Introduction

AI Synergy is a company specializing in creating advanced software tailored to client needs. In 2025, a client approached us to develop a CRM system and a financial application to help manage customer relationships and company finances.

Client Description

The client is a rapidly growing company in the financial sector, operating in the market for several years. Their main goal was to improve customer data management, automate sales processes, and create an intuitive tool for financial analysis.

Challenge / Problem

Before working with us, the client faced the following issues:

• Lack of a centralized system for managing customer relationships
• Difficulty accessing up-to-date financial and analytical data
• No automation in lead and customer management
• Low intuitiveness of existing tools

Process and Implemented Solutions

• Consistent Design System – Developed a cohesive design system for the CRM and financial application.
• Intuitive User Interface – Built an intuitive UI following best UX/UI practices.
• Automation – Automated lead generation and customer management processes.
• Financial Analysis Module – Implemented a financial analysis module within the application.
• System Integration – Integrated the CRM system with other tools used by the company.

Summary & Client's Opinion

Achieved a 40% reduction in lead management time, a 25% increase in sales conversions, and improved accessibility to real-time financial data. Designed over 200 pages for system consistency and intuitiveness.

"Thanks to AI Synergy, we've gained a modern, intuitive tool for managing customers and finances. It allows us to analyze data efficiently, and we highly recommend AI Synergy for any company seeking effective technological solutions." – Client