ASH Capital CRM – Custom CRM Platform for Investment Firms

We fully designed, developed, and deployed Ash Capital CRM, a tailored customer relationship management system built specifically for investment capital companies. This end-to-end platform was created to streamline investor relations, manage deal flows, and centralize data in one intuitive, secure environment.

Our team handled everything—from UX/UI design to full frontend and backend development, ensuring the platform matched the professional and high-stakes nature of the investment world. The interface was built with a modern, minimal aesthetic that prioritizes clarity, functionality, and speed—giving teams an experience that feels both powerful and easy to use.

Key features of the CRM include:

• Investor and lead management

• Deal pipeline tracking

• Document and contract uploads

• Secure communication tools

• Custom dashboards and reporting

Built using reliable, scalable technologies, Ash Capital CRM was tailored to the workflows of investment teams—offering real-time access to data, tracking investor engagement, and automating routine tasks.

This isn’t a plug-and-play CRM—it’s a bespoke platform built from the ground up to support long-term investor relationships, maximize efficiency, and provide capital firms with a system that grows with them.

We continue to develop and scale the platform, introducing new features based on client feedback and ensuring it remains ahead of the curve in the financial tech space.