About This Project
Rupiya Maker is a powerful financial CRM platform designed for financial advisors, loan agents, and investment consultants. It streamlines client relationship management with integrated lead tracking, loan processing, commission management, and comprehensive reporting tools. The platform helps financial professionals manage their entire business operations from a single dashboard while improving client engagement and increasing conversion rates.
The system captures leads from multiple sources including website forms, social media, and manual entry. Each lead is tracked through customizable sales pipelines with automated follow-up reminders. The loan processing module handles documentation, verification, and approval workflows. Commission calculations are automated based on configurable rules. Clients receive timely updates via SMS and email.
Technologies Used :
- React.js
- Tailwind CSS
- Node.js
- MySQL
- Twilio API
How It Works
The system captures leads from multiple sources including website forms, social media, and manual entry. Each lead is tracked through customizable sales pipelines with automated follow-up reminders. The loan processing module handles documentation, verification, and approval workflows. Commission calculations are automated based on configurable rules. Clients receive timely updates via SMS and email.
Key Modules & Features
- Lead Management
- Document Management
- SMS & Email Automation
- Sales Pipeline
- Commission Calculator
- Reports & Analytics
- Client Portal
- Loan Processing Module