# A CRM that validates against the source of truth

*Source: https://techincglobal.com/case-studies/asia-securities*

> Techincglobal is Sri Lanka’s first and only authorized Frappe Technologies partner. We work with businesses to implement ERPNext, configure it around their processes, develop the functionality they need, and support their teams beyond go-live.

- Organisation: Techincglobal (Techincglobal Consultancy (Pvt) Ltd)
- Position: Sri Lanka’s Frappe partner for enterprise solutions
- Founded: 2018
- Group: SEBSA Group
- Partner status: Certified Bronze Partner, Frappe Technologies
- Location: No. 289/7 D, Lake Road, Malabe, Sri Lanka
- Contact: info@techincglobal.com · +94 707 978 978
- Website: https://techincglobal.com

## A CRM that validates against the source of truth

Sector: Professional Services


One of Sri Lanka’s leading capital markets firms adopted NXTGEN CRM with live customer-data validation, and accepted the full agreed scope at UAT.


### Results

- Full scope — Accepted at User Acceptance
- 3 stages — Lead → Opportunity → Campaign


### The challenge

Asia Securities is recognised as Best Broker Sri Lanka (FinanceAsia 2025) and holds a CFA Sri Lanka Gold award for research. A client-facing function of that standing needs customer records that are authoritative rather than approximate — which rules out a CRM holding its own parallel version of the client master.


### The approach

We implemented NXTGEN CRM on the Frappe platform. Customer and Contact doctypes were configured on new infrastructure, then integrated to the firm’s endpoints with customer information validation, so records are checked against the authoritative source instead of maintained separately. Lead and Opportunity Management gave the front office a structured pipeline, Campaign Management supported outbound engagement, and Frappe Drive and Raven brought documents and internal communication into the same environment. Core team training was delivered as part of the engagement.


### The outcome

Asia Securities confirmed in writing that every agreed scope feature had been delivered: infrastructure and Customer & Contact doctypes, endpoint integration with customer information validation, Drive and Raven integration, Lead and Opportunity Management, and Campaign Management with core team training.


### Client comment

> With regard to the User Acceptance of the CRM project, the following agreed scope features have been successfully delivered.

— Sanjaya Liyanage · Vice President, IT Systems · Asia Securities (Private) Limited


Source: a signed User Acceptance sign-off, not a recommendation letter.

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Published by Techincglobal. Sri Lanka’s Frappe partner for enterprise solutions. https://techincglobal.com