KOTAK CRM

Project Overview

# Kotak CRM – Insurance Advisor Management System **Kotak CRM** is a custom-built CRM and customer management platform developed by **AJ TECH SOLUTIONS** for insurance advisors to efficiently manage their customer leads, follow-ups, policy-related information, and daily workflow. The platform provides a secure advisor workspace where authorized users can log in and manage their customer data in an organized and easy-to-use interface. It is designed to reduce manual record keeping and make customer follow-up management faster and more reliable. ### Key Features * 🔐 Secure Google Login with Firebase Authentication * 👥 Customer & Lead Management * 📞 Customer Contact Information * 📅 Follow-up Date & Reminder Management * 📝 Customer Notes and Lead Details * 📊 Organized Advisor Dashboard * 🔒 Private & Secure Customer Data * 📱 Responsive and Mobile-Friendly Interface * ☁️ Cloud-based data management with Firebase ### Technology Used **Frontend:** HTML, CSS, JavaScript, Tailwind CSS **Authentication:** Firebase Authentication **Database:** Firebase Firestore **Deployment:** Netlify ### Developed By **AJ TECH SOLUTIONS** Custom Websites • Web Applications • CRM Solutions