Custom CRM & ERP Development for Financial Advisory Firm
- CRM Consulting and SI Custom Software Development ERP Consulting and SI
- $10,000 to $49,999
- Aug. - Nov. 2025
"What stood out most about TAKSH IT SOLUTIONS PVT LTD was their ability to deeply understand our business needs."
- Financial services
- Finland
- 11-50 Employees
- Online Review
- Learn More " data-tooltip-position=".profile-review__reviewer-verification-badge-title" data-tooltip-props="top-center mobile_top-center large"> Verified
TAKSH IT SOLUTIONS PVT LTD developed a customized financial ERP and CRM system for a financial advisory firm. The team designed the system architecture and created the finance, HR, and reporting modules.
TAKSH IT SOLUTIONS PVT LTD's work led to a 40% reduction in manual data entry, a 30% increase in report generation speed, and improved customer management efficiency. TAKSH IT SOLUTIONS PVT LTD demonstrated excellent project management, delivered on time, and was responsive to the client's needs.