CASE STUDY / 03
FynPro CRM.
B2B SAAS
Multi-module operations platform for corporate service providers — CRM, KYC/AML, contracts, billing, and AI workspace agent.
01 / OVERVIEWThe brief.
The brief.
The build.
FynPro CRM is an end-to-end operations platform for corporate service providers — managing the full client lifecycle from lead → application → KYC/AML → contracts → licenses → invoicing, with a client portal, realtime team chat, automated reminders, and an AI workspace agent grounded in live CRM records.
02 / KEY FEATURES
Key features.
- 01Leads CRM with kanban pipeline, assignment rules, scoring, and convert-to-client
- 02KYC/AML compliance: templates, digital fill & signature, Dilisense PEP/sanctions screening
- 03Contracts with multi-signer workflows, public signing links, and PDF delivery
- 04Billing: invoices, proposals, Stripe & PayPal gateways, payment tracking, and credit notes
- 05Client portal for invoices, contracts, KYC forms, licenses, files, and chat
- 06OpenAI tool-calling AI chatbot for CRM search and confirm-gated actions
03 / RESULTS & IMPACT
Results & impact.
- 01Unified sales, diligence, documents, billing, and client self-service into one workspace
- 02Reduced compliance gaps with integrated KYC/AML screening and contract workflows
- 03Accelerated client onboarding with public KYC/contract/invoice tokenized flows
- 04Improved team productivity with realtime chat and AI-assisted record lookup
YOUR NEXT STEP
Let’s make it work.
Have something similar in mind? Tell me what you’re building — one short message is enough to start.