Client: Inheritec, fintech specialising in legacies, with a focus on shares
Project type: Custom CRM, a case management system for tracking legacies and shares
Timeline: In the region of twelve weeks for planning and development
Tech used: Custom PHP application built on Laravel, hosted on the client's own server so their in-house team has direct access to their data
Key result: The CRM helps Inheritec quickly process over 750 claims a month, without platform costs rising as they scale up
Challenge
Inheritec are a specialist asset unification organisation who utilise various sensitive and unique data sources to repatriate orphaned shares and financial assets, recovering legacies for the people and charities they belong to. Off-the-shelf CRM systems came packed with features they'd never use, and the cost climbs fast as a business adds more users. Inheritec plans to grow, so that didn't suit them.
Building their own system meant getting exactly what they needed, with fixed, predictable costs for both building it and keeping it running, rather than a bill that grows every time they hire someone.
Theplan
The project moved fast. Around four weeks of planning and discovery, then around eight weeks of development to launch. Like most of what we build, it hasn't stood still since. Inheritec has added new fields, new reports, and an API connection out to their own website, with more integrations planned in future.
Theproduct
Day to day, this CRM is Inheritec's business. It tracks every case from the moment an asset is first identified through to its sale, giving the team one place to manage the whole process instead of juggling spreadsheets.
Results
The custom CRM we developed for Inheritec currently helps them to efficiently process over 750 claims each month, with no additional costs as this figure rises or new team members are brought in to manage the increasing case load.
Our business has specific requirements and "off the shelf" Case Management Systems create operational tension and processing delays, rather than delivering an intuitive and efficient customer database. Implementing a CRM where we are tied to a supplier watching our costs climb every time we added a user does not support our growth projections. Bigfork listened to our priorities and built us exactly what we needed.
Stuart Simpson, CEO, Inheritec
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If you'd like a CRM built around exactly how your business works, rather than the other way round, projects like this typically start from £15,000 to £25,000. You'll get a dedicated project manager, plain-English updates, and no confusing lock-in contracts. Find out more about how we approach custom web development.
Call Mark Ellaway on 01603 513080 or email mark@bigfork.co.uk to discuss your project.
Our business has specific requirements and "off the shelf" Case Management Systems create operational tension and processing delays, rather than delivering an intuitive and efficient customer database. Implementing a CRM where we are tied to a supplier watching our costs climb every time we added a user does not support our growth projections. Bigfork listened to our priorities and built us exactly what we needed.Stuart Simpson, CEO, Inheritec
