Discover Barva Invest’s journey to efficient service delivery and client management with Freshcode’s custom development solutions.
Founded in 2016, Barva Invest is a leading Ukrainian consulting company providing market analytics, trading, and training services to local and European agricultural businesses. Their diverse client base—including farmers, brokers, carriers, and financial institutions—benefits from deep insights and expert advice through daily reports, webinars, and live discussions.
Our client used to rely on Google Drive and email to send clients analytical and training materials. This method was complicated and prone to errors due to the manual steps required to compile, attach, and send the files. It was also difficult to track how clients engaged with the materials.
Sharing sensitive files this way also posed security risks. Files could be intercepted, forwarded, or copied without permission, leading to potential data breaches and loss of intellectual property. The absence of a centralized distribution system made these problems worse.
Sending individual files was cumbersome and error-prone; emails often went to the wrong recipients or contained incorrect attachments.
Monitoring client engagement through email and Google services was limited and inefficient.
Sensitive files were exposed to unauthorized access, risking data breaches and theft.
Besides, the existing off-the-shelf CRM solution lacked critical user management and analytics capabilities, leading to further issues for Barva Invest.
Manual, time-consuming content management, engagement tracking, and sales processes using Google services and email software.
The standard CRM system lacked user analytics, automation, custom reporting, and live update capabilities.
Barva Invest wanted centralized client and service management and secure distribution of materials.
Freshcode proposed a comprehensive PWA platform for Barva Invest clients and staff. Unlike the current setup, which hinders client maintenance and material delivery, the new platform would optimize CRM, provide user analytics, and streamline the creation, analysis, and distribution of client materials.
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