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Case Studies

Masterstroke CRM

CRM

Masterstroke - Next-Gen CRM for Financial Client Management

Masterstroke is a cutting-edge SaaS-based CRM platform designed to redefine how financial service providers manage leads, clients, and transactions. The idea originated from the need to bridge gaps in client conversion, automate transaction tracking, and offer a seamless pipeline for lead generation. DefineScreen was tasked with building a scalable, intuitive system tailored for the finance industry, enabling teams to operate with precision and agility in today’s competitive environment.
  • Automated Lead Capture & Qualification
  • Pipeline Management with Custom Stages
  • Client Interaction History & Communication Log
  • Real-Time Transaction Management
  • Smart Reminders & Follow-up Scheduling
  • Role-Based Access & Multi-Tiered Admin Panel
  • Integrated Dashboard for KPIs & Analytics
  • Cloud-Based & Fully Secure
  • Name:Masterstroke CRM
  • Categories:CRM
  • Location:New York
  • Technology:React Native
  • Duration:3 months
Challenges

Challenges of this Case

  • High-Volume Transaction Handling: Ensuring consistent performance even with thousands of records and simultaneous operations.
  • Lead Nurturing Workflow: Creating an intelligent and flexible pipeline to convert cold leads into paying clients.
  • User Adoption: Building an interface that's powerful yet easy enough for non-tech-savvy financial professionals.
  • Data Security & Compliance: Making the system compliant with financial data regulations and security best practices.
  • Scalability: Architecting the platform to accommodate growing user bases and enterprise-scale data expansion.
Approaches

Our excellence team approaches

  • High-Volume Transaction Handling: Ensuring consistent performance even with thousands of records and simultaneous operations.
  • Lead Nurturing Workflow: Creating an intelligent and flexible pipeline to convert cold leads into paying clients.
  • User Adoption: Building an interface that's powerful yet easy enough for non-tech-savvy financial professionals.
  • Data Security & Compliance: Making the system compliant with financial data regulations and security best practices.
  • Scalability: Architecting the platform to accommodate growing user bases and enterprise-scale data expansion.
Final Result

Excellence in Our Service Final Results

  • Masterstroke helped reduce lead-to-client conversion time by over 40% within the first three months of deployment.
  • Users reported higher operational efficiency and better follow-up management, resulting in a measurable increase in client satisfaction.
  • The system received overwhelmingly positive feedback from financial professionals for its balance of simplicity and power.
    • Used by 20M+ users around the world

    Technology that’s made to last
    Designed to evolve

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