The Credit Pros CRM Application

app optimization

About Company

The Credit Pros is the fastest growing American financial technology organization that is dedicated to providing excellent customer service by resolving credit-related concerns. Inc. Magazine named it one of the 50 finest places to work in the United States. It is BBB accredited and has a "A+" rating. It offers the competence to assist clients by successfully combating credit-related fraud. It teaches their clients by imparting training to become acclimated to the workings of the credit system and take required actions to enhance their credit score by offering free consultations in many languages.

Services offered

CRM, back-end development, front-end development, mobile app development, custom API development, and 3rd party API integration.

Duration

On-going
(More than 6 years)

Location

Florida, USA

Industry Type

Credit repair
and FinTech

Client Requirements

  • An easy-to-use customer relationship management system that includes leads, clients, reports, workflows, tasks, calendar, billing, and roles.

  • User friendly front-end-portal that includes questionnaires, dashboard with charts/graphs, credit-reports, documents upload, and dispute management.

  • TransUnion, Equifax, and Experian Credit bureaus integration using Array.com API.

  • Salesforce, Twilio, Smarty streets, Faxage, and Sendgrid API integration.

  • Mobile app development.

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Our Solution

We assisted the client by providing them with an online platform where they could help their customers to obtain the most accurate information about their credit data. We built a unique CRM tool to assist the team TCP in managing leads, clients, reports, processes, tasks, calendar, billing, and roles. We developed a user-friendly front-end portal via which consumers can access dashboards with charts/graphs, credit reports, document upload, and dispute management.

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CRM Features

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Multiple Brands

SAAS based CRM platform that supports multiple brands and white label solutions.

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Multiple user roles and permissions

Creation of different roles. Features and access levels are controlled by the user’s roles.

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Leads Management

Manage hot leads, warm leads, and other types of leads with option of custom sorting/filtering.

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Client Management

Registered client’s information can be edited with capability for custom sorting/filtering.

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Custom Workflows

Custom workflows, sales funnels, sequences, and triggers are all possible.

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Credit Reports

Client wise credit reports from different bureaus like TransUnion, Experian and Equifax.

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Dispute Letters Management

Dispute letters may be monitored, and rules for raising a dispute can be set.

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Documents Management

All customer documents are safely saved and can be managed by the administrator.

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Membership Management

Agencies can create unique membership plans for their customers.

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Payment Reports

Manage reports on a weekly, monthly, annual, or custom basis.

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Tasks and Notes

Users can add tasks and notes.

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Emails and Newsletters

Users may manage bulk emails, newsletters, and custom mailing lists.

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Calendar

A calendar for arranging appointments with leads and clients.

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Refer & Reward

An affiliate program will be accessible.

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Client Portal Features

Subscription plan selection and registration

Registration, plan selection, and payment options are all available.

INTERVIEWER

A secure interviewer system that allows you to authenticate with credit agencies such as TransUnion, Experian, and Equifax.

DASHBOARD

View the most recent credit score and summary on the dashboard.

Credit score and credit account

This part will display detailed credit score and credit account information.

Disputed Items

A record of disputed items shall be kept.

Affiliate system

Earn prizes and monetary advantages by referring others.

Document management

Using this part, clients will be able to securely upload their documents.

Custom API Development

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Custom API development for client data CRUD from Salesforce.

mobile apps api

Custom API development for mobile apps.

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Custom API development for user stats.

Technology Stack

Front-end

Angular JS, HTML, CSS, and Datatables.

Back-end

PHP 7, Codeigniter,
and, MySql.

Server/Cloud

AWS EC2, AWS S3, and,
AWS RDS.

3rd party APIs

Salesforce, Array, Sendgrid, Twilio, Faxage, Smarty-streets, Zendesk chat

Highlights

check 18, 000+ active users

check Developed easy to use CRM

check Fast loading customer portal

check On-going from past 6 years

check 6 dedicated resources working

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Achievements

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.

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Testimonials and Ratings

Damon DeCrescenzo

CEO, The Credit Pros

award winning agency

QUALITY app development agency

Florida, USA

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