CPro is an America based fortune 5000 company which helps people to repair their credit scores. They wanted an easy to use web based CRM system with the help of which they can automate the aspects of their credit repairing services. They wanted a flawless backend system so that their internal team can do their operations easily. They also wanted user friendly customer section with the help of which their clients can easily login and view the credit reports.
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 questionnaire which is setup by admin. Once they fill the questionnaire they will be able to access 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, inquiries and can also view archive reports.
- 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 campaigns
- Manage tasks
- 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 is used to view credit reports and score
Faxage is used to send fax
Amazon s3 is used to store files and backups
Desk.com is used as ticketing system
Sales force is used to store client information
Sendgrid is used to send customized emails
Power wallet is used for billing and payments
Olark is used for live chat
Our Portfolio Sed ut perspiciatis unde omnis iste natus error sit
what our customers says
Rami KayvanChelsea Carpets
"Team DCI did pretty excellent work and I am very happy with what they have done. Their knowledge and abilities are great
"Team DCI is very responsible and dependable. DCI is the partner we can rely on.
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.