Services · Mobile app development · CRM software
Codeeo offers CRM software development New York firms can put in front of their compliance officers. We build custom CRMs, with a desktop workspace, a mobile app, a client portal and leadership dashboards, for financial advisers, insurers, agencies, brokerages, nonprofits and retailers across the five boroughs. Security safeguards under New York's SHIELD Act are designed in, and so is the reality that your clients live in New York, New Jersey, Connecticut and beyond.
New York relationships are dense and valuable. One client may hold several accounts, sit on a board you court and refer colleagues. A CRM here has to capture that web of connections and protect it as carefully as the business itself does, from the trading floor to the gallery opening.
200+ companies across the US and the UAEFrom a first store to a listed developer
What a New York CRM can include
New York's SHIELD Act requires any business holding New Yorkers' private information to keep reasonable administrative, technical and physical safeguards, and it widened breach notice duties to cover biometric data and account login details. Firms licensed by the New York State Department of Financial Services also answer to its cybersecurity regulation, 23 NYCRR Part 500, which covers access privileges, multi factor authentication and audit trails for the systems that hold client data.
Then there is the commute. A Manhattan firm's clients and staff may live in Brooklyn, Hoboken, Stamford or Long Island, and New Jersey and Connecticut both have comprehensive consumer privacy laws of their own. The modules below reflect those pressures. We decide together which belong in your first release and connect them to your existing email, calendar, document and accounting systems.
Role based access, multi factor sign in, encryption at rest and in transit, session timeouts and full audit logs come built in. Administrators can review who viewed or exported each client record, which supports the reasonable safeguards SHIELD expects and gives your security team evidence during reviews.
You can show exactly who touched client data and when.
For banks, insurers and other DFS regulated firms, the CRM supports periodic access reviews, privileged account limits, centralized logging and integration with your identity provider. Reports export in a form your chief information security officer can attach to annual compliance work.
The CRM fits into your cybersecurity program instead of sitting outside it.
Each contact stores state of residence, so a client living in New Jersey or Connecticut gets the access, correction and deletion rights their home state grants. Requests are logged, verified and tracked to deadline, with a record of what was sent or removed.
Out of state clients are handled under the right rules.
Wealth managers, private banks and insurance brokers link spouses, trusts, family offices, companies and advisers into one relationship view. A planner can see every account a family holds and every professional they work with before a meeting on Park Avenue or a call with a client upstate.
Advisers walk into each meeting with the whole picture.
Museums, cultural institutions and nonprofits track donors, members, gala tables, pledges and board prospects, with gift history and stewardship tasks. Fundraising appeals are handled separately from commercial email so the right rules apply to each kind of message.
Development teams see giving history and next steps in one place.
Store associates on Fifth Avenue, Madison Avenue or in SoHo keep client preferences, sizes, purchase history and appointment notes on a tablet. Outreach respects each client's marketing choices, and associates can hand a client to a colleague when they move stores.
Repeat clients feel known without a notebook behind the counter.
Residential brokerages manage listings, applicants, showings and co-op or condo board packages, with each agent's license recorded as issued by the New York Department of State. Document checklists keep board applications complete before submission.
Board packages go in complete and on schedule.
Advertising, PR and design agencies track pitches, retainers, scopes and renewal dates against each client brand, with resourcing views that show which accounts are over or under served before a quarterly review. Pitch outcomes are recorded too, so leadership learns which kinds of new business the agency tends to win.
Account leads spot renewal risk early.
Advisers, brokers and account leads spend real time on the subway, PATH and Metro-North. The iOS and Android app caches today's meetings and client notes for underground stretches without signal, then syncs when the train surfaces. Lost devices can be wiped remotely, and sensitive fields stay hidden until the user signs in with Face ID or a fingerprint.
Staff prepare for meetings on the move without risking client data.
Commercial emails carry a valid postal address and working unsubscribe, with opt outs applied within 10 business days. Calls and texts check consent and the National Do Not Call Registry. New York permits one party consent recording, but calls to clients in all party states get an announcement.
Outreach stays within CAN-SPAM, the TCPA and recording rules.
Who this is for
Most New York CRM projects we scope start with either a security review that a packaged tool could not pass or a relationship model it could not express. As a CRM software development company New York clients work with remotely, we run discovery and reviews by video call and keep every decision on a shared record. These four profiles cover the work we see most often in the city.
Firms in Midtown and the Financial District handle households with complex holdings and long histories. They need relationship maps, meeting notes, compliance review of client communications and controls that satisfy their regulators. We build these as one system so advisers stop working across a CRM, a spreadsheet and their email. Review queues let a supervisor approve outgoing client messages before they are sent, and every approval is kept for later inspection.
Your compliance team confirms which regulatory controls apply.
Agencies across Manhattan and Brooklyn juggle new business pitches, retained clients and freelance talent. A custom CRM tracks pitches, retainers, scopes and contacts at each client brand, and links to your project and finance tools so account leads see revenue and workload side by side when planning renewals. Holding company and procurement contacts are linked to each brand, which matters when one parent controls several accounts you serve.
Organizations from small community groups to major museums depend on donors, members and volunteers. We build donor records, event seating, pledge tracking and board prospect pipelines, with privacy controls and clear separation between fundraising messages and any commercial email such as gift shop or ticket promotions.
Gift processing can stay in your existing payment tools.
Residential brokerages and high end stores both sell through personal relationships. Agents and associates need mobile access to client preferences, history and documents, and managers need to keep that knowledge when staff move on. We design for quick lookups on a phone between showings or on a busy shop floor. Messages to clients go out from the firm's system rather than personal phones, so the conversation history stays with the business.
How we work together
Codeeo has delivered 200+ projects across the UAE and the US and holds a 4.7 rating from 23 Google reviews. Our team of 80+ works from Dubai, Riyadh and Karachi, and we have no New York office; we work with New York clients remotely, by video call. Firms usually begin with a fixed scope first release and continue on a retainer. Those with a long roadmap can retain dedicated CRM software developers New York leadership directs alongside internal IT.
A defined build with a deadline
We agree what the product has to do, write it down with a price and a date, and build exactly that. Changes are priced before they are made, not discovered on the invoice.
A product that keeps evolving
Named engineers who work your hours, join your standups and stay on the codebase. You direct the backlog; we own the quality of what ships.
Something live that needs looking after
A monthly block of hours for improvements, fixes and the small requests that otherwise wait months. Unused hours carry for a quarter.
Technology
We often use Next.js for the workspace, React Native for mobile and Node.js or .NET with PostgreSQL or SQL Server, hosted in a US East region on AWS or Azure. Sign in runs through your identity provider, such as Microsoft Entra ID or Okta, and audit logs can stream to your security tools.
01Mobile
02Data and cloud
03Marketing and tracking
Because your relationships and security reviews rarely fit a standard template.
Packaged CRMs handle common sales processes well, but New York firms often need household maps, board packages, donor stewardship or regulator ready logging that require heavy customization and add on fees. A custom system fits those needs exactly and is owned outright. If your process is simple and standard, configuring an existing product may serve you better, and we will tell you that during discovery. Ownership also matters here: the code and data sit in your accounts, so a future vendor change never traps your client history.
Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.
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