The Challenge
The client anticipated their new app's growth would make their manual, spreadsheet-based operations for sales, support, and user account management completely unsustainable.
Our Solution
To build a dual-purpose platform: an internal CRM for staff and a user-facing portal for customers to self-manage their accounts, deposits, and withdrawals.
Technologies Used
Next.jsTailwind CSSNode.jsMongoDBVercel
Key Results
Provided a single source of truth for all client data
Achieved better compliance with financial regulations
Improved the end-user experience with self-service features