This project took 3 months from process analysis to launch. CRM development usually takes 4 to 12 weeks: a simple system is faster, a system with integrations and analytics takes longer.
Case study · GPI Europe · financial consulting
Custom CRM for financial consultants
Clients, assets and documents in one system instead of a third-party SaaS.
Hundreds of users
migrated from the old system together with their files
3 months
from process analysis to going live
5 modules
clients and assets, access rights, calendar, reference data, client portal
Client
GPI Europe advises British and European expats, helping them manage pensions, investments and capital when their lives and money are spread across different countries. The company has worked in cross-border finance for 36 years, and its consultants manage clients, their assets and documents.
Before
The company worked in a third-party SaaS. As the business grew, the service became less and less convenient and cost-effective.
01
Too complex and not tailored
The service was too complex, and it could not be adapted to how the company works.
02
Too expensive
The ready-made service cost the company too much.
03
Weak access control
Clients' financial data required clear separation between employees.
04
Inconvenient document flow
Documents and reports required manual work, and their expiry dates were easy to miss.
How we did it
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Stage 1 · June 2025, 2 weeks
Analysis and requirements
We mapped the processes for working with clients, assets and staff, and prepared the technical specification and architecture.
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Stage 2 · June–July 2025, 6 weeks
Design and development
We built separate interfaces for administrators and clients, and laid out the logic of roles and access rights and the structure of documents and assets.
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Stage 3 · August 2025, 3 weeks
Integration and optimization
We set up the event calendar, reminders and report generation, and optimized the system for stable and secure operation.
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Stage 4 · late August 2025, 1 week
Launch
We deployed the CRM to the server, migrated users and files from the old system, set up access rights and backups, and handed the system over for daily work.
Key decision
A custom CRM instead of a third-party service. The ready-made system was too complex, could not be tailored and cost too much. So the company got a system with only what it needs for its work.
The solution on screen
All client assets on one screen
The card shows the list of assets with amounts and shares, plus an allocation chart. The client report is generated as a PDF.
Asset list. Real estate, accounts, savings and other client assets are collected in one list.
Share of each asset. Next to the amount you can see what share of the portfolio the asset takes.
Allocation chart. The consultant sees the asset structure at once, without separate calculations.
PDF report. The client report is generated with one click.
Everyone sees only their own data
Administrators and consultants have different permission levels, so employee access to data is clearly separated.
Deadlines are no longer missed
The calendar shows events and critical dates, reminds about document expiry dates and syncs with Outlook.
Clean data thanks to reference lists
Countries, currencies and companies are selected from reference lists, so data is entered faster and consistently in all forms.
Results
GPI Europe moved from a third-party service to its own system, where clients, assets, documents and access rights are kept together.
Hundreds of users
We migrated several hundred users from the old system together with their files.
3 instances, 2 branches
The system runs in 3 instances for 2 company branches.
Access for everyone
We set up access rights for all system users.
Backups
We set up data backups.
Technologies Used
To implement the project, we used a modern technology stack focused on stability and scalability:
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PHP 8.3
Modern server-side language for fast data processing and site logic.
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Symfony 6.4 (LTS)
Reliable PHP framework for building complex and scalable web projects.
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MySQL 8
Popular database management system for secure and efficient data storage.
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Linux Ubuntu 22.04
Stable OS providing a high-performance and secure server environment.
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Nginx
High-performance web server for fast content delivery and request handling.
Frequently asked questions
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From €1,000. The cost depends on the number of modules, roles and integrations, so we give an exact price after analyzing your processes.
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When the service stops keeping up with the business. This client found the functionality too complex, could not tailor the system and found it too expensive. If there is only one small limitation, a custom system may be unnecessary.
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Only those whose role allows it. In this CRM, administrators and consultants have different permission levels, and clients see only their own data and documents, without being able to change them.
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Yes. Here the calendar syncs with Outlook. Through APIs or ready-made modules you can connect a website, payment systems, ERP and other services.
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We hand over documentation and instructions and, if needed, run online sessions for the team. We take the system into support and add new features gradually as the business needs them.
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