Objetivo Exaustivo
Website and CRM for Objetivo Exaustivo.
Challenge
A credit brokerage was working between messages, emails, spreadsheets and scattered documents — and every stalled request was a client left waiting. It needed a website that inspired trust in people looking for a home loan, and a single system to follow each case from first contact to the deed, with the team, the banks and the documents in one place.
Approach
We designed and built a calm, clear corporate website, with a loan simulator and a contact form that go straight into the CRM as a lead to follow up. Behind it, a custom CRM: every case moves across a board until it closes, every conversation is logged, each client's documents give warning before they expire, and bank invoicing, commissions and payroll live in the same tool. Each person — management, directors, team — sees only what their role requires. Later came the Objetivo Apoiar campaign: a page where anyone can book a free financial support meeting that lands straight in the team's calendar.
Result
The site is live and the team works in a single system: no request gets lost between messages, no document expires without warning and no case stalls without someone noticing. Invoicing and commissions left the spreadsheets behind, and the system kept growing with the client — the support campaign opened a new channel, with bookings going straight into the calendar.