Custom CRM with Live FX Rates, Telecoms & Sales Intelligence

Delivered a custom .NET CRM for TransferConnex that unifies sales, client management, communications, FX rate alerts, and back-office operations.

Transfer connex platform global money movement

Client profile

Transfer Connex processes over $1 billion in international payments every month, serving thousands of individuals and businesses worldwide. With secure access to 35+ currencies, supporting payments to 180+ countries, and a portfolio spanning FX, international payments, and business finance, they help companies manage global trade and funding needs.

Industry type

FinTech / Foreign exchange

Transactions/month

$1B+ in international payments

Country

Project overview

Transfer Connex evaluated the CRM market and found nothing built for how a Forex operation actually works. Generic tools simply could not keep pace.

Their processes were fragmented across multiple systems, with repetitive data entry, no unified view of sales activity, and no way to link call activity directly to client records. Deals in the Forex market can move in minutes, and back-office admin needed to keep up in real time. SHALIGRAM built Transfer Connex a bespoke CRM from the ground up in .NET, consolidating client management, sales pipeline, communications, and back-office operations into a single platform. Every workflow was designed around how Transfer Connex’s teams actually operate, not around a generic template.

The result is a platform built entirely around Transfer Connex’s business, not one they have to bend to fit. Administrative burden dropped significantly as a result.

Technical challenges

Transfer Connex needed a CRM that could keep pace with live currency markets, something no off-the-shelf platform was built to handle at all. They required a platform that could easily manage monthly transactions of more than $1 billion, support 35+ currencies, and process payments to 180+ counterparties.

No standard CRM could handle live currency rates or multi-provider rate shopping accurately.
Existing processes were fragmented across multiple disconnected systems and platforms used daily.
Repetitive manual data entry consumed significant time across sales and operations teams.
There was no unified view of ongoing sales activity across the entire floor.
Call activity had no direct link to corresponding client records in any system.
Deals could move within minutes, demanding back-office admin that operated in real time.

Our solution

SHALIGRAM built Transfer Connex a bespoke CRM from the scratch in .NET, purpose-built around ForEx workflows rather than adapted from a generic template.

Role permission platform global money movement

Custom CRM built from scratch

Built a custom CRM from scratch in .NET that unifies client management, sales pipeline, communications, and back-office operations through a single login, eliminating the need for teams to constantly switch between multiple disconnected systems throughout the working day.

Multi-provider payment integration

Integrated the platform with multiple third-party payment providers, consolidating live rate data and back-office tasks into one unified view accessible to sales and operations teams without manual reconciliation across separate provider systems, dashboards, and spreadsheets.

Live FX rate ticker

Developed a custom FX rate ticker integration that generates market-relevant reminders and alerts based on live trading data, keeping sales teams responsive to rate movements as they happen in real time throughout the trading day.

Real-time sales tracking

Enabled sales teams to consistently track performance against targets in real time, with live dashboards displaying ongoing calls and active tasks across the entire trading floor at any given moment throughout every single working day.

Integrated telecoms & chat

Built a telecoms integration linking every call directly to its corresponding CRM entry, complete with a full call activity dashboard, in-platform calling, and enhanced internal chat functionality for sales and operations teams across the business.

On-demand activity reporting

Delivered clear, easy-to-read visual summaries of daily, weekly, and monthly activity on demand for management, replacing manual, time-consuming reporting with real-time insight into sales and operational performance across the entire business at any given moment.

What our client achieved from our solutions

Faster deal execution

Live FX rate alerts kept sales teams consistently responsive to sudden market movements as they happened, supporting faster deal execution in a market where minutes can meaningfully affect outcomes for clients and their currency transfers.

Reduced administrative burden

Administrative burden dropped significantly across sales and operations teams, freeing staff to focus more directly on client relationships and deal execution rather than repetitive manual system management and data entry tasks throughout the entire working day.

Automated data entry

Repetitive data entry was automated entirely and reliably, eliminating a major source of wasted time and human error across daily back-office operations and client record management throughout the entire organization, its teams, and its systems.

Real-time leadership visibility

Sales and operations leadership gained real-time visibility they previously had to piece together manually from multiple disconnected systems, enabling much faster, better-informed decisions across the entire business every single day of ongoing operation and growth.

Unified business platform

TransferConnex gained a single, cohesive platform built entirely around their own unique business, replacing fragmented tools with one unified system for client management, sales, communications, and back-office operations across the entire company and its teams.

True CRM alternative

TransferConnex now has a genuine, proven alternative to generic CRM tools, purpose-built specifically for financial services companies that have entirely outgrown standard, generic, off-the-shelf platforms currently available on the broader market today and going forward.