We built a custom CRM platform for a real estate development company to automate payment monitoring and client communication. The system integrates directly with the bank via secure API to track incoming payments in real-time, identifies overdue invoices, and initiates automated reminders and escalation procedures. An internal debt collection engine streamlines follow-ups, significantly reducing manual effort and improving payment discipline.
Key Features:
Real-time bank account integration (PSD2-compliant API)
Automatic detection of delayed or missing payments
Automated email/SMS notifications to clients
Configurable debt collection workflows and timelines
Payment tracking dashboard and reporting module
Role-based access control and audit logging
Tech Stack:
Frontend: React.js, Tailwind CSS
Backend: Node.js (Express), REST API
Database: PostgreSQL
Integrations: Bank API (Open Banking), Twilio (SMS), SendGrid (email)
Security: OAuth 2.0, HTTPS, data encryption at rest & in transit
Infrastructure: Docker, Nginx, CI/CD pipelines, AWS
Client: www.sovo.dev