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Why Choose Goodspeed To Build Your Finance CRM
Goodspeed specialises in crafting custom-built CRM solutions tailored to the unique needs of financial institutions. Our no-code development approach accelerates project timelines, significantly reduces costs, and ensures the final product perfectly aligns with your institution's specific goals and workflows.
Rapid Development

Launch your CRM faster with no-code technology, accelerating time-to-market and delivering quicker return on investment.

Reduced Costs

Slash development costs compared to traditional coding methods, freeing up resources for other priorities.

Scalability

Build a system that effortlessly adapts to your institution's growth, accommodating increasing user numbers, data volumes, and evolving needs.

Customization

Create a custom CRM that reflects your brand identity and caters to specific workflows, enhancing user experience for both staff and clients.

Types of Finance CRM Tools We Can Build
Finance CRM platforms offer a diverse range of tools designed to streamline financial processes, strengthen customer relationships, and boost revenue generation. These tools work together to optimise operations across various departments, from account management to loan servicing and wealth management.
Customer Relationship Management (CRM) Tool
The cornerstone of any finance CRM platform, the CRM tool centralises customer data, facilitates communication, and tracks interactions. It empowers institutions to personalise service offerings, manage leads effectively, and nurture long-term customer relationships.
Account Management Tool
Account management tools provide a comprehensive view of individual customer accounts, including account history, financial holdings, and transaction details. This enables financial advisors to provide personalised financial guidance, identify up selling opportunities, and proactively address customer needs.
Loan Servicing Tool
Loan servicing tools streamline the loan management process, automating tasks such as loan application processing, payment collection, and delinquency management. These tools improve operational efficiency, reduce errors, and enhance the customer experience.
Wealth Management Tool
Wealth management tools empower financial advisors to deliver exceptional service to high-net-worth clients. These tools provide comprehensive portfolio management capabilities, investment analysis features, and reporting tools to help advisors create personalised wealth management strategies for their clients.
Compliance Management Tool
Financial institutions are subject to a complex set of regulations. Compliance management tools automate regulatory reporting tasks, track compliance activities, and mitigate compliance risks, ensuring adherence to industry standards.

We’ve created products featured in

Why Choose Goodspeed To Build Your Finance CRM
Goodspeed specialises in crafting custom-built CRM solutions tailored to the unique needs of financial institutions. Our no-code development approach accelerates project timelines, significantly reduces costs, and ensures the final product perfectly aligns with your institution's specific goals and workflows.
Rapid Development

Launch your CRM faster with no-code technology, accelerating time-to-market and delivering quicker return on investment.

Reduced Costs

Slash development costs compared to traditional coding methods, freeing up resources for other priorities.

Scalability

Build a system that effortlessly adapts to your institution's growth, accommodating increasing user numbers, data volumes, and evolving needs.

Customization

Create a custom CRM that reflects your brand identity and caters to specific workflows, enhancing user experience for both staff and clients.

Types of Finance CRM Tools We Can Build
Finance CRM platforms offer a diverse range of tools designed to streamline financial processes, strengthen customer relationships, and boost revenue generation. These tools work together to optimise operations across various departments, from account management to loan servicing and wealth management.
Customer Relationship Management (CRM) Tool
The cornerstone of any finance CRM platform, the CRM tool centralises customer data, facilitates communication, and tracks interactions. It empowers institutions to personalise service offerings, manage leads effectively, and nurture long-term customer relationships.
Account Management Tool
Account management tools provide a comprehensive view of individual customer accounts, including account history, financial holdings, and transaction details. This enables financial advisors to provide personalised financial guidance, identify up selling opportunities, and proactively address customer needs.
Loan Servicing Tool
Loan servicing tools streamline the loan management process, automating tasks such as loan application processing, payment collection, and delinquency management. These tools improve operational efficiency, reduce errors, and enhance the customer experience.
Wealth Management Tool
Wealth management tools empower financial advisors to deliver exceptional service to high-net-worth clients. These tools provide comprehensive portfolio management capabilities, investment analysis features, and reporting tools to help advisors create personalised wealth management strategies for their clients.
Compliance Management Tool
Financial institutions are subject to a complex set of regulations. Compliance management tools automate regulatory reporting tasks, track compliance activities, and mitigate compliance risks, ensuring adherence to industry standards.

We’ve created products featured in

Why Choose Goodspeed To Build Your Finance CRM
Goodspeed specialises in crafting custom-built CRM solutions tailored to the unique needs of financial institutions. Our no-code development approach accelerates project timelines, significantly reduces costs, and ensures the final product perfectly aligns with your institution's specific goals and workflows.
Rapid Development

Launch your CRM faster with no-code technology, accelerating time-to-market and delivering quicker return on investment.

Reduced Costs

Slash development costs compared to traditional coding methods, freeing up resources for other priorities.

Scalability

Build a system that effortlessly adapts to your institution's growth, accommodating increasing user numbers, data volumes, and evolving needs.

Customization

Create a custom CRM that reflects your brand identity and caters to specific workflows, enhancing user experience for both staff and clients.

Types of Finance CRM Tools We Can Build
Finance CRM platforms offer a diverse range of tools designed to streamline financial processes, strengthen customer relationships, and boost revenue generation. These tools work together to optimise operations across various departments, from account management to loan servicing and wealth management.
Customer Relationship Management (CRM) Tool
The cornerstone of any finance CRM platform, the CRM tool centralises customer data, facilitates communication, and tracks interactions. It empowers institutions to personalise service offerings, manage leads effectively, and nurture long-term customer relationships.
Account Management Tool
Account management tools provide a comprehensive view of individual customer accounts, including account history, financial holdings, and transaction details. This enables financial advisors to provide personalised financial guidance, identify up selling opportunities, and proactively address customer needs.
Loan Servicing Tool
Loan servicing tools streamline the loan management process, automating tasks such as loan application processing, payment collection, and delinquency management. These tools improve operational efficiency, reduce errors, and enhance the customer experience.
Wealth Management Tool
Wealth management tools empower financial advisors to deliver exceptional service to high-net-worth clients. These tools provide comprehensive portfolio management capabilities, investment analysis features, and reporting tools to help advisors create personalised wealth management strategies for their clients.
Compliance Management Tool
Financial institutions are subject to a complex set of regulations. Compliance management tools automate regulatory reporting tasks, track compliance activities, and mitigate compliance risks, ensuring adherence to industry standards.

We’ve created products featured in

Why Choose Goodspeed To Build Your Finance CRM
Goodspeed specialises in crafting custom-built CRM solutions tailored to the unique needs of financial institutions. Our no-code development approach accelerates project timelines, significantly reduces costs, and ensures the final product perfectly aligns with your institution's specific goals and workflows.
Rapid Development

Launch your CRM faster with no-code technology, accelerating time-to-market and delivering quicker return on investment.

Reduced Costs

Slash development costs compared to traditional coding methods, freeing up resources for other priorities.

Scalability

Build a system that effortlessly adapts to your institution's growth, accommodating increasing user numbers, data volumes, and evolving needs.

Customization

Create a custom CRM that reflects your brand identity and caters to specific workflows, enhancing user experience for both staff and clients.

Types of Finance CRM Tools We Can Build
Finance CRM platforms offer a diverse range of tools designed to streamline financial processes, strengthen customer relationships, and boost revenue generation. These tools work together to optimise operations across various departments, from account management to loan servicing and wealth management.

Customer Relationship Management (CRM) Tool

The cornerstone of any finance CRM platform, the CRM tool centralises customer data, facilitates communication, and tracks interactions. It empowers institutions to personalise service offerings, manage leads effectively, and nurture long-term customer relationships.

Account Management Tool

Account management tools provide a comprehensive view of individual customer accounts, including account history, financial holdings, and transaction details. This enables financial advisors to provide personalised financial guidance, identify up selling opportunities, and proactively address customer needs.

Loan Servicing Tool

Loan servicing tools streamline the loan management process, automating tasks such as loan application processing, payment collection, and delinquency management. These tools improve operational efficiency, reduce errors, and enhance the customer experience.

Wealth Management Tool

Wealth management tools empower financial advisors to deliver exceptional service to high-net-worth clients. These tools provide comprehensive portfolio management capabilities, investment analysis features, and reporting tools to help advisors create personalised wealth management strategies for their clients.

Compliance Management Tool

Financial institutions are subject to a complex set of regulations. Compliance management tools automate regulatory reporting tasks, track compliance activities, and mitigate compliance risks, ensuring adherence to industry standards.

Discovery To Delivery 2X Faster
Discovery To Delivery 2X Faster
Discovery To Delivery 2X Faster
Discovery To Delivery 2X Faster
Think of us as your product team. We look after discovery, design and development, while you can focus on growing your business.
Think of us as your product team. We look after discovery, design and development, while you can focus on growing your business.
Discovery
Design
Development
Delivery

Timeline:

1 - 2 weeks

Stop skipping the planning


Most entrepreneurs don’t plan their product, meaning they design and develop unnecessary features.


We go slow to go fast. Our expert product team helps you create a comprehensive product scope so we’re all aligned on our ideal product.

Discovery
Discovery
Discovery
Discovery

Timeline:

Timeline:

Forever

Forever

More than just the initial build.

More than just the initial build.

As you gather user feedback, our team continue to support with upgrades, and maintenance to help you gain product market fit and grow.

As you gather user feedback, our team continue to support with upgrades, and maintenance to help you gain product market fit and grow.

Design
Design
Design
Design

Timeline:

Timeline:

1 - 3 weeks

1 - 3 weeks

Most agencies design and develop in one go. 

Most agencies design and develop in one go. 

It doesn’t work because it doesn’t give you a full picture of the product.

By designing first, it’s easier to make changes and collaborate before we begin to develop. 

It doesn’t work because it doesn’t give you a full picture of the product.

By designing first, it’s easier to make changes and collaborate before we begin to develop. 

Development
Development
Development
Development

Timeline:

Timeline:

3 - 8 weeks

3 - 8 weeks

Traditionally people use code

Traditionally people use code

We use a modern tech stack of low code and AI so we can ship your product quicker, and iterate faster to get product market fit

We use a modern tech stack of low code and AI so we can ship your product quicker, and iterate faster to get product market fit

Delivery
Delivery
Delivery
Delivery

Timeline:

Timeline:

1 - 2 weeks

1 - 2 weeks

Stop skipping the planning


Stop skipping the planning


Most entrepreneurs don’t plan their product, meaning they design and develop unnecessary features.

We go slow to go fast. Our expert product team helps you create a comprehensive product scope so we’re all aligned on our ideal product.

Most entrepreneurs don’t plan their product, meaning they design and develop unnecessary features.

We go slow to go fast. Our expert product team helps you create a comprehensive product scope so we’re all aligned on our ideal product.

Check Out CRM Platforms We've Launched
Check out our case studies on CRM Platforms we've designed and developed.
Check Out CRM Platforms We've Launched
Check out our case studies on Inventory Management Systems we've designed and developed.
Check Out CRM Platforms We've Launched
Check out our case studies on CRM Platforms we've designed and developed.
Check Out CRM Platforms We've Launched
Check out our case studies on CRM Platforms we've designed and developed.
Frequently Asked Questions
Have any questions?
Frequently Asked Questions
Have any questions?
Frequently Asked Questions
Have any questions?
Frequently Asked Questions
Have any questions?

crm

crm

How much does it cost to build an inventory management system?

Our pricing is customized based on the project scope and features. We offer competitive rates and transparent pricing to ensure value for your investment.

crm

crm

crm

crm

crm

crm

What industries do you serve?

Goodspeed works with businesses across various industries, including retail, e-commerce, manufacturing, and wholesale.

crm

crm

crm

crm

crm

crm

Can your system integrate with my existing accounting software?

Yes, we develop inventory management systems that can integrate with popular accounting software to streamline financial processes.

crm

crm

crm

crm

crm

crm

Can your system handle large inventory volumes?

Yes, we design inventory management systems that scale with your business growth, accommodating increasing inventory levels and user numbers.

crm

crm

crm

crm

Let's discuss launching your product

Please complete this questionnaire to help us gain a clear understanding of your idea

Question 1 of 6

Are you interested in a Web App or Marketing Site?

Please select one option:

Let's discuss launching your product

Please complete this questionnaire to help us gain a clear understanding of your idea

Question 1 of 6

Are you interested in a Web App or Marketing Site?

Please select one option:

Let's discuss launching your product

Please complete this questionnaire to help us gain a clear understanding of your idea

Question 1 of 6

Are you interested in a Web App or Marketing Site?

Please select one option:

Let's discuss launching your product

Please complete this questionnaire to help us gain a clear understanding of your idea

Question 1 of 6

Are you interested in a Web App or Marketing Site?

Please select one option: