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Write a ReviewCRM integration that connected our marketing automation to our sales process seamlessly
Allison Park / Chief Product Officer - Vertex Media Inc
Verified
May 09, 2026
May 09, 2026
Project summary: Our hospital network required a unified patient data platform that could integrate with existing EMR systems while meeting all relevant data protection obligations.
Our previous agency had given us a platform that worked well enough to demo and fell apart under real load. This team came in, diagnosed the root causes accurately, and rebuilt the critical components without disrupting the live service. The performance improvements were immediate and measurable — page load times dropped by 60 percent, error rates dropped to near zero, and our support team has far fewer incidents to deal with. The contrast with our previous experience could not have been sharper.
PROS
Engineering quality that our internal team can maintain without calling the vendor, thorough documentation, proactive risk identification throughout the project
CONS
Premium pricing compared to some of the alternatives we evaluated, but the quality of the output and the absence of rework costs made the investment straightforward to justify
Project TypeCRM Development
IndustryHealthcare
Project CostLess than $10,000
DurationJan 2025 – May 2026
Questions & Answers
Please describe your company, your role, and the industry you operate in.
As Chief Product Officer at Vertex Media Inc, I manage a cross-functional technology team serving our Healthcare clients from Los Angeles, USA. We are a commercially focused organisation and every technology decision we make is evaluated against a clear business case. We needed a partner who understood that context, not just the technical brief.
What specific problem or business challenge led you to hire this company?
The immediate trigger was a performance failure during our peak trading period that cost us measurably in both revenue and client trust. The root cause was architectural and our internal team did not have the CRM Development expertise to address it properly. We needed specialists.
What services did the company provide for your project?
The full CRM Development lifecycle from discovery through to production deployment and hypercare support. This included requirements workshops, solution architecture, sprint-based development, QA and automated testing, deployment to our cloud environment, and a structured handover with documentation. They also provided a brief post-launch period of dedicated support which was genuinely useful.
Why did you choose this company over other providers you considered?
We evaluated four vendors in total. Two were eliminated after the technical assessment stage because their proposed architectures showed a surface-level understanding of what we needed. This team's proposal demonstrated genuine depth in CRM Development and specific knowledge of the Healthcare sector that the others could not match. The reference calls confirmed a consistent pattern of delivery.
How clearly did the company understand your requirements and business goals?
Thorough and precise. They translated our business language into technical requirements without losing the intent, which is a skill that sounds straightforward but frequently goes wrong. Every user story they wrote was reviewed against the original business objective before it entered the sprint and the acceptance criteria were specific enough to remove subjectivity from QA.
How was your overall experience with their communication and project management?
Professional and efficient. We used a shared project management tool that gave our stakeholders visibility without requiring them to attend every meeting. The project manager had a clear escalation path and used it appropriately. The only time I needed to intervene directly was when I chose to, not because something had been missed.
Did the company deliver the project on time and within your expected budget?
The project landed on the agreed delivery date and within the approved budget. We did add scope during the engagement — two features that became apparent as essential during user testing — and those were quoted, approved, and delivered without affecting the original scope timeline. That kind of clean change management is not something you can take for granted.
What tangible results or business impact have you seen since the project was completed?
Hard to isolate precisely because several factors changed simultaneously, but the data we can attribute directly to the new CRM Development platform shows a meaningful improvement in the metrics that matter to our Healthcare business. Our account managers report that the new capability is coming up positively in client conversations, which was one of the strategic objectives we started with.
What did you like most about working with this company?
The post-launch behaviour. Some agencies disappear the moment the final invoice is paid. This team maintained the same level of responsiveness during the hypercare period as during development, handed over thorough documentation without being asked twice, and checked in proactively a month after go-live to review performance metrics with us. That last part was entirely unprompted.
Would you recommend this company to others, and would you work with them again?
Yes. The referral I would give comes with context: they are not the cheapest option and they are not the fastest to schedule. If you are optimising purely on price or looking for someone to start tomorrow, there are other choices. If you want the work done properly and a partner you can trust with a complex, high-stakes CRM Development engagement, this team is the answer.
QA process that caught issues in staging so our users never saw them
Ethan Beauchamp / VP of Product - Rideau Tech Solutions
Verified
May 08, 2026
May 08, 2026
Project summary: Several previous vendor relationships had left us cautious. We needed a partner who would be honest about complexity upfront rather than discovering it mid-project.
Our industry has specific compliance requirements that many generalist agencies struggle with. This team came with working knowledge of the relevant frameworks, asked pointed questions about our obligations, and built controls into the architecture rather than bolting them on at the end. Our compliance team reviewed the delivered system and had only minor observations, which is genuinely unusual for a first-pass review. That domain awareness saved us significant remediation cost.
PROS
Architectural decisions that will serve us for years rather than just solving the immediate problem, knowledge transfer that left our team genuinely capable, no scope creep at all
CONS
The initial project brief document they required was more detailed than we were used to providing, but in hindsight that rigour was part of why the project ran so smoothly
Project TypeQuality Assurance & Testing
IndustrySports & Fitness
Project Cost$10,000 to $49,999
DurationMay 2025 – Dec 2025
Questions & Answers
Please describe your company, your role, and the industry you operate in.
I lead technology at Rideau Tech Solutions, a mid-sized organisation in the Sports & Fitness sector headquartered in Toronto, Canada. My remit as VP of Product covers everything from infrastructure to product development. We had reached a point where our internal engineering capacity was not sufficient to execute our roadmap without an experienced external partner.
What specific problem or business challenge led you to hire this company?
Our Sports & Fitness regulatory environment had changed and the compliance timeline was non-negotiable. We needed to rebuild specific components of our system to meet the new requirements and our internal team was already fully committed to the core product roadmap. Bringing in a specialist Quality Assurance & Testing partner was the only realistic path.
What services did the company provide for your project?
End-to-end Quality Assurance & Testing delivery with a particular emphasis on the integration layer that connected the new build to our existing Sports & Fitness infrastructure. They also provided UI/UX input that was not in the original scope but which they offered proactively because they could see it would affect adoption. That kind of initiative was characteristic of how they approached the whole engagement.
Why did you choose this company over other providers you considered?
We evaluated four vendors in total. Two were eliminated after the technical assessment stage because their proposed architectures showed a surface-level understanding of what we needed. This team's proposal demonstrated genuine depth in Quality Assurance & Testing and specific knowledge of the Sports & Fitness sector that the others could not match. The reference calls confirmed a consistent pattern of delivery.
How clearly did the company understand your requirements and business goals?
Thorough and precise. They translated our business language into technical requirements without losing the intent, which is a skill that sounds straightforward but frequently goes wrong. Every user story they wrote was reviewed against the original business objective before it entered the sprint and the acceptance criteria were specific enough to remove subjectivity from QA.
How was your overall experience with their communication and project management?
Professional and efficient. We used a shared project management tool that gave our stakeholders visibility without requiring them to attend every meeting. The project manager had a clear escalation path and used it appropriately. The only time I needed to intervene directly was when I chose to, not because something had been missed.
Did the company deliver the project on time and within your expected budget?
Yes. I will note that the original timeline was aggressive and I had privately expected a slip. They managed to hold it by making smart sequencing decisions early on that I only fully understood in retrospect. The budget discipline was equally good — we received a single change request for scope we had introduced ourselves and it was priced fairly.
What tangible results or business impact have you seen since the project was completed?
Quantitatively: user engagement metrics are up significantly since launch, our support ticket volume has dropped, and we have received unsolicited positive feedback from clients who noticed the improvement. Qualitatively: our internal team is proud of the product we now have, which affects morale and retention in ways that do not show up on a dashboard but matter enormously.
What did you like most about working with this company?
The intellectual honesty. They told us when something we wanted was a bad idea and explained why. They told us when a timeline was tight and gave us options. They did not tell us what we wanted to hear in order to win work or avoid a difficult conversation. In a long engagement that kind of relationship is far more valuable than an agency that just says yes.
Would you recommend this company to others, and would you work with them again?
Absolutely. I would recommend them with a specific note that the quality of the discovery process is where the value starts. Clients who invest properly in that phase will get the most out of the engagement. We made that investment and the returns are evident in the quality of what was delivered.
Zero-trust architecture that passed our enterprise client due diligence first time
Faisal Al-Ghamdi / Chief Digital Officer - Riyadh Tech Ventures
Verified
Apr 29, 2026
Apr 29, 2026
Project summary: Our client portal was a reputational liability — we needed it to reflect the same standard of professionalism our lawyers delivered in person.
Our previous agency had given us a platform that worked well enough to demo and fell apart under real load. This team came in, diagnosed the root causes accurately, and rebuilt the critical components without disrupting the live service. The performance improvements were immediate and measurable — page load times dropped by 60 percent, error rates dropped to near zero, and our support team has far fewer incidents to deal with. The contrast with our previous experience could not have been sharper.
PROS
Business-aware approach to every technical decision, strong project governance, fast turnaround on feedback, zero drama during a genuinely complex engagement
CONS
Time zone difference required some adjustment to our internal communication habits but the team managed the overlap window efficiently and it never affected momentum
Project TypeCybersecurity
IndustryLegal Services
Project CostLess than $10,000
DurationSep 2025 – Nov 2025
Questions & Answers
Please describe your company, your role, and the industry you operate in.
I lead technology at Riyadh Tech Ventures, a mid-sized organisation in the Legal Services sector headquartered in Riyadh, Saudi Arabia. My remit as Chief Digital Officer covers everything from infrastructure to product development. We had reached a point where our internal engineering capacity was not sufficient to execute our roadmap without an experienced external partner.
What specific problem or business challenge led you to hire this company?
Growth into new markets had exposed serious limitations in our platform. What had worked for our original user base in Riyadh, Saudi Arabia was not going to scale internationally, and the Cybersecurity requirements for those new markets were meaningfully different. We needed a partner who had solved that kind of problem before.
What services did the company provide for your project?
End-to-end Cybersecurity delivery with a particular emphasis on the integration layer that connected the new build to our existing Legal Services infrastructure. They also provided UI/UX input that was not in the original scope but which they offered proactively because they could see it would affect adoption. That kind of initiative was characteristic of how they approached the whole engagement.
Why did you choose this company over other providers you considered?
Their portfolio included two projects that were sufficiently close to our own brief in terms of complexity, Cybersecurity scope, and Legal Services context that we felt confident they understood what we were asking. The proposal was technically rigorous, the pricing was transparent, and the proposed team structure gave us senior engineers throughout rather than just for the pitch.
How clearly did the company understand your requirements and business goals?
Better than we did at the start, which sounds like an exaggeration but is genuinely accurate. The discovery workshop they ran surfaced assumptions we had not examined and contradictions in our requirements that would have caused real problems mid-development. The functional specification they produced was the clearest articulation of our product that we had seen written down.
How was your overall experience with their communication and project management?
Outstanding. I have worked with agencies that communicate beautifully during the sales process and go quiet during delivery. This was the opposite — structured, consistent, and genuinely informative throughout. Problems were surfaced early with proposed solutions rather than just problem statements, which made the inevitable mid-project decisions much easier to make.
Did the company deliver the project on time and within your expected budget?
Yes on both counts. There was one sprint where a third-party integration took longer than scoped because of undocumented API behaviour on the vendor side. The team flagged it immediately, proposed two mitigation options, and we agreed on an approach that recovered the timeline within two weeks. That is how scope issues should be handled and rarely are.
What tangible results or business impact have you seen since the project was completed?
Quantitatively: user engagement metrics are up significantly since launch, our support ticket volume has dropped, and we have received unsolicited positive feedback from clients who noticed the improvement. Qualitatively: our internal team is proud of the product we now have, which affects morale and retention in ways that do not show up on a dashboard but matter enormously.
What did you like most about working with this company?
Their ability to hold the business objective in mind alongside the technical task. I have worked with technically excellent agencies who lost the thread of what we were actually trying to achieve. This team never did. Every architectural decision, every trade-off conversation, every prioritisation discussion was anchored to the outcome we had agreed at the start.
Would you recommend this company to others, and would you work with them again?
I recommend them to anyone who asks and occasionally to people who do not. The combination of Cybersecurity expertise, Legal Services domain knowledge, and delivery discipline is genuinely difficult to find. We found it here and we intend to keep it.
CRM build that finally brought our sales and customer success teams onto one platform
Jordan Mills / Director of Operations - Cascade Manufacturing
Verified
Apr 14, 2026
Apr 14, 2026
Project summary: Our editorial team was managing content across seven different tools with no single source of truth — we needed a unified CMS that could handle structured and rich-media content equally well.
The engagement started with a discovery workshop that immediately signalled this team was different. They pushed back on two of our assumptions in the first session with evidence and a better alternative. That kind of intellectual honesty is rare and it set the tone for the whole project. Deliverables were consistently ahead of schedule, code reviews were taken seriously, and the final product is something we are proud to show enterprise clients during due diligence calls.
PROS
Senior engineers on our account throughout the entire project rather than a bait-and-switch to juniors after contract signing, transparent reporting, realistic estimates that proved accurate
CONS
Premium pricing compared to some of the alternatives we evaluated, but the quality of the output and the absence of rework costs made the investment straightforward to justify
Project TypeCRM Development
IndustryMedia & Entertainment
Project Cost$500,000+
DurationFeb 2025 – May 2026
Questions & Answers
Please describe your company, your role, and the industry you operate in.
I lead technology at Cascade Manufacturing, a mid-sized organisation in the Media & Entertainment sector headquartered in Seattle, USA. My remit as Director of Operations covers everything from infrastructure to product development. We had reached a point where our internal engineering capacity was not sufficient to execute our roadmap without an experienced external partner.
What specific problem or business challenge led you to hire this company?
Growth into new markets had exposed serious limitations in our platform. What had worked for our original user base in Seattle, USA was not going to scale internationally, and the CRM Development requirements for those new markets were meaningfully different. We needed a partner who had solved that kind of problem before.
What services did the company provide for your project?
The full CRM Development lifecycle from discovery through to production deployment and hypercare support. This included requirements workshops, solution architecture, sprint-based development, QA and automated testing, deployment to our cloud environment, and a structured handover with documentation. They also provided a brief post-launch period of dedicated support which was genuinely useful.
Why did you choose this company over other providers you considered?
Honestly, the quality of the questions they asked during the briefing process set them apart. Most vendors listen to the brief and come back with a solution to exactly what you described. This team came back with a solution to what we actually needed, which turned out to be somewhat different. That kind of consultative instinct is what we were looking for.
How clearly did the company understand your requirements and business goals?
The requirements understanding was solid from early on, aided by the fact that they had prior experience in the Media & Entertainment sector and did not need us to explain domain context that a less experienced team would have required. That background knowledge shortened the discovery phase meaningfully and reduced the volume of clarification questions during sprints.
How was your overall experience with their communication and project management?
Communication was handled primarily asynchronously given the time zone difference between Seattle, USA and the team's base, but it was managed so well that the gap rarely felt like a constraint. Written updates were clear and timely, escalations were handled promptly, and we never had to chase for a status update. The cadence was exactly right — enough to feel informed, not so much that it created overhead.
Did the company deliver the project on time and within your expected budget?
The project landed on the agreed delivery date and within the approved budget. We did add scope during the engagement — two features that became apparent as essential during user testing — and those were quoted, approved, and delivered without affecting the original scope timeline. That kind of clean change management is not something you can take for granted.
What tangible results or business impact have you seen since the project was completed?
We went live three months ago. In that time we have not had a single P1 incident, our page performance scores have improved across every measure, and the feature we had deprioritised for years because the old architecture made it too complex to implement is now in our next sprint. The platform they built has opened up our roadmap in a way we had not anticipated.
What did you like most about working with this company?
The post-launch behaviour. Some agencies disappear the moment the final invoice is paid. This team maintained the same level of responsiveness during the hypercare period as during development, handed over thorough documentation without being asked twice, and checked in proactively a month after go-live to review performance metrics with us. That last part was entirely unprompted.
Would you recommend this company to others, and would you work with them again?
Unreservedly. We are in active conversation about the next phase of work and I expect this to become a multi-year partnership. For any organisation in the Media & Entertainment space looking for a CRM Development partner who combines technical rigour with genuine commercial awareness, I would put this team at the top of the shortlist.
Company Info
Founded
1986
Employees
50 - 249
Hourly Rate
Undisclosed
Avg. Project Cost
$25,000+
Client Rating
5.0/5 (4 reviews)