CRM & Intermediary Portal

A custom CRM and self-service portal built for a client working with a network of intermediaries. Instead of scattered spreadsheets and email threads, everything lives in one place.

• Central client and deal management
• Self-service portal where intermediaries manage their own clients and documents
• Document handling with clear status and history
• Role-based access so everyone sees exactly what they need

Built under NDA, so we can't show screenshots - but we're happy to talk about the architecture and approach.