A low-code CRM on top of 1C that grew a lender's credit portfolio by 33.5%
A microfinance company joined us halfway through the campaign. Leads were coming in from calls, WhatsApp and offline forms, but nothing was tracked. Their 1C system handled accounting, but it wasn't built for credit workflows or customer relationship management (CRM).
+54%
qualified-lead conversion
+25%
more loan applications
0
lost or duplicated leads
Auto
scoring & agent distribution
Overview on the project
Duration:
5 months (CI/CD)
Company size:
15-50 employess
Industry:
Banking / Microfinance
Country:
Eastern EU
Challenge
After a faulty tool, the lender was back where they started. They couldn't match their 1C scoring with spreadsheets. No one knew where a lead came from, what stage it was at, or who should follow up. They couldn't answer the basics: which campaign worked, who hasn't called, and where are we losing people? Without trustworthy data, they reacted instead of planning.
Solution
Rebuilt the process piece by piece: scoring, agent actions, visit scheduling, document tracking, and campaign attribution. Now it all works together for microfinance operations, running on data the team can trust. Call logs sync, leads are tracked end to end, approvals are managed centrally, and documents go out via Viber from the app. The system shows what is happening, when, and who is responsible.
Technology stack
React
Next.js
TypeScript
Tailwind CSS
Modules & Integration
CRM Dashboard
Lead and Funnel Tracking
Managers see every lead, stage, and owner in one place.
Agent Monitoring
A live view of agent performance and tasks.
1C and Scoring sync
The dashboard works with 1C, scoring, and campaign inputs.
CRM Dashboard
Lead and Funnel Tracking
Managers see every lead, stage, and owner in one place.
Agent Monitoring
A live view of agent performance and tasks.
1C and Scoring sync
The dashboard works with 1C, scoring, and campaign inputs.
Olga Petrașcu
Commercial Business Partner
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