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FundPortal CRM

Problem

Following the successful delivery of the BNP Paribas platform, we wanted to incorporate the best advances from that project back into our SaaS offering.

Process

  • Carefully specifing which aspects of the enterprise implementation would be valuable to our clients
  • Significant redesigns and development of new features to deliver powerful workflows


    • Launch

  • Unlisted wordpress page with call to actions for demos for prospects and clients
  • Tutorial and walkthrough material produced for new users