CRM System For Payment Processors
Industry
Fintech
Location
USA
Partnership period
2019-ongoing
Team size
6
Project information
Overview
Our team has helped turn a client’s idea into a growing, popular, and secure platform with over $3.5 billion in monthly sales.
We have created a complex, intuitive payment processing software for managing financial operations and the entire merchant lifecycle. After discussion and thorough analysis, our team identified three main groups of users of the future system:
- Offline payment processors
- Merchants
- Buyers
About Client
The client is a US-based private stakeholder with extensive experience in the financial sector. They wanted to create a distributed cloud-based CRM with payment processing that would serve independent sales organizations (ISOs).
Business Goals
The primary aim was to develop a vast system that ISOs could use to track leads, appointments, tickets, commissions, and live accounts from several processing networks simultaneously.
Our Task
Since the client’s team has already been working on the project, our specialists had to quickly analyze the existing processes and the customers’ needs. The main task was improving and expanding the existing functionality, adding new features, and increasing customer satisfaction.
Implementation
Analysis and Planning
It was necessary to explore the customer workflow to start optimizing the current functionality and developing new features. We decided to divide the customer personas into three main types:
- Offline payment processors. A company appointed by a merchant to handle transactions from various channels.
- Merchants. Retailers that sell goods and receive payment through the POS (point of sale) terminals connected to the specific CRM payment processing unit.
- Buyers. Any person or business that purchases goods and services from the merchants and performs the payment via the POS terminal.
CRM Structure
After considering the structure and approving the customer personas with the client, our team proceeded to the new functionality development.
Using isolated solutions? Let’s fix it!
Business First
Code Next
Let’s talk
Features implemented
The results of our team’s work are represented by the solutions that we have developed from scratch.
Lead Importer
Our team created an opportunity to generate lists of potential leads in tables of any format. After loading these tables into the system, the lead importer analyses the data and presents a report on potential leads, depending on the selected label.
The information about leads can be edited. Also, the system identifies and highlights any duplicates.
Email Validation
An additional feature for the lead importer is the opportunity to validate the potential leads’ email addresses. Thanks to the ZeroBounce API, the lead importer validates the email and notifies if the specified email address does not exist, is in the spam list, or if there are any other validation issues.
Email Review and Code Validation
Our team has developed an email and code validation system that removes any suspicious tags from the HTML code.
If the merchant opens a message that contains malicious HTML code, the validator simultaneously removes scripts, iFrames, and object tags from the text.
Speech Recognition
We have developed the ability to control the system by voice using the Google Speech Recognition API . The created solution can recognize any voice commands and respond to them with a predefined set of actions. Besides, it understands accents and tones.
Calendar
The calendar developed by our team can gather tasks, information about leads, reminders, etc. All the events can be sorted by timeline, users, or user rights. The tasks presented in the calendar are integrated with the information about leads available in the CRM with the payment processing feature.
Result
A cloud-based CRM with integrated APIs.
Thanks to the effective cooperation with the client, our team has developed the system with helpful CRM payment processing features fast. We have connected many helpful services using the payment processing API, speech recognition API, and email validation and verification API.
Today, the system is a cloud-based platform that can be accessed through a secure website. It offers merchant reporting services for more than 250,000 active merchants and is growing daily with roughly 40 million transactions and $3.5 billion in monthly sales.
Project Details
- Business Analysis
- Project Management
- Web App Development
- Quality Assurance
- Business analyst
- Project manager
- Back-end developer
- Front-end developer
- QA manual
- QA automation
- jQuery
- Custom PHP Framework
- FancyBox 2.1.5
- Modernizr 2.6.2
- React.js
- ZeroBounce API
- Google Speech Recognition API
- HTMLPurifier library
Explore related services
Business Analysis
Identify new growth opportunities and build a comprehensive plan.
Web Development
Build online apps with custom features and connect to third-party systems.
Architecture Consulting
Establish a solid foundation with the right tech and development strategy choices.
CRM Development
Build an integrated CRM system and develop automated data sharing pipelines.