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Compliance CRM

Clients, filings and deadlines on one board for a company-secretary firm.

In build
Our sketch of the compliance CRM board
Our sketch. Real screens will be shown after launch.

The brief

A company-secretary firm handles filings and deadlines for many client companies at once. We're building an in-house CRM that puts clients, filings, tasks and deadlines on one board, and a new website for the firm.

Client
A company-secretary firm
Industry
Corporate compliance
Platforms
Web
Year
2026
Status
In build

What we're building

  • Client records

    Every client company, its people and its documents in one place.

  • Filings and deadlines

    Each filing with its due date, owner and status.

  • Team board

    Tasks and workload across the team on one board.

  • Firm website

    A clear website for the practice.

Results

In build. Results will be published after launch.

Got something to build?

Book a 30-minute call, send a short brief, or message us on WhatsApp. One of the partners will reply.

WhatsApp +91 79883 42771
Email info@adfdesigntech.com