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CRM, Client Onboarding & Engagement Portals - Cases Financial services

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CRM, Client Onboarding & Engagement Portals

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Development of AI-Powered Financial CRM for Debt Collection

Financial services

The system must provide a comprehensive CRM solution tailored for debt collection, enabling efficient management of debtor cases, communication, reporting, and AI-driven insights. It should support data import, case management, operator collaboration, and automated reporting.

PHP Symphony 2, Ember, REST API...
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HubSpot CRM Implementation for a Fintech Consulting Firm

Financial services

The new CRM system must provide lead management, contact management, sales automation, marketing automation, reporting, and analytics capabilities.

HubSpot CRM (Marketing Hub and Sales Hub), Web Development (for data migration and form integration)
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