Case study · Caskcap Group International Ltd
Investment Platform and CRM for Whisky Casks
We built a CRM and investor portal with real-time stock, valuation sync and investor logins, giving Caskcap clearer portfolios and reduced admin workload.
- Location
- London, UK
- Expertise
- CRM Development, Client Portal Architecture, API Integration
- Date
- 20 May 2024
CRMClient PortalWhisky Investment
01 · The challenge
More than leads and proposals
Caskcap, a whisky investment broker, needed a CRM that could do more than manage leads and proposals. As the business grew, it needed to handle client portfolios, track whisky stock, and give investors direct access to their accounts. The CRM also had to connect to external platforms to keep data accurate and cut manual work.
The project had to balance standard CRM work, such as leads, proposals, invoicing and reporting, with investment-specific features such as stock management and investor visibility.
02 · What we built
A bespoke CRM, a client portal and a Proof 8 link
We built a bespoke CRM for the whisky investment industry. At its core it manages leads, proposals and client communication, and we extended it with features specific to Caskcap.
Investors log in to a client portal to track their whisky stock and portfolio performance. A custom API integration with Proof 8 synchronises stock and investment data automatically, so it does not have to be entered by hand.
03 · The result
One system for the team and its investors
The CRM is now the central hub for both the business and its investors. Clients can see their whisky stock data at any time through the portal. Internally, the CRM handles lead management, proposal generation and reporting, while the Proof 8 integration keeps investment data up to date without manual input.
This project shows how our London digital consultancy designs bespoke CRM systems for financial companies.