Client projectBusiness platformOnline

Oracle Portfolio Management

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.

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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 did

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

What we handled

Landing page
CRM and owner panel
Members portal
Data migration

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