Delivering results, project after project.
Custom CRM System Development: Cloud-Hosted Web App
Client: UK based Accountancy firm
Migr8IT designed and delivered a custom cloud-hosted CRM and workflow platform built specifically around the firm’s processes, enabling them to manage every stage of client engagement, from first contact through to ongoing compliance in a single, unified system.
The firm’s existing tools and methods of working had become fragmented, relying on spreadsheets, shared drives, and manual email processes that slowed response times and created risk around regulatory tracking. Migr8IT worked closely with partners and staff to understand their day-to-day routines and decision-making, designing a solution that matched the way they operate.
The resulting system includes opportunity and client tracking, automated engagement letter generation, reminder workflows, task scheduling and automation, and centralised document management. Built-in compliance controls support Anti-Money Laundering (AML) and identity checks, ensuring every client record and document is properly validated and auditable. Integrated email communication tools allow staff to contact clients directly within the system, capturing all correspondence automatically for full traceability and audit trails.
The platform has streamlined client onboarding, improved collaboration, and significantly reduced administrative effort, giving staff real-time visibility over workload, deadlines, and compliance status.
The CRM system does exactly what we need. It has significantly improved our day-to-day operations.
Feedback from the Firm's Partner
1
Unified CRM platform, replacing spreadsheets and disconnected systems
100%
Automated engagement and reminder workflows
50%
Faster client onboarding through automation and document templates
Strategic Benefits
BESPOKE SOLUTION BUILT AROUND THE BUSINESS
The CRM system was designed from the ground up to reflect the firm’s workflows, terminology, and approval processes, aligning technology perfectly with how the team operates day to day.
UNIFIED CLIENT LIFECYCLE MANAGEMENT
All stages of the client journey, from opportunity tracking and onboarding to compliance and ongoing service, are now managed within one system, providing complete visibility and control.
COMPLIANCE EMBEDDED BY DESIGN
Anti-Money Laundering (AML) checks, engagement letters, and document tracking are automated within defined workflows, ensuring regulatory standards are met consistently and effortlessly.
IMPROVED PRODUCTIVITY AND EFFICIENCY
Automated reminders, task scheduling, and templated communications reduced manual effort and administrative overhead, freeing staff to focus on higher-value client work.
ENHANCED CLIENT EXPERIENCE
Built-in email integration and streamlined onboarding made client communication faster, clearer, and more professional.
FUTURE-READY PLATFORM
The modular system architecture allows for future integration with accounting, e-signature, and reporting tools, ensuring long-term adaptability as the firm grows.
Business Impact
STREAMLINED CLIENT MANAGEMENT
Every stage of the client journey from lead capture to ongoing engagement is now visible and managed within a single system, removing silos and duplication.
IMPROVED EFFICIENCY
Automated reminders, engagement letters, and task scheduling cut manual admin time dramatically, allowing staff to focus on billable work and client relationships.
ENHANCED COMPLIANCE
Built-in Anti-Money Laundering (AML) checks, identity checks, document tracking, and automated record-keeping ensure that all engagements meet regulatory requirements without manual oversight.
ENHANCED COLLABORATION
Shared task views and automated notifications help teams coordinate work seamlessly and meet deadlines more reliably.
FASTER CLIENT ONBOARDING
Pre-configured templates and approval workflows reduced turnaround time from initial enquiry to active engagement.
SECURE, CENTRALISED DATA
All documents, communications, and compliance records are stored in one secure location, reducing risk and improving audit readiness.
IMPROVED CLIENT COMMUNICATION
Integrated email tools keep all correspondence linked to the right client record, giving the firm a complete communication history and more consistent service.
Measurable Outcomes
100% OF CLIENT ENGAGEMENTS AUTOMATED, including digital engagement letters and compliance workflows.
50% REDUCTION IN ADMINISTRATIVE EFFORT across onboarding and compliance processes.
ZERO COMPLIANCE BREACHES since implementation, with all records fully auditable.
AVERAGE ONBOARDING TIMESCALES CUT BY 50%, improving responsiveness to new client enquiries.
SINGLE UNIFIED CRM PLATFORM replacing multiple spreadsheets, documents, and email trails.
REAL-TIME VISIBILITY of tasks, communications and deadlines across the entire firm.
Custom Cloud App Development
At Migr8IT we don’t just migrate legacy Lotus Notes / Domino applications, we build tailored cloud-hosted web applications designed to mirror your unique workflows, data flows and business rules. Whether you’ve outgrown spreadsheets, disparate tools or outdated client apps, we’ll design and develop a bespoke platform that brings everything together, secure data storage, automated processes, real-time dashboards, and a user experience across devices that your team actually enjoys. The result? A future-ready cloud-hosted system that grows with you, cuts manual effort and gives you visibility and control across your operations.
Frequently Asked Questions
What kind of cloud-hosted web applications can you build?
We build custom web apps tailored to your business requirements, everything from internal dashboards, workflow systems, document portals, customer portals, data-capture apps, integrations with other services (CRM, ERP, cloud storage), to mobile-friendly browser apps. If it runs in the browser and lives in the cloud, we can deliver it.
Can your cloud-hosted web apps use Azure Entra ID authentication with MFA and SSO?
Yes. Our cloud-hosted applications can integrate directly with Azure Entra ID (formerly Azure AD) for secure, enterprise-grade authentication. That includes full support for Single Sign-On (SSO), Multi-Factor Authentication (MFA) and role-based access controls. Your users log in using the same credentials they already use across Microsoft 365.
Even though our apps are not Power Apps or Microsoft-native applications, they can still be embedded seamlessly within Microsoft 365 environments, for example:
- pinned as tabs in Teams,
- surfaced inside SharePoint pages,
- linked within Microsoft 365 portals,
- integrated with Microsoft Graph APIs for richer scenarios.
This gives you all the convenience and security of the Microsoft identity ecosystem, while retaining the freedom to build entirely custom cloud solutions tailored exactly to your business.
Can you build an app that works alongside our existing systems?
Yes. We design your new cloud app to integrate smoothly with your current infrastructure and systems. Whether you have legacy databases, CRM tools, or other business applications, we build connectors, APIs or middleware so your new app becomes part of the ecosystem, not a silo.
Do you specialise in replacing legacy systems or modernising them?
Both. We can build brand-new apps that replace older platforms, or we can enhance and extend existing systems (such as legacy server-based applications) with modern web front-ends and cloud architecture. You decide the pace and scope; we provide the technical expertise.
Is the cloud app built to be mobile and device-agnostic?
Absolutely. All our web applications are responsive, designed to work across desktops, tablets and mobile browsers. We optimise UI/UX for each form factor and ensure the experience is consistent, intuitive and performant in all environments.
How do you handle security, scalability and performance for cloud apps?
From day one we architect for security, using hardened authentication/authorization, encrypted transport and secure data storage. Performance is monitored, optimised and maintained to provide a reliable experience.
What’s the difference between using a custom cloud app vs an off-the-shelf solution?
A custom cloud app is tailored precisely to your business processes, field-structure, integrations and user workflows it aligns with your way of working rather than forcing you to adapt. Off-the-shelf solutions can be faster to deploy but often compromise on fit, flexibility and long-term adaptability. With our custom builds you have full control over functionality, future-proofing, and technical ownership.
How long does a custom cloud app development project typically take?
That depends on the complexity, number of modules, integrations, number of users, data volume, device-support and security requirements. After discovery we’ll provide a realistic timeline. Because we leverage frameworks and cloud building blocks, we endeavour to deliver efficiently without sacrificing quality or customisation.
What’s the process to start?
We begin with a discovery phase to gather your business goals, map your existing workflows, identify required features and integrations, define the target architecture and user experience. Then we produce a proposal, statement of work, timeline and cost estimate. Once approved, we move into design, development, testing and deployment in the cloud.
How can I ensure the app remains maintainable and extendable?
We build your cloud app using best-practice architecture and modular code, so future enhancements or integrations are straightforward. We provide documentation, training, optional support/maintenance agreements and ensure you’re not locked into a single vendor or brittle custom build. The aim is a sustainable, flexible solution that grows with your business.