ComunidadAhorro
A company that sells savings plans and manages installment-based loans. Field salespeople, collections agents, central administration, all coordinating through WhatsApp and Excel spreadsheets. They grew and the improvised system couldn't keep up.
The Problem
Without a centralized system, every installment payment was a manual operation. Knowing which plans were active, how much each client owed, which accounts were overdue, or which salesperson closed what deal meant going through dozens of different files. Scaling like that was impossible.
Analysis
Before designing a single screen, we mapped every real workflow: how a plan was assigned, how a payment was recorded, how overdue accounts were flagged, how management viewed portfolio status. The system had to fit how the team actually worked, not the other way around.
What We Did
- Central dashboard with real-time portfolio view: active plans, collected installments, overdue alerts
- Full savings plan module: plan creation, payment schedules, due dates, and automatic reminders
- Payment log with complete per-client history and full transaction traceability
- Sales team panel with individual metrics and commission tracking
- Equipment inventory management with assignment per commercial operation
- Role and permission system: admin, sales, and collections teams each see their own view
Result
The team abandoned spreadsheets entirely. Management stopped relying on phone calls to know portfolio status. Every operation, from sale to final payment, is logged and traceable in one place.
Stack
Want results like this for your project?
Tell us what you need and we will put together a custom plan.
