Project Information
-
Client Name: Avery Mitchell
-
Category: Custom CRM + SaaS Product
-
Location: United States
-
Timeline: 15 May 2024 - May, 2025 - In Progress
Send Us mail
Orritech offers a range of Technology services for all firms all over the industry
Custom CRM + SaaS Product for Top NY Firm
We developed a fully customized CRM + SaaS solution for one of the leading firms in New York, tailored specifically to meet their dynamic operational needs and client engagement workflows. The platform was engineered to streamline lead management, automate client communication, track performance analytics, and provide real-time reporting—all within a secure, cloud-based environment.
Over the last 8+ Years we made an impact that is strong & we have long way to go.
he system integrates role-based access, automated task assignments, deal pipelines, and customizable dashboards, offering full control and visibility to the firm’s management. Built on a scalable architecture, the SaaS product supports multi-tenancy and is equipped for rapid deployment across teams and departments.
Our culture comes to life through three core values:
We implemented third-party integrations for email, calendar, billing, and document e-signatures, ensuring a seamless digital ecosystem.
With enterprise-grade security, compliance support, and intuitive UI/UX design, this CRM platform now serves as the firm’s operational core—reducing manual workload, improving client retention, and scaling performance across all departments.