Vicus has supported Dexteritas B.V. with the implementation of Vtiger CRM as a management system for their funds.
Support
Dexteritas B.V. was looking for a new system to support their online activities. It also had to function as a fund management system. The choice fell on Vtiger. Vicus has carried out this implementation for Dexteritas B.V.
Money as a product
For Dexteritas B.V. we have implemented Vtiger CRM. Vicus deployed Vtiger CRM in such a way that it also works as a system to manage funds. This means that currency is seen as stock in the back-end system. We also discussed whether any information is stored that requires special security.
Vicus has also installed additional modules such as a relationship module and a flexible funnel chart. This allows you to put separate funnels on the dashboard and view them. Very specific for Dexteritas is the ability to set up two different funnels. Each with their own status and flow.
- Funnel for recruiting lenders
- Funnel for recruiting borrowers
Another added module is the relationship module. This allows you to put unlimited relationships in the system. There is then an overview of all investors, clients and advisors.
Overview
Dexteritas B.V. can now work with a CRM system that is tailored to their specific needs. With the additional modules they can instantly filter all the information they need.
