Client build · Financial services · Tamil Nadu, India

Finix CRM: a support desk for a trading firm

Finix CRM was built for a small trading firm in Tamil Nadu to run its customer support workflows: every request logged, assigned, and tracked to closure, whatever channel it arrived on.

CRM
ticketing
workflows
reporting

Finix CRM dashboard with live incoming calls, ticket queues, routing distribution, and items needing attention

The problem

Support requests arrived over phone calls, WhatsApp, and email, and were tracked in spreadsheets and people's memory. Requests slipped, follow-ups depended on who remembered, and when a dispute surfaced there was no history to check.

What we built

A ticketing system that captures requests from every channel into one queue
Assignment and escalation workflows so each request has an owner and a deadline
Full customer history in one place: past requests, resolutions, and notes
Daily summaries and response-time reports for the firm's owners

What changed

Every request is now logged, assigned, and closed in one system. The team stopped losing requests in personal inboxes, and the owners can finally see the support load and how fast it is being handled.