Head of Digital Solutions
Moneyveo
Our another cases:
We are ready
to consult you
Have Questions?
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What is a CRM system, and why do I need it?
A Customer Relationship Management (CRM) system is a tool designed to streamline your business processes by managing customer interactions, automating workflows, and providing actionable insights. Businesses need CRM to improve customer satisfaction, increase sales efficiency, and enhance team collaboration.
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What services do CRM integrators provide?
CRM integrators help businesses implement and optimize CRM systems. Our services include consulting, system customization, data migration, integration with existing tools, team training, and ongoing support to ensure your CRM delivers maximum value.
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How do you choose the right CRM system for my business?
We assess your business needs, goals, and existing processes to recommend the best CRM solution, whether it’s HubSpot, Zoho, Salesforce, or another platform. Our priority is finding the right fit to address your unique challenges and drive growth.
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What industries do you specialize in?
While we serve clients across various sectors, we have extensive experience in logistics, e-commerce, healthcare, real estate, and professional services. Our tailored approach ensures that each CRM system aligns with the specific demands of your industry.
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How long does it take to implement a CRM system?
The timeline for CRM implementation depends on the complexity of your requirements. Standard setups take 2–4 weeks, while highly customized integrations may take 6–8 weeks. We work efficiently to deliver results without compromising quality.
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Do you provide ongoing support after implementation?
Yes, we offer continuous support to ensure your CRM system operates smoothly and evolves with your business needs. Our services include troubleshooting, updates, performance monitoring, and training for new team members.
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Do you work only in the UK?
Our main focus is the UK, but we can scale.
