Case Study AdTech / CRM Confidential

Custom CRM Platform for Affiliate Operations

A personalized CRM product built around the actual workflows of affiliate teams, partner management, and internal operational processes.

Custom workflows
Tailored to affiliate business logic
Role-based access
Structured permissions and user flows
Up to 16 people
Managed in a Scrum delivery model

The challenge

Off-the-shelf CRM logic did not match affiliate operations

Affiliate teams often rely on very specific internal processes, partner workflows, and management logic that standard CRM products do not fully support. The project needed a system shaped around the business, not the other way around.

The solution

A CRM tailored to the way the team actually works

I helped drive delivery as Project Manager, coordinating requirements, workflow logic, backlog structure, and communication across the development process. The result was a more customized CRM direction aligned with the operational model of the platform.

The results

A better product fit for internal teams

The CRM structure supported a more practical operating flow, stronger process clarity, and better alignment between business needs and system behavior.

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