SaaS · Fintech / Lending
Custom CRM + lead management platform replacing GoHighLevel for a business-funding operator
Overview
BizBee Funding needed to move off GoHighLevel and onto a purpose-built CRM that matched their exact lending workflow — credit-based qualification, lender routing, partner attribution, and affiliate payouts. Thrive Media built the full replacement.
Core CRM: pipeline overview, contacts, conversation portal, applications, opportunities, and automations — with native Twilio for SMS/voice and SendGrid for email so nothing depends on GHL's messaging layer.
The differentiator is the credit + lender routing engine: an integration pulls a credit report on qualified applicants, scores their credit profile, and automatically matches them to the right lender based on program criteria. Post-application, applicants are routed into a Qualified / DNQ / Manual-Assign sequence.
Three portals ship on top of the core CRM: a lender portal (lenders view + track the leads routed to them), a partner portal (lead providers track their submitted leads and conversions), and an affiliate payout management layer for commissions.
Highlights
Every GHL surface — pipeline, contacts, conversations, automations, templates, opportunities — rebuilt as native modules. No monthly per-seat SaaS fee, no GHL sub-account dependency.
SMS and voice run directly through Twilio; email through SendGrid. Real deliverability metrics: 41% open rate, live SMS/email sent + reply tracking, bounce + failure logging.
Custom Synthflow integration powers the AI voice agent and AI SMS threads — inbound and outbound — with escalation into the human conversation portal when needed.
Pulls a credit report on qualifying applicants, evaluates the credit profile, and auto-routes to the matching lender program (Kaydem, Lendzi, and other partners) with a tailored post-application sequence per outcome.
Build custom SMS/email workflows or use system flows: Post-Application (Qualified), Post-Application (DNQ) branched by reason, Free Guide nurture, and Manual-Assign one-shot — with per-workflow enrollment + active-user tracking.
Dedicated portal where partnered lenders log in to view and track the leads routed to them — status, contact details, application, and outcome — without giving them full CRM access.
Lead providers get their own portal to submit + track leads and see conversions. Affiliate layer handles commission tracking and payout management end-to-end.
Overview dashboard for pipeline performance (Leads / Applications / Qualified / DNQ / Assigned / Funded / Denied / Conversion) plus team, lender, partner, and payout management from a single admin surface.
Screenshots
BizBee Funding CRM was built end-to-end by Thrive Media — product design, engineering, infrastructure, and hand-off. Free discovery call to scope yours.
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