Finance CRM app

Live website https://echo-webapp.github.io/Finance-App/

TECHNOLOGY

HTML 5

CSS

JavaScript

JQuery

React

MongoDB

DESCRIPTION

Project overview

Check App is an enterprise based web application (CRM) for bank managers (admin) that allows them to review, maintain, export & edit the data of each client.

Product features

  • Ease of use - all the client information like ( Bank account, credit/debit card, all transaction) details stored in single application which can be accessed easily.

  • Easy, clean & professional User Interface.

  • Simple website information architecture & user flow

  • Scalable

  • Night mode

  • Multiple Language support

Our approach

  • We begin with a consultation call with the client, with the sole goal of understanding the true problem and assisting them in solving this problem. We reviewed the project limit's, timeline, budget, and other issues with the client.

  • Following that, we provided our first iteration, which included low-fidelity wireframes. We received some input on it, worked on it, and after a few tweaks, it was finished. We moved on to the UX after finishing the UI.

  • Client insisted to go with either Blue or green color theme, but we made both :) Now UI is done.

  • Development begins here; initially, we establish the full development roadmap that will be followed. We use a agile development process, and throughout this phase, the client is routinely updated.😀

  • After final approval from client, we handover the project successfully !!

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