Steelkiwi

Viridian Advisory is an Australian firm that advises on investments, retirement and wealth management, estate management, income and cashflow strategies, insurance and lending, and portfolio construction. The company has 300 advisors serving more than 10,000 clients out of 27 offices.

With a large client base, Viridian decided to create a custom customer relationship management (CRM) system. At first, they started development in-house. But as the amount of work increased, they decided to look for external experts. They tasked Steelkiwi with designing the product’s user interface and user experience (UI/UX), updating the frontend code, refactoring the existing backend code, and building new CRM modules.

We created a custom CRM system web app that allows Viridian Advisory to collect, arrange, and manage client data in a single place, optimize sales and marketing processes, evaluate sales performance, and get detailed insights into client behavior. 

The Viridian team consists of around 300 advisors in various departments. With such a large number of employees, we had to create multiple user roles and permissions. To do so, we organized Viridian employees into groups, with every employee being in at least one group. Access levels are defined for groups. Additionally, we included a super user role that has wide-reaching powers and permission to do anything in the system.