CRM, back-end development, front-end development, mobile app development, custom API development, and 3rd party API integration.
SAAS based CRM platform that supports multiple brands and white label solutions.
Creation of different roles. Features and access levels are controlled by the user’s roles.
Manage hot leads, warm leads, and other types of leads with option of custom sorting/filtering.
Registered client’s information can be edited with capability for custom sorting/filtering.
Custom workflows, sales funnels, sequences, and triggers are all possible.
Client wise credit reports from different bureaus like TransUnion, Experian and Equifax.
Dispute letters may be monitored, and rules for raising a dispute can be set.
All customer documents are safely saved and can be managed by the administrator.
Agencies can create unique membership plans for their customers.
Manage reports on a weekly, monthly, annual, or custom basis.
Users can add tasks and notes.
Users may manage bulk emails, newsletters, and custom mailing lists.
A calendar for arranging appointments with leads and clients.
An affiliate program will be accessible.
Registration, plan selection, and payment options are all available.
A secure interviewer system that allows you to authenticate with credit agencies such as TransUnion, Experian, and Equifax.
View the most recent credit score and summary on the dashboard.
This part will display detailed credit score and credit account information.
A record of disputed items shall be kept.
Earn prizes and monetary advantages by referring others.
Using this part, clients will be able to securely upload their documents.
Angular JS, HTML, CSS, and Datatables.
PHP 7, Codeigniter,
AWS EC2, AWS S3, and,
Salesforce, Array, Sendgrid, Twilio, Faxage, Smarty-streets, Zendesk chat
18, 000+ active users
Developed easy to use CRM
Fast loading customer portal
On-going from past 6 years
6 dedicated resources working
The current portal has almost 18,000 active users. The customer finds it simple to use the bespoke CRM. In the form of an efficient credit report, customers may obtain the removal or deletion of negative items from their credit score, as well as beneficial suggestions for reducing its overutilization. This assists customers in improving their credit score and providing them with the highest level of satisfaction.
CEO, The Credit Pros