Custom CRM and Client Portal for Vinadamo
We built a CRM and client portal that unify leads, proposals and order tracking, giving Vinadamo real-time visibility and reducing manual workload.
Client
Expertise
CRM Development, Automation, Client Portal, Lead Management, Order Tracking
Date
9 Nov 2020
The Challenge
Vinadamo, a wine investment company, needed a CRM system that would centralise their operations and create a more professional experience for both staff and clients. Like many businesses in this space, they needed to manage leads, proposals, tasks, projects, and invoices efficiently. But unlike previous projects, there was an additional requirement: the CRM also had to provide a client-facing portal where investors could log in, view their orders, and track progress directly.
The challenge was to deliver a system that balanced back-office control for staff with a seamless front-end experience for clients — ensuring data was accurate, accessible, and secure.
Our Solution
We developed a bespoke CRM platform tailored to Vinadamo’s workflow. The system included standard lead and client management tools, proposal generation, invoicing, and reporting — but was extended with a secure client login feature. Through this portal, clients could log in, track their wine investment orders, and view updates in real time.
On the admin side, the CRM gave Vinadamo full control over data, lead assignments, and project workflows, while ensuring that information displayed to clients was always accurate and synchronised. The build was designed to streamline internal processes while improving customer trust and transparency.
The Results
The new CRM gave Vinadamo a dual benefit: a robust internal system for managing operations and a professional client-facing platform for order tracking. Clients now have direct access to their investment information, reducing the need for manual updates and repetitive communication.
For Vinadamo’s team, the CRM simplifies lead management, proposal handling, and invoicing while providing valuable performance insights. The result is a more efficient business model and a customer experience that reflects the professionalism expected in the wine investment industry.
This project highlights how our London CRM agency builds secure platforms that bring together internal efficiency and professional client experiences.
Bridge the gap between pages and systems.
