CHALLENGE: 

Organize the complex process of handling leads from receiving to completion of the payment transaction. 

CRM, BPMN process and workflow 

RESULT: 

• Queue with checkpoints to distribute leads among dealers 
• Linking with personal calendars to organize calls and meetings (with reminders) 
• Generation of offer and contract documents from templates 
• Harmonization of payment and contract stages with the client 
• Monitoring and reminders for key process points 
• Calculation of funding milestones 
• Calculation of margins for the merchant 

VUE.js , CRM API, Cal-Dav