All case studies
Financial services
TotalFinserv
Customer relationships and people operations in a connected workspace.
ERP / CRM / Tasks / Payroll
THE PROJECT
Connecting everyday operations.
TotalFinserv uses Pletox to bring employee management, customer relationships, tasks, and payroll together. Connected ERP, CRM, and payroll modules help the team coordinate internal work alongside client follow-ups.
YOUR BUSINESS, NEXT