Guardhouse is a financial assistance business offering tax planning, debt consolidation, cash management, personal insurance planning, investment strategies, retirement planning, and estate planning.

Guardhouse CRM uses a custom made MVC AJAX framework created by me. The web application manages many data facets related to a customer including Clients, Activities/Notes, Tax Services, Insurance Products, Investments, Fee Based Services, and Uploaded Documents.

View an video of the application in operation below.

Web developer Nathan Eyre created this web application working at Qwik Media

Guardhouse CRM