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A Custom CRM Solution for Streamlining Loan Application Process & Reporting
MarTech Case Study
A dynamic platform designed to simplify lead tracking and loan management process for sales teams.
With advanced reporting capabilities for admins and seamless integration of cutting-edge tools, the
solution redefines efficiency in lead generation.
Web Application
Development
iProgrammer, in a nutshell
17YearsofExcellence
For 17 years, iProgrammer has excelled in
bespoke product engineering and more.
350+TechTeam
We are more than 350 tech experts with a strong
background in various leading technologies.
300+ProductsLive
Successfully delivered premier products
across both web and mobile platforms to date.
FortuneIndia500
iProgrammer has been the technology partner to Fortune
India 500 - Hero Corp, Tata Communications and HDFC.
4MillionDAUs
Our B2C mobile application developed for Vodafone-
Idea currently has 4 million daily active users (DAUs).
128MillionEndUsers
Our applications have been utilized by around 128
million end users globally.
Pain Points
Sales agents struggled with disorganized lead tracking, making it hard
to close deals. Admins faced time-consuming, manual reporting and
lacked real-time insights, leading to missed opportunities. Both teams
dealt with disconnected systems, complicating collaboration and
slowing loan application process.
Lead Management Workflow:
The CRM system enables sales agents to log and manage leads through a
streamlined interface, allowing efficient tracking of loan applications at each
stage.
Our Solution
Real-Time Lead Status Updates:
Agents have access to real-time updates on lead progress, ensuring proactive
follow-ups and minimizing delays in the loan application process.
Admin Oversight and Monitoring:
Admin users can oversee the entire lead lifecycle, with full visibility into
activities, ensuring compliance and performance monitoring at every
touchpoint.
Advanced Reporting Capabilities:
The platform allows admins to generate detailed, data-driven reports on lead
applications, providing insights for strategic decision-making and improving
operational efficiency.
Optimized for Scalability:
Built with a modular architecture, the CRM tool is designed to handle
growing data and user volumes, supporting seamless scalability as business
needs evolve.
Technology
Stack
Front End - React JS
We chose Node.js with TypeScript for backend due to its scalability,
static typing for maintainable code, and non-blocking architecture that
boosts performance in I/O-heavy apps. It also enables seamless full-stack
JavaScript development.
PostgreSQL was chosen for its robustness, scalability, and advanced data-
handling capabilities. It supports complex queries, ACID compliance, and
offers excellent performance with large datasets, making it ideal for
managing the extensive lead and loan application data. Additionally, its
flexibility with JSON and other data types ensures seamless integration with
modern web applications, ensuring reliability and future scalability.
React Native’s performance is near-native, thanks to efficient rendering and
access to native components. The framework's vast ecosystem and reusable
components make development faster and more scalable.
Back End - Node JS
PostgreSQL
Glimpse of AMPSED CRM
Our Services
What do we offer?
UI/UX Engineering
Web Application Development
Mobile App Development
Backend/Middleware Development
Frontend Development
Data Analytics
Legacy System Modernization
Product Engineering
Device Connectivity
Data Analytics and Visualization
Security Solution
Cloud Integration and Management
Cloud Consulting
DevOps Consulting
DevSecOps Consulting
CI/CD & Infrastructure Automation
Kubernetes Adoption
Internet of
Things (IoT)
Cloud & DevOps
Product/MVP Development
Statutory Compliance Consulting
Technology Consulting
Application Development
UI/UX Design and Business Branding
Customer Experience Strategy
Startup Consulting
LET’SBREW
SOME
COFFEE
TOGETHER.
Email us for inquiries or feedback
sales@iprogrammer.co
Contact us on
India: +91 879 621 9605
Find more information
www.iprogrammer.com
USA: +1 678 999 2111
UK: +44 208 133 156
Australia: +61 430 808 102
Saudi Arabia: +971 581 078 987

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Custom Web Application Development for AMPsed

  • 1. A Custom CRM Solution for Streamlining Loan Application Process & Reporting MarTech Case Study A dynamic platform designed to simplify lead tracking and loan management process for sales teams. With advanced reporting capabilities for admins and seamless integration of cutting-edge tools, the solution redefines efficiency in lead generation. Web Application Development
  • 2. iProgrammer, in a nutshell 17YearsofExcellence For 17 years, iProgrammer has excelled in bespoke product engineering and more. 350+TechTeam We are more than 350 tech experts with a strong background in various leading technologies. 300+ProductsLive Successfully delivered premier products across both web and mobile platforms to date. FortuneIndia500 iProgrammer has been the technology partner to Fortune India 500 - Hero Corp, Tata Communications and HDFC. 4MillionDAUs Our B2C mobile application developed for Vodafone- Idea currently has 4 million daily active users (DAUs). 128MillionEndUsers Our applications have been utilized by around 128 million end users globally.
  • 3. Pain Points Sales agents struggled with disorganized lead tracking, making it hard to close deals. Admins faced time-consuming, manual reporting and lacked real-time insights, leading to missed opportunities. Both teams dealt with disconnected systems, complicating collaboration and slowing loan application process.
  • 4. Lead Management Workflow: The CRM system enables sales agents to log and manage leads through a streamlined interface, allowing efficient tracking of loan applications at each stage. Our Solution Real-Time Lead Status Updates: Agents have access to real-time updates on lead progress, ensuring proactive follow-ups and minimizing delays in the loan application process. Admin Oversight and Monitoring: Admin users can oversee the entire lead lifecycle, with full visibility into activities, ensuring compliance and performance monitoring at every touchpoint. Advanced Reporting Capabilities: The platform allows admins to generate detailed, data-driven reports on lead applications, providing insights for strategic decision-making and improving operational efficiency. Optimized for Scalability: Built with a modular architecture, the CRM tool is designed to handle growing data and user volumes, supporting seamless scalability as business needs evolve.
  • 5. Technology Stack Front End - React JS We chose Node.js with TypeScript for backend due to its scalability, static typing for maintainable code, and non-blocking architecture that boosts performance in I/O-heavy apps. It also enables seamless full-stack JavaScript development. PostgreSQL was chosen for its robustness, scalability, and advanced data- handling capabilities. It supports complex queries, ACID compliance, and offers excellent performance with large datasets, making it ideal for managing the extensive lead and loan application data. Additionally, its flexibility with JSON and other data types ensures seamless integration with modern web applications, ensuring reliability and future scalability. React Native’s performance is near-native, thanks to efficient rendering and access to native components. The framework's vast ecosystem and reusable components make development faster and more scalable. Back End - Node JS PostgreSQL
  • 7. Our Services What do we offer? UI/UX Engineering Web Application Development Mobile App Development Backend/Middleware Development Frontend Development Data Analytics Legacy System Modernization Product Engineering Device Connectivity Data Analytics and Visualization Security Solution Cloud Integration and Management Cloud Consulting DevOps Consulting DevSecOps Consulting CI/CD & Infrastructure Automation Kubernetes Adoption Internet of Things (IoT) Cloud & DevOps Product/MVP Development Statutory Compliance Consulting Technology Consulting Application Development UI/UX Design and Business Branding Customer Experience Strategy Startup Consulting
  • 8. LET’SBREW SOME COFFEE TOGETHER. Email us for inquiries or feedback sales@iprogrammer.co Contact us on India: +91 879 621 9605 Find more information www.iprogrammer.com USA: +1 678 999 2111 UK: +44 208 133 156 Australia: +61 430 808 102 Saudi Arabia: +971 581 078 987