Custom CRM for Mergers & Acquisitions
Client
Harvey & Company
Industry
Financial Services
The Challenge
Harvey & Company's old CRM system was no longer meeting their needs. As a premier investment firm, their CRM is central to day-to-day operations, and the outdated system was slowing down workflows and limiting their ability to manage deals effectively.
Our Solution
We developed a new modern CRM system built on ReactJS with a Node.js backend and AWS Lambda for serverless processing. The system streamlines their M&A workflows with custom reporting tools and seamless integrations with their existing processes.
Project Scope
- Full CRM architecture & database design
- Custom M&A deal pipeline management
- Reporting & analytics dashboard
- Integration with existing tools & workflows
- User management & role-based access
- Automated notifications & task tracking
Timeline
12 months
Results
Measurable impact and real business outcomes
Hours of Development
Custom Built
Integrated Platforms
Technology Stack
"Rotate rebuilt our entire CRM from the ground up. The new system has transformed how we manage our M&A pipeline."
Harvey & Company
Client