Custom CRM for Mergers & Acquisitions
Client
Harvey & Company
Industry
Financial Services
The Challenge
Harvey & Company manages complex mergers and acquisitions worth hundreds of millions of dollars, where every deal involves intricate stakeholder management, due diligence workflows, and compliance requirements. Their legacy CRM—built on outdated technology—had become increasingly unreliable, forcing team members to rely on spreadsheets and manual workarounds. Deal timelines were slipping, critical information was scattered across systems, and their investment team couldn't see real-time pipeline status. The firm needed a system purpose-built for the realities of modern M&A investing, but they also required continuity during the transition from their old platform.
Our Solution
We architected a ground-up custom CRM specifically designed for M&A workflows, leveraging ReactJS for a responsive, intuitive frontend and Node.js with AWS Lambda for a serverless, auto-scaling backend. The system captures the entire deal lifecycle—from initial sourcing through closing and post-acquisition integration—with dynamic deal stages, role-based permissions, and real-time collaboration features. We built custom reporting and analytics dashboards that give partners visibility into pipeline velocity, deal metrics, and team performance. The system integrates seamlessly with their existing data sources and third-party tools, so no data was lost during migration.
Project Scope
- Full enterprise CRM architecture & database design
- Custom M&A deal pipeline management with dynamic stages
- Executive reporting & analytics dashboard
- Real-time collaboration and commenting system
- Integration with existing financial tools & data sources
- Advanced role-based access control with audit logging
- Automated notifications, task tracking, and deadline alerts
- Data migration from legacy system
Timeline
12 months
Results
Measurable impact and real business outcomes
Hours of Development
Faster Deal Workflows
Months from Kickoff to Launch
Technology Stack
"Rotate didn't just rebuild our CRM—they built something purpose-designed for how we actually work. The new system has fundamentally improved how we move deals through the pipeline and collaborate as a team."
Harvey & Company
Investment Partner
Frequently Asked Questions
How long does it typically take to migrate from a legacy CRM to a custom system?
Timeline varies based on data complexity and integration needs, but Harvey & Company's migration took 12 months. This included planning, development, data migration, testing, and a phased rollout. We recommend 9-15 months for enterprise-scale transitions to ensure data integrity and user adoption.
What happens to historical data during a CRM migration?
We preserve all historical deal data, transaction records, and audit trails. Our data migration process maps legacy data to new schemas, validates accuracy, and maintains referential integrity. Users have complete access to historical records on day one.
Can a custom CRM integrate with our existing financial systems?
Yes. Custom CRMs have the advantage of being built specifically around your tech stack. We integrated Harvey's system with their existing financial data sources, ensuring real-time synchronization and eliminating manual data entry across systems.