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Fintech Services Company — Website, Lead CRM, Partner Portal, HR & Asset Management Platform

One connected platform that replaced an old website and a stack of separate tools: an SEO-ready public site, a page-builder CMS, a lead CRM, exclusive territory sales for distributors, a channel-partner portal with commissions, employee HR and asset tracking with barcodes.

This platform grew over eight weeks as the business asked for more — from a website and CRM into territory sales, partner commissions, HR and asset tracking. It shows how 91Technologies turns a single brief into a connected operating system for a growing company.

265API endpoints in one secure backend
43admin screens, phone-friendly
21,000+territory records managed
8 weeksfrom brief to live platform

The challenge

The company needed more than a new website. It sells through distributors and channel partners across India, and its sales, partner, HR and asset processes lived in separate tools and spreadsheets.

  • A modern public presence. A fast, search-friendly website that the team can change without a developer, benchmarked against a leading assisted-payments brand.
  • Leads that stay in the back end. Every enquiry had to be captured, assigned and followed up with accountability.
  • Territory exclusivity. Distributors buy exclusive territories, so two people must never own the same area.
  • Partners and commissions. Channel partners needed their own view of referrals and earnings.
  • People and assets. Attendance, leave, expenses, payroll inputs and company equipment all needed evidence and history.
  • Security and cost control. Sensitive data, bank details and an AI assistant all had to be locked down.

Our solution

We built one connected platform instead of many tools: three applications — website, admin console and API — and one database, with all the rules enforced in the API.

  • Public website. Server-rendered Next.js pages built from CMS blocks, with structured data and AI-search files.
  • Admin console and partner portal. A phone-friendly console for staff and a separate sign-in for partners and distributors.
  • One API. A NestJS/TypeScript API owns authentication, permissions, territory rules, commissions, HR and assets.
  • Rules where they cannot be bypassed. The database itself refuses duplicate territory owners; the API is deny-by-default.
  • Built to be owned. Hosted on a server the company controls, with no per-seat or per-lead fees.

What we built

Website & page-builder CMS

A fast, SEO-ready site whose every page is editable from the admin using 18 block types, plus articles, FAQs, redirects and media.

Lead CRM

Capture, de-duplication, rule-based assignment, pipeline board, tasks, templates, SLA timers and notifications.

Forms & behaviour prompts

Spam-protected forms with scroll, exit and idle prompts that turn visitors into leads.

AI assistant

A website chat that answers questions, captures leads, takes complaints and reports status — with a daily cost cap.

Territory system

State → zone → district → pincode hierarchy with exclusive distributorships and agreements generated from Word templates.

Channel partners & commissions

Referral agents, agreements, commission types and a ledger of earned and paid amounts.

Partner & distributor portal

A separate sign-in where partners see only their own referrals, territory, agreement and commissions.

HR & onboarding

People, documents, teams, reporting managers, employment lifecycle and an org chart.

Attendance, leave & payroll sheet

Clock in and out with location, leave approvals, expense claims and an Excel payroll export for any date range.

Asset management & barcodes

Inventory, bulk add, OTP handover, returns and printable barcode labels with camera or USB scanning.

Support & complaints

Tickets with notes and a respond-by date, routed by email to the right team.

Roles & security

13 default roles and 37 permissions with per-person overrides, two-factor sign-in and an audit log.

Results & achievements

  • Replaced several disconnected tools: website, CMS, lead CRM, partner portal, HR and asset register now share one login, one database and one audit trail.
  • Lead capture that cannot be lost — every form, chat and referral lands in the CRM with its source, stage, owner and SLA timer, and the right inbox is alerted by email.
  • Exclusive territory sales enforced by the database itself: two people can never be sold the same state, zone, district or pincode, even if they click at the same moment.
  • Channel partners and distributors work in their own portal and see only their own referrals, territory and commission ledger.
  • Location-stamped clock-in and clock-out, leave rules, expense claims with receipts and an Excel payroll sheet that explains how every number was reached.
  • Company assets with proof of handover: barcode labels, scanning and a one-time email code that the recipient must confirm.
  • Security above the usual for a business site: email-code two-factor login, trusted devices, account lockout, a deny-by-default API, encrypted bank numbers, private HR file storage and a full audit log.
  • An AI assistant that captures leads and complaints, with a hard daily spending cap and no administrative reach.
  • Backed by hundreds of automated checks across the major features before each release.

Technology

Next.jsReactTailwind CSSNestJSTypeScriptPostgreSQLPrismaTipTap editorClaude AI APIreCAPTCHA v3Barcode (Code 128)nginxLinux VPS
FAQ

About this project

Can you build one platform that covers website, CRM, partners and HR?
Yes. We build connected platforms where the public website, admin console, CRM, partner portal and HR tools share one backend, one login system and one audit trail, so nothing has to be typed twice.
How do you prevent two distributors from getting the same territory?
The rule is enforced in the database itself with unique constraints, so it holds even if two people act at the same instant.
Is the AI chat assistant safe to expose publicly?
It has no admin access, only captures leads and complaints, and runs under a hard daily spending cap, so costs stay predictable.
Does the company own the system?
Yes. The code, data and server are under the company’s control, with no per-user licence fees or vendor lock-in.

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Fintech Operations Platform Case Study: Website, CRM, Portal, HR | 91Technologies