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Omega Forex

A Custom CRM Saving ₹3 Lakhs Monthly

Persona

Priya

Client

Omega Forex

OF

The Challenge

The client anticipated their new app's growth would make their manual, spreadsheet-based operations for sales, support, and user account management completely unsustainable.

Our Solution

To build a dual-purpose platform: an internal CRM for staff and a user-facing portal for customers to self-manage their accounts, deposits, and withdrawals.

Technologies Used

Next.jsTailwind CSSNode.jsMongoDB

Key Results

Provided a single source of truth for all client data
Achieved better compliance with financial regulations
Improved the end-user experience with self-service features

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