Skip to main content
NWX global services
Back to Case Studies
Acme Finance·Financial Services

Custom CRM that unified sales, support, and compliance across 12 countries.

A legacy Salesforce instance, spreadsheets, and siloed teams — replaced by a single custom CRM with lead automation, role-based access, and real-time dashboards.

Acme Finance — Custom CRM that unified sales, support, and compliance across 12 countries.

Starting Point

Where it began

Sales data siloed by region, support tickets in a separate system, and compliance reporting that required two full-time analysts every month.

The Challenge

What was in the way

Acme Finance relied on spreadsheets and a legacy Salesforce instance that hadn't been updated in seven years. Lead response time averaged 47 hours and leadership visibility was limited to quarterly email summaries.

Our Approach

The strategy

  • Audit the existing data and process silos.
  • Design a unified data model for sales, support, and compliance.
  • Build role-based access so every team sees only what it needs.
  • Automate lead scoring and routing to cut response time.
  • Integrate with existing tools via APIs.
  • Deploy region by region with real-time dashboards.

The Solution

What we built

We built a custom CRM with lead automation, role-based access, and API integrations. The system unified sales pipelines, support tickets, and compliance logs with real-time per-region dashboards and automated lead scoring and routing.

Technology

The stack

ReactNode.jsPostgreSQLLead AutomationRBACAPI Integration

Customer Experience

What changed for the customer

A single interface replaced three disjointed systems. Teams stopped re-entering data and leadership gained real-time visibility, which changed the speed and quality of every decision.

The Journey

How the transformation unfolded

  1. 01

    Spreadsheets + Legacy CRM

  2. 02

    Unified Data Model

  3. 03

    Lead Automation

  4. 04

    Role-Based Access

  5. 05

    Real-Time Dashboards

  6. 06

    One Platform

Outcomes

Where it landed

47hr → 4min

Lead response time

+34%

Revenue uplift

2wk → 2hr

Compliance reporting

96%

User adoption

12

Countries deployed

8

API integrations

Services Involved

Custom CRM DevelopmentAPI IntegrationData Migration

More Stories

Related case studies

EQUILA TRAVEL — From a travel business to a franchise-ready brand.Travel & Tourism

EQUILA TRAVEL

From a travel business to a franchise-ready brand.

EQUILA TRAVEL set out to stop being one owner, one office, one location — and to become a brand with systems, a standardised customer experience, and a replicable model.

Brand StrategyDigital EcosystemLead Management
Read the story
EQUILA STYLE — From a normal clothing shop to a recognisable clothing brand.Retail & Fashion

EQUILA STYLE

From a normal clothing shop to a recognisable clothing brand.

EQUILA STYLE is the story of a shopkeeper who wanted to move beyond being just another local clothing seller — and of a brand built from positioning, identity, merchandising, and customer experience.

Brand StrategyBrand IdentityDigital Ecosystem
Read the story
Quantum Retail — Data-driven SEO and lead generation that grew organic revenue 287% in 9 months.E-Commerce & Retail

Quantum Retail

Data-driven SEO and lead generation that grew organic revenue 287% in 9 months.

An outdated CMS, zero local search presence, and untracked marketing spend — rebuilt into a technical SEO, local search, and demand-generation engine.

SEOLead GenerationCRM Configuration
Read the story

Ask AI

Ask about this transformation

Ask about the problem, the strategic approach, the technology, or whether the approach could fit your own business. Answers are drawn only from this case study's actual content.

Want a transformation story of your own?

We help businesses move from where they are to where they want to be — one honest, measurable step at a time.

Start your case study