Floret Capitals CRM

Custom CRM web application for internal operations and data management. The app streamlines workflows, centralizes data, and supports team collaboration with role-based access and reporting.

Operations ran on scattered spreadsheets, creating data drift and slow client servicing.

Designed a role-aware single source of truth with centralized reporting, audit-friendly logs, and workflow automations matched to their ops cadence.

Floret Capitals needed an internal tool to manage operations, client data, and team workflows without relying on scattered spreadsheets and ad-hoc processes. The solution had to be secure, role-aware, and easy to maintain.

We designed and built a custom CRM web app tailored to their operations. Role-based access keeps data appropriate to each user, and centralized reporting gives leadership clear visibility. The app has become the single source of truth for internal processes, reducing friction and enabling the team to focus on client work instead of manual coordination.

• Custom CRM
• Role-based access
• Reporting dashboard
• Workflow automation