Business Funding Platform: A Comprehensive CRM Solution for Deal Management

Business Funding Platform

TechAvidus Developed a comprehensive CRM to streamline the deal management process, connect lenders and borrowers, and automate email communication based on specific requirements.

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Project Overview

The client, a marketplace for business capital, required a CRM system to efficiently manage Sales Representatives, Closures, and Admin roles on a single platform. The system needed to allow Admins to upload leads, track activities, and match lenders with potential borrowers based on specific criteria. Additionally, the platform aimed to facilitate lender-borrower connections directly.

Business Challenges

The primary challenge was ensuring an equitable distribution of leads among Sales Representatives based on their login status. The system needed to display leads uniquely assigned to each Sales Representative, ensuring no overlap and allowing dynamic reassignment if a lead was already in progress. Another challenge was configuring the platform to send emails from different accounts based on contextual requirements.

The Solution

To address the lead distribution issue, we developed a sophisticated algorithm that randomized and assigned leads to Sales Representatives upon login. When a Sales Representative selected a lead, it was removed from the general pool, ensuring exclusivity. For the email requirement, we implemented configurations to allow email dispatch from various accounts based on specific needs.

Key Features

1. Super Admin Module

Manage Users: The Super Admin can create, update, or delete Admins, Closures, and Sales Reps.
Lead and Deal Management: Super Admin can upload, edit, or delete Lead and Deal information.
Status and Scheduling: When a Closure updates a Deal's status, the Super Admin can step in to manage any further discussions between the Lender and Borrower and set up a payment scheduler based on the finalized installment plan.
Communication: Provides a chat option for communication between parties.

2. Admin Module

Manage Closures and Sales Reps: The Admin can create, update, or delete Closures and Sales Reps.
Team Management: Admin can create, update, or delete Teams and Team members based on specific conditions related to Sales Reps for Closures.
Lead and Deal Management: Admin can upload, edit, or delete Lead and Deal information.
Status and Scheduling: When the Closure changes a Deal's status (e.g., from "Under Review" to "Approved" or "Declined"), the Admin manages any necessary discussions with the Lender and Borrower, and sets up a payment scheduler once the terms are finalized.
Communication: A chat option is provided for Admin to facilitate communication between parties.

3. Closure

Team Management: Closure can create and update Teams of Sales Reps.
Deal Handling: Once a Lender shows interest in a Lead, it becomes a Deal, and the Closure is responsible for managing it.
Offer Management: Closure can add different offers from Lenders to a Deal and must update the Deal's status (e.g., from "Offer Received" to "Negotiation" or "Offer Accepted") based on the progression.
Communication: A chat option is available for Closure to communicate with other parties.

4. Sales Rep

Lead Management: After verifying a Lead, the Sales Rep sends an email to the Lender. Once the Lender replies, the Sales Rep can change the Lead's status.
Automatic Assignment: Leads are automatically assigned to Sales Reps when they start working on them.
Communication: Sales Reps can use the chat option to communicate with Lenders and other parties.

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What Our Clients are Saying

I worked with TechAvidus for over 2 years. The team is incredible. They are very responsive, responsible, dedicated, and capable. I strongly recommend the team for any project, however complex.

Alexander Z Stanley

Business Development Manager

TechAvidus successfully delivered a user-friendly website, meeting the client's expectations. Their cost-efficiency, extensive experience, teamwork, timely delivery, excellent quality, sheer patience, and thoughtful attitude were hallmarks of their work.

Ralf Zieger

TechAvidus successfully completed the survey and dashboard with the requested requirements. The team was easy to work with, communicated effectively through weekly calls, and overcame language barriers. Their quality of work, professionalism, timely delivery, and budget-consciousness stood out.

Tamar Daniel

CMO

Keshu, Bhavesh and their team are outstanding. Not only were they able to build a very sophisticated and customized portal for our thousands of customers, but they did so with skill, efficiency, professionalism, and offered wonderful suggestions and recommendations along they way. Even more impressive, they were able to do all of this in spite of the convoluted direction we provided them with.

We've since expanded our relationship with them to cover many additional web development jobs. Choosing to work with TechAvidus was one of the best decisions we've made in recent years. We recommend them unconditionally.

Rob Price

President, Gatekeeper Press

"The vendor did an outstanding job. They paid attention to every detail of project scope and made prompt corrections when needed. I would definitely work with them again."

Jason Lorenti

Digital Development Manager at Evolved Office LLC

"TechAvidus transformed my social media presence! Their expertise in social media marketing & management propelled my business to new heights. The team's strategy, content creation, and engagement techniques were exceptional."

King Netsol Private Limited

Pintu Patel

"TechAvidus really helped us with our social media marketing! They made our services more popular online. They ran great campaigns that made our business grow a lot. We're so grateful for their help and hard work!"

Maurya Health Care

Dharra Trivedi

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