Whisky Investment Platform and CRM Development
Challenge
Caskcap were growing quickly and needed more than a standard CRM. Their existing tools could not handle the demands of whisky investment management, including tracking stock, managing client portfolios, and displaying accurate data to investors.
They required a system that combined traditional CRM functions—leads, proposals, invoicing, reporting—with investment-specific capabilities. Another key challenge was reducing manual admin, as their team spent a significant amount of time updating stock and portfolio information across multiple systems.
The platform had to bring everything together in one place while offering a seamless, trustworthy experience for their clients.
Caskcap were growing quickly and needed more than a standard CRM. Their existing tools could not handle the demands of whisky investment management, including tracking stock, managing client portfolios, and displaying accurate data to investors.
They required a system that combined traditional CRM functions—leads, proposals, invoicing, reporting—with investment-specific capabilities. Another key challenge was reducing manual admin, as their team spent a significant amount of time updating stock and portfolio information across multiple systems.
The platform had to bring everything together in one place while offering a seamless, trustworthy experience for their clients.
Solution
We designed and developed a custom CRM tailored to the whisky investment sector. At its foundation, the system handled lead management, proposals, communication, and internal reporting.
From there, we extended the build with features unique to Caskcap’s workflow, including a secure client portal where investors could log in, view their whisky holdings, and access key portfolio information.
To ensure data accuracy and eliminate repetitive manual tasks, we integrated the system with the Proof 8 API. This allowed stock levels and investment information to update automatically, keeping both internal staff and investors aligned with real-time data.
We designed and developed a custom CRM tailored to the whisky investment sector. At its foundation, the system handled lead management, proposals, communication, and internal reporting.
From there, we extended the build with features unique to Caskcap’s workflow, including a secure client portal where investors could log in, view their whisky holdings, and access key portfolio information.
To ensure data accuracy and eliminate repetitive manual tasks, we integrated the system with the Proof 8 API. This allowed stock levels and investment information to update automatically, keeping both internal staff and investors aligned with real-time data.
Results
The new CRM has become an essential platform for Caskcap’s daily operations. Investors now have on-demand access to their stock information through a professional, secure portal, increasing transparency and confidence in the service.
Internally, the system streamlines lead handling, proposal generation, reporting, and communication while the Proof 8 integration reduces administrative work and minimises errors.
Overall, the platform gives Caskcap a scalable digital foundation that supports their expansion and delivers a modern experience for investors.
The new CRM has become an essential platform for Caskcap’s daily operations. Investors now have on-demand access to their stock information through a professional, secure portal, increasing transparency and confidence in the service.
Internally, the system streamlines lead handling, proposal generation, reporting, and communication while the Proof 8 integration reduces administrative work and minimises errors.
Overall, the platform gives Caskcap a scalable digital foundation that supports their expansion and delivers a modern experience for investors.