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[ Client project · Business platform ][ USA - México ]

All work

We replaced a slow WordPress site and a handful of rented tools with one system the business owns: a landing page, a CRM for the sales team and a members portal.

Visit the live site
Oracle Portfolio Management on a computer, screen 1
Oracle Portfolio Management on a computer, screen 2
Oracle Portfolio Management on a computer, screen 3
Oracle Portfolio Management on a computer, screen 4
Oracle Portfolio Management on a computer, screen 5
Oracle Portfolio Management on a phone, screen 1
Oracle Portfolio Management on a phone, screen 2
Oracle Portfolio Management on a phone, screen 3
Oracle Portfolio Management on a phone, screen 4
Oracle Portfolio Management on a phone, screen 5

The challenge

Leads, payments and member access lived in different places. The business ran on a slow site and rented tools, and the team could not see the full picture.

What we built

  • An application landing page with a clear offer and frequently asked questions
  • A CRM with the lead pipeline, proposals, payments and memberships
  • Team roles with permissions checked on the server
  • A members portal with a course library and progress
  • Existing members moved over from the old platform

Services

  • Landing page
  • CRM and owner panel
  • Members portal
  • Data migration
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