intro

Giraffe Financial is a dedicated firm of experienced Financial Advisors who were looking for a solution to streamline their processes and make them more efficient.

Giraffe Financial

CRM System

Go Media’s solution for Giraffe Financial was a bespoke CRM system, so they could manage everything they need to in one place and also be able to access it on the go when they are connected. Their specific requirements included separate sections for employees and clients where they can add, edit and delete information as well as manage permissions on employee accounts and assign multiple products to individual clients.

CRM System

The system also assists them with other tasks such as a fully integrated calendar that synchronises with their Google Calendars, product reports, PDF renewal reminders and a task section where employees can assign, edit, view and delete tasks and also get alerted when one is set to them or is overdue.

Find out more about our bespoke CRM Systems.

My company ordered a bespoke CRM system from Sarah, Andy and the team here in late 2017. Their professionalism and responsiveness was first class. The system is already bringing numerous benefits to my business and I can't thank them enough.
Steven Bates, Director
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