Harvey & Company
December 2023

Custom CRM for Mergers & Acquisitions Company

Harvey needed to rebuild their internal M&A CRM using modern technology. Their custom CRM powers their internal company workflows and is central to their day-to-day business operations. We developed a new modern CRM system built on ReactJS.

Development Services

Frontend, Backend, API, & Reporting Tool Dev

Technology Stack

ReactJS, NodeJS, Lambda,

Project Overview

Harvey & Company, LLC is a premier investment firm with a proven track record of success. They invest in a wide range of industries and sectors, and they offer their clients expert advice, investment opportunities, and leading acquisition strategies.

Harvey & Company came to us because they needed to update their outdated CRM system. Their old CRM system was no longer meeting their needs, and it was difficult to use and maintain. Additionally, the system contained a vast amount of complicated business logic, which made it difficult to update and customize.

We worked closely with Harvey & Company to understand their specific needs and requirements. We then developed a plan to update their CRM system and migrate their data to a new custom built CRM platform. We also worked with Harvey & Company to develop a new set of business processes and workflows that were optimized for the new CRM system.

The new CRM system that we implemented for Harvey & Company is a state-of-the-art system that is easy to use and maintain. It also offers a number of features and functionality that were not available in their old system. For example, the new CRM system includes a powerful reporting and analytics engine that allows Harvey & Company to track their progress and make better investment decisions.

In addition to updating Harvey & Company's CRM system, we also provided them with ongoing training and support. We worked with their team to ensure that they were able to use the new system effectively and efficiently.

As a result of our work, Harvey & Company now has a CRM system that meets their needs and helps them to be more successful. They are able to better manage their relationships with clients and investors, and they are able to make better investment decisions.

Here are some additional thoughts on the importance of updating outdated CRM systems:

  • Outdated CRM systems can be difficult to use and maintain. This can lead to productivity losses and errors.
  • Outdated CRM systems may not have the features and functionality that businesses need to be successful. For example, they may not have robust reporting and analytics capabilities.
  • Outdated CRM systems may not be compatible with newer technologies. This can make it difficult for businesses to integrate their CRM systems with other systems and tools.

Overall, updating an outdated CRM system can be a valuable investment for businesses. It can help them to improve their productivity, efficiency, and profitability.

* We cannot share screenshots of the CRM because of our work with Harvey's proprietary workflows

Harvey Website

Website not built by our team. Propriety CRM Not Shown