Sales Management Platform
We developed a tailored internal tool to streamline payment processing, lead management, and real-time business insights. The client previously depended on manual workflows for handling payments, course access, and communication, which caused inefficiencies, delays, and errors. Some issues included slow course access after payment, inconsistent communication with learners, challenges in manual reconciliation and reporting, and lack of a centralized system for lead and performance tracking.
Our solution involved creating a custom internal platform that enhances operations, improves the learner experience, and supports data-driven decision-making. The tool is intended to generate significant positive effects in critical areas, including:
- Automated payment processing through multiple gateways (Razorpay, Cashfree, PhonePe)
- Smooth integration with the LMS for immediate course access
- Real-time dashboards for tracking payments, leads, and revenue
- Automation of WhatsApp and email notifications for reminders
- Generation of GST-compliant invoices, PnL reports, and downloadable documents
- Removal of manual workflows using Google Sheets
Impact & Results:
- Reduced manual labor
- Immediate course access following payment
- Centralized reporting with automated invoices
- Insights based on data for improved decision-making