Client Management System

The Problem

Etrends Technology, a GRC software company with 10+ years in the market and clients across India, the UK, US, Australia, Africa, and the Middle East, was running their entire client operations on spreadsheets. Client data scattered across teams, missed payment deadlines, no visibility into revenue, and reporting that took days to compile.

What We Built

A single platform that replaced their Excel workflows with real-time dashboards, automated alerts, and collaborative tools.

Client Management

• Rich client profiles with contacts, orders, active licenses, and modules
• At-a-glance dashboards showing pending payments, revenue metrics, and agreement history

Order & Payment Tracking

• Order logging with service details and milestone payment schedules
• Central view of pending payments across all clients

AMC Lifecycle Management

• Upcoming, due, and overdue AMC tracking
• One-click payment and agreement updates
• Automated reminders for agreement expiries and due AMCs

Built-In Communication

• Email composer with templates
• Direct AMC and agreement alerts to clients
• Scheduled follow-ups

Analytics & Reporting

• Real-time revenue, billing, and collection stats by product and industry
• AMC collected vs. expected, new business vs. renewal breakdowns
• Filter, sort, and export reports

Automation

• Redis-powered background jobs for payment plans, AMC updates, and reminder triggers

Tech Stack

Next.js, TypeScript, ShadCN, Tailwind CSS, RTK Query, NestJS, MongoDB, Redis schedulers, custom email system, dynamic reporting modules

Outcome

• 15 hours saved per week on manual data entry and reporting
• $24K+ recovered annually from previously missed payments and renewals
• 500+ clients migrated from spreadsheets to the platform

The team now has centralized insight, fewer missed deadlines, and the confidence to scale without operational bottlenecks.