Four Core Tools
Customer Facing
Customer Register
Online Application & Document Collection Portal
A 5-step guided portal where customers fill their details, verify their email via OTP, select their financial product, and upload all required documents. Files go straight to a secure Google Drive folder and the customer receives an instant acknowledgement email with their Customer ID.
Cashback offer is automatically shown for Home Loan, Home Loan BT, and LAP applicants.
📧 Email OTP Verification
📁 Google Drive Upload
14 Products
🎁 Cashback Banner
Auto Customer ID
Admin Alert Email
kgfinvest.com/CRM/email/index.html
🔓 Public Access — No Login Required
Anyone can apply online
Email OTP validates identity
AI Powered
Email CRM
AI Email Marketing & Campaign Automation
A full AI-powered email marketing platform that generates personalised campaigns for each customer using Claude AI — entirely server-side so the API key is never exposed. Produces subject lines, HTML emails, plain text, 7/15/30-day follow-up sequences, and WhatsApp messages in one click.
Includes auto unsubscribe, disclaimer footer, open tracking, and festival auto-detection.
🤖 Claude AI (server-side)
📊 5 Subject Lines
🔁 Auto Follow-ups
🎉 Festival Detection
📱 WhatsApp Message
🚫 Unsubscribe System
kgfinvest.com/CRM/email/email-crm.html
🔐 Admin Login Required
Username: admin
Password: kgfinvest2026
Document Engine
Doc Admin
Document Review, Status & Drive Management
The admin backend for the Customer Portal. Shows every application with full document status, direct Google Drive folder links, and one-click status updates that automatically notify the customer by email. Includes the complete Cashback Register — record loan disbursements, calculate the applicable slab, approve, and mark payments as paid.
📋 Application Pipeline
📁 Drive Folder Links
🔄 Status Updates
🎁 Cashback Register
👥 Advisor Assignment
⬇ CSV Export
kgfinvest.com/CRM/email/doc-admin.html
🔐 Admin Login Required
Username: admin
Password: kgfinvest2026
Analytics
Admin Dashboard
Standalone Email Admin & Analytics
A self-contained, offline-capable email admin portal with built-in settings for firm branding, feature toggles (HTML email, follow-up sequence, engagement score), and role permissions matrix. Works without GAS for quick email generation using the Claude API directly, making it ideal for testing campaigns or generating emails when away from the main CRM.
⚙ Settings Panel
🎨 Brand Colours
🔐 Role Permissions
🔧 Feature Toggles
📊 Engagement Score
📴 Offline-capable
kgfinvest.com/CRM/email/admin-dashboard.html
🔐 Admin Login Required
Username: admin
Password: kgfinvest2026
🔄 How It All Connects
Customer
Visits /apply/
→
OTP Verified
Email only
→
Docs Uploaded
Google Drive
→
GAS Backend
Sheets + Email
→
Admin Alerted
Doc Admin
→
Processed
Email CRM
🎁 Module 18 — Cashback Offer Engine
Automatically activates for Home Loan, Home Loan Balance Transfer, and Loan Against Property applications. Cashback slab is calculated live as the customer enters their loan amount and shown across the portal, review summary, admin dashboard, and post-disbursement emails.
Up to ₹25 Lakhs
₹3,000
₹25L – ₹50 Lakhs
₹5,000
₹50L – ₹75 Lakhs
₹7,500
Above ₹75 Lakhs
₹10,000
⚠ Compliance: Cashback is subject to successful loan disbursement, lender payout, and applicable campaign terms. KG Finvest reserves the right to modify or withdraw the offer without prior notice. Processing may take up to 30 working days after receipt of lender payout.
📋 All 18 Modules Implemented
1
Google Sheets Database (10 sheets)
2
Role-Based Auth (5 roles)
3
Claude API — server-side only
4
Email Send / Schedule / Test
5
Auto 7/15/30-day Follow-ups
6
Customer Consent Management
7
Open Tracking Pixel
8
Click Tracking on All Links
9
Auto Festival Detection
10
Product Recommendation Engine
11
18-Product Service Library
12
Analytics Dashboard + Charts
13
Bulk CSV Customer Import
14
WhatsApp Message Generation
15
Seasonal Campaign Automation
16
Admin Alerts (email events)
17
KG Finvest Branding + Disclaimer
18
🎁 Cashback Offer Engine
🏗 Infrastructure
HostingHostinger (WordPress + Elementor)
BackendGoogle Apps Script (2 deployments)
DatabaseGoogle Sheets (2 workbooks)
StorageGoogle Drive (auto-organised)
EmailGmailApp (server-side)
AI EngineClaude Sonnet 4.6 (server-side)
🔐 Credentials & Registration
AMFI ARN301473
GSTIN36AEIPR0022H1ZR
Phone8555925281
Emailkgfinvest6@gmail.com
Admin Passwordkgfinvest2026
LocationAlwal, Hyderabad, Telangana