Custom CRM for Fidelia Credit, a credit broker in Iași

Fidelia Credit is a credit brokerage in Iași. Its brokers handle enquiries from the website and phone every day. Each client moves through several steps: assessment, documents, bank and approval.

• — Lost leads and calls, especially outside working hours or when brokers were busy.
• — Follow-up tracked in Excel and WhatsApp conversations: hard to follow and impossible to measure.
• — No clear view of who owned each application or what needed to happen next.

• — An application pipeline with automatic round-robin assignment of new leads to brokers.
• — Calls automatically synced from the phone system: new numbers create leads, and missed calls enter the callback list.
• — Credit Monitor: checks clients’ loans daily and alerts the broker when refinancing is worthwhile.
• — Commissions calculated automatically for each bank.
• — Daily AI reports on team activity and stalled applications.
• — Separate admin and broker roles, each seeing only what they need.