The boxed CRM couldn't pass regulator requirements.
A leasing company ran on a boxed CRM that failed central-bank requirements: lease documents were assembled by hand and monthly reporting was compiled from spreadsheets.
We built a custom CRM on the client's own cloud: a compliance matrix at the core, template-driven document generation, automated reporting, integration of the existing leasing calculator — and a full data migration off the boxed system.
What was in the way
- ✗The boxed CRM failed central-bank requirements
- ✗Lease documents were assembled by hand
- ✗Monthly reporting was compiled from spreadsheets
- ✗The system and the data lived on someone else’s platform
What the system does
Compliance matrix
Regulator requirements are built into the data model and processes — the system is inspection-ready.
Document generation
Lease documents are assembled from templates using deal data.
Automated reporting
Recurring reports are produced without manual spreadsheets.
Leasing calculator
The existing calculator is integrated — calculations live in one loop with the deals.
How it fits together
The engineering behind it.
Compliance as the data model
Regulator requirements are the structure of the data and processes — not a checklist bolted on top.
Migration off the box
Historical data was carried over from the boxed CRM into the new system.
The client's cloud
Deployed on the client’s infrastructure — the code and data are theirs.