Core modules
Lead & Opportunity
Customer 360
Loan Origination
Collections
Support Desk
Ticketing
Inventory & Procurement
Billing & GST
HRM & Attendance
Partner / Agent Portals
Dealer Management
Executive Dashboards
Feature stack
- Role-based access control
- Workflow automations
- Document management & eSign
- Notifications (email/SMS/WhatsApp)
- Advanced reporting & BI
- API-ready architecture
Tech & hosting
- Stacks: MERN, LAMP, MEVN, .NET, low-code (Retool, Budibase).
- Cloud: AWS, DigitalOcean, VPS/dedicated, hybrid deployments.
- Security: Encryption, IP whitelisting, activity logs, audit trails.
- Compliance: RBI, PCI, SOC, ISO-ready architecture.
Implementation approach
- Process blueprinting & KPI mapping.
- Module-wise sprints & UAT sign-offs.
- Data migration, integrations, user training.
- Go-live support, documentation, AMC.
Integrations
WhatsApp, SMS, payment gateways (Razorpay, Cashfree, Paytm), CKYC, bureau, Aadhaar, GST, accounting tools, BI platforms, third-party ERPs.
Analytics & reports
Custom dashboards, drill-down reports, exports, scheduled email digests, predictive insights using Power BI/Data Studio/Tableau connectors.