Jun 23, 2022
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Allied Partners - Custom CRM
Completed

Allied Partners - Custom CRM

$50,000+
4-6 months
United States
2-5
view project
Service categories
Service Lines
Big Data
Software Development
IT Services
Web Development
Domain focus
Legal

Challenge

Our goal was to create a user-friendly system that stores all of Allied Partner’s property information in one easily accessible place. They had two additional requirements: -They wanted to create reports that included the most important information about each property. -They wanted a notification system for contracts that were about to expire.

Solution

We created several features, including: -Universal catalog of data points. -Search and filters. -2FA (two-factor authentication). -Custom reports. -Notifications. -Users page. -Custom calendar. -Permissions.
We created several features, including: -Universal catalog of data points. -Search and filters. -2FA (two-factor authentication). -Custom reports. -Notifications. -Users page. -Custom calendar. -Permissions.

Results

Our cloud-based solution is hosted on AWS, allowing employees at Allied Partners to work and access data remotely. In the end, Allied Partners were able to use the new database to keep track of their information, and to use the custom reports to gain more insight into the way their properties are run.