Case Study: a UK-based global FinTech firm modernizes CRM and streamlines deal management with Daffodil Software

a UK’s leading global FinTech firm modernizes CRM and scales with Daffodil Software

The client, a UK's leading global fintech firm and investor in sustainable infrastructure, faced significant challenges with its outdated, home-grown CRM application. The legacy system, built on an obsolete tech stack, suffered from performance and security issues, lacked scalability, and led to inefficiencies and delays in its deal management process. To address these problems, the firm engaged Daffodil Software for software modernization and custom CRM development services.

Daffodil Software implemented a modernized CRM solution using a .NET Core and Angular tech stack, centralizing all deal management onto a single platform. Key features included Azure AD Single Sign-On for security, seamless SharePoint integration for document management, real-time notifications, and an admin portal for user control. The result was a more robust, scalable, and secure application that streamlined the client's deal lifecycle. The partnership's success led Daffodil to expand its involvement in other projects for the client.