Description

This is a customized CRM developed by our team with the help of which Cpros team can view daily tasks assigned to them. A special Calendar view is provided with the help of which their team can view their monthly events. They can click on a day and add events to it. The have a set of features to manage clients, leads and partners. There is also one archive section with the help of which they can view archived clients, leads and partners. There is one advanced template system with the help of which they can manage email and sms templates and add placeholders to it. The super admin can manage authentication keys, create activities, sequences and triggers. They can also set access level permissions of the client portal. They can also manage API access credentials of various 3rd party API's. The admin can also send fax to various users.

The clients can login to the portal and fill a questionare which is setup by admin. Once they fill the questionare they will be able to acess exclusive features of the portal. The access levels are determined by the billing category of the client. They can view their credit reports based on the data provided by Transunion. They can view negative, positive credits, inquires and can also view archive reports.

Features

Back end

  • View calendar
  • Manage Clients, leads and partners
  • Manage API access details
  • Manage fax, sms and email templates
  • Manage access levels
  • Create activities and triggers
  • Create campaings
  • Manage tasks

Front end

  • View credit reports and scores
  • Manage payments using power wallet
  • Ticket system of Desk.com
  • Education(FAQ) section
  • Credit repair center

3rd party API integration

  • Transunion

    Transunion is used to view credit reports and score

  • Faxage

    Faxage is used to send fax

  • Amazon s3

    Amazon s3 is used to store files and backups

  • Desk.com

    Desk.com is used as ticketing system

  • Sales force

    Sales force is used to store client information

  • Sendgrid

    Sendgrid is used to send customized emails

  • Power wallet

    Power wallet is used for billing and payments

  • Olark

    Olark is used for live chat

Work

Our Portfolio Sed ut perspiciatis unde omnis iste natus error sit

what our customers says

Rami Kayvan

Chelsea Carpets

"Team DCI did pretty excellent work and I am very happy with what they have done. Their knowledge and abilities are great

Prasanna Perera

321Ace

"Team DCI is very responsible and dependable. DCI is the partner we can rely on.

Tools used

Project insight

Type

CRM

Duration

6 Months

Client

Damon Decrescenzo

Web Address

Click Here

Type

CRM

Duration

6 Months

Client

Damon Decrescenzo

Web Address

Click Here

Challenges excite us

Let us help you figure out the best way to realize your projects. We love to
talk, and therefore all the initial consultations come free to our
prospective clients. We are waiting to hear from you.