Custom CRM for Payroll, Contracts, and Compliance

Our client is a company managing legal and financial processes for international workers in Poland, who needed a centralized tool to automate how contracts, invoices, and payroll were handled between clients, managers, and internal control teams.

We built a platform to handle complex workflows tied to legal contracts, payroll approval, client interactions, and compliance with Polish regulations for international workers. Manual processes, fragmented tools, and a lack of central coordination were limiting the company’s ability to scale operations and deliver consistent service.

FBA supports international professionals working in Poland by handling their legal setup, contract processing, and salary disbursements. Each client relationship involves coordination between the worker (client), their assigned manager, and an internal control department. The business model depends on legal accuracy, clear documentation, and strict compliance with employment and tax laws.

Pain Points

• Payment workflows relied on chat or email threads without tracking
• Scalability costs made growth unlikely
• No unified system for managing expirations or tax thresholds
• Invoices required frequent corrections
• Client and internal communication was spread across tools

We designed and built a role-based CRM system that mimics the way FBA works — but with automation, status tracking, and compliance logic built in. CRM is tailored to FBA’s operations, covering client data, contracts, invoices, salary workflows, and document storage. It includes role-based access, billing-linked file uploads, and process dashboards.

Key Solution Components

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CRM user interface and features

All modules have an individual dashboard displaying data for the entity, with enabled features for filtering, editing, deleting and record creation.

The CRM UI below has client data blurred for privacy

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Each module includes a dedicated dashboard, that gives users clear, structured access to their data. Built-in tools for filtering, editing, and record management have significantly improved data accuracy, reduced admin time, and made daily operations more efficient.

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As a result, coordination between departments became structured, delays were reduced, and visibility into each step of payroll and document processing was significantly improved.

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The solution we delivered to FBA solved their challenges by centralizing all client-related workflows into one place, automating error-prone processes like invoice creation and salary approvals, and enforcing legal compliance through validation rules and status restrictions.

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