Custom CRM and Client Portal for Vinadamo
Challenge
Vinadamo needed more than a standard CRM setup. They required a centralised system that could manage leads, proposals, tasks, projects, and invoices — but they also needed a professional interface where clients could log in and view their investment orders in real time.
The challenge was creating a balance between robust internal controls for staff and a smooth, secure user experience for clients. Data had to remain consistent across both sides of the platform, and the system needed to support long-term scalability in a specialist market.
Vinadamo needed more than a standard CRM setup. They required a centralised system that could manage leads, proposals, tasks, projects, and invoices — but they also needed a professional interface where clients could log in and view their investment orders in real time.
The challenge was creating a balance between robust internal controls for staff and a smooth, secure user experience for clients. Data had to remain consistent across both sides of the platform, and the system needed to support long-term scalability in a specialist market.
Solution
We developed a tailored CRM that mirrored Vinadamo’s workflow and operations. The platform included all core CRM features: lead management, proposal creation, task tracking, invoicing, and reporting.
To meet the client’s unique requirement, we added a secure client portal where investors could access their wine order details, check progress updates, and review their activity at any time.
On the administrative side, the CRM ensured all data remained accurate and synchronised, giving staff full control over order management, updates, and internal processes while maintaining complete transparency for clients.
We developed a tailored CRM that mirrored Vinadamo’s workflow and operations. The platform included all core CRM features: lead management, proposal creation, task tracking, invoicing, and reporting.
To meet the client’s unique requirement, we added a secure client portal where investors could access their wine order details, check progress updates, and review their activity at any time.
On the administrative side, the CRM ensured all data remained accurate and synchronised, giving staff full control over order management, updates, and internal processes while maintaining complete transparency for clients.
Results
The new CRM provides Vinadamo with a dual-purpose system that strengthens both internal efficiency and client communication. Investors now have direct access to their order information, reducing the dependence on manual updates and improving trust through real-time visibility.
For the internal team, the CRM streamlines day-to-day operations — from lead handling to invoicing — while offering clear insights into performance and workload.
Overall, the platform delivers a more professional, scalable, and organised way for Vinadamo to manage their wine investment business.
The new CRM provides Vinadamo with a dual-purpose system that strengthens both internal efficiency and client communication. Investors now have direct access to their order information, reducing the dependence on manual updates and improving trust through real-time visibility.
For the internal team, the CRM streamlines day-to-day operations — from lead handling to invoicing — while offering clear insights into performance and workload.
Overall, the platform delivers a more professional, scalable, and organised way for Vinadamo to manage their wine investment business.