CRM for Just2Trade / Finam

Our client

Just2Trade Online Ltd is a financial company registered in Cyprus and provides its investment services according to the license, granted by the Cyprus Securities and Exchange Commission and is a member of the Investor Compensation Fund. Just2Trade Online Ltd provides customers with direct access to the major world stock and currency markets. The company has strong international presence. The clients of Just2Trade Online Ltd are both individuals and legal entities.

Project goals

  1. Leverage sales with the help of the modern software.
  2. Improve Just2Trade employees performance with tools for automating routine work.

Solution

Cetera used Bitrix24 CRM software to achive project goals. This rapidly growing software provided all the necessary components to achieve the project objectives.

Project included these components:

  1. Infrastructure setup.
  2. CRM installation.
  3. CRM configuration.
  4. Business processes analysis and automation.
  5. Support.

The project for Just2Trade was developed on a Agile development model. Launch cycle was less than 2 month.

Additionally Cetera integrated CRM with Just2Trade website and provide the client with HTML templates of the new website sections.

Platform

Bitrix24 CRM

On-premise CRM was installed in the Just2Trade office. In was configured according to corporate sales process. Just2Trade documents, Email and Task templates were implemented into CRM.

LAMP

Linux Debian, Apache 2, MySQL Enterprise and PHP were used as platform.

Methodology

Cetera team used Agile development process in this project. Scrum is an agile framework for managing work with an emphasis on software development. It is designed for teams of three to nine developers who break their work into actions that can be completed within timeboxed iterations, called sprints (typically two-weeks) and track progress and re-plan in 15-minute stand-up meetings, called daily scrums.


Share this:    

Contact us

Required field

Required field

1
Vladislav Ukhov
Managing partner
   
2
Maria Lebedeva
Chief of sales
   
logo
Location

49 Wyckoff Avenue, Brooklyn, NY 11237

   © Cetera Labs — web-apps and digital marketing solutions, 2002–2018       Site created by — Cetera Labs      Report bug      Privacy statement