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The client task
What the client came with and what had to be solved
The website was outdated, the loan calculator did not work, partners found it awkward to use, and applications were lost and tracked by hand. The task was not to refresh the design but to rebuild the whole customer journey — from calculating a payment to receiving financing.
What we did
The key decisions that went into the project
Built a loan calculator with a payment schedule
Opened a personal account for clients
Linked the partner account to the CRM for applications
The result for the business
What changed in the client work after launch
The website brings in financing applications every day, from partners and private customers alike. Nobody has to guess any more: before applying, a person picks the amount and the term themselves and sees the payment schedule. The CRM covered the other half of the task — application tracking became transparent, and the work of managers and advertising channels became measurable.
Result metrics are confidential and are not published in our cases
Client review
★★★★★
We worked with Synergy on the development of our website and CRM system and were very pleased with the result: fast work, favourable terms, thoughtful design and quality beyond our expectations. The website fully matches the requirements, the calculator is convenient and accurate, and the interface looks modern and works correctly on every device. After launch the number of applications grew, and the CRM sped up our managers work and automated processes. We are especially grateful for the quality technical support after the project was finished.
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