Case Study: Golomt Bank achieves secure, centralized CRM and cost savings with erxes

Golomt Bank - Customer Case Study

Golomt Bank, one of Mongolia’s leading financial institutions, faced a fragmented CRM environment that couldn’t use typical SaaS platforms due to strict data regulations. Customer data lived across multiple tools (Zopim by Zendesk, HubSpot forms), producing duplicate, unreliable records, higher costs and operational complexity across many brands and social accounts. To address this, the bank selected erxes for a self-hosted, all-in-one support, sales and marketing solution.

erxes delivered a self-hosted, multi-brand omni-channel platform (covering 10+ websites, 20 social accounts and 50 forms) with full installation, custom development, training and ongoing support. The centralized CRM eliminated duplicate records, enabled data compliance, removed limits on contacts/emails with a per-user pricing model, and streamlined operations—saving time and money while improving performance and customer-centricity to support Golomt Bank’s growth objectives.

Golomt Bank