IBTA APP – Optimizing Trustee Operations with Integrated Business Management, ERP & CRM Solution

IBTA APP 

IBTA APP is a fully integrated business management platform designed to optimize trustee operations by combining ERP, CRM, and marketing tools in one secure solution. It centralizes client data, automates invoicing and compliance tasks, and streamlines onboarding with role-based portals and real-time dashboards for both teams and clients. The platform supports secure document management, two-factor authentication, and daily AWS-backed data protection. With integrated marketing automation, IBTA APP not only improves operational efficiency but also enhances client satisfaction, strengthens brand presence, and drives new business growth for trustee firms.

Problem Statement

A trustee firm struggled with disconnected systems, manual workflows, and limited data transparency. Using multiple data sources, spreadsheets, and isolated tools created errors, slowed processes, and hindered a unified view of client relationships and compliance status.

Solution

Developed a fully integrated platform combining business management, ERP, and CRM functionality in one solution. The system consolidates all data, streamlines operations, and enhances both internal efficiency and client satisfaction.
Key features include:

• Centralized document management with role-based access

• Live dashboards for internal teams and clients

• Modular CRM workflows for client onboarding and relationship management

• ERP modules for automated invoicing and financial control

• Marketing automation tools for lead generation and consistent brand communication

Technology Stack

PHP, ReactJS, MySQL, AWS, CRM Modules, ERP Modules, Email & SMS Marketing Automation

Measurable Results

• Reduced administrative workload by 40% through automation

• Improved client satisfaction scores via self-service portals and real-time data access

• Increased lead conversion rate by 30% with integrated marketing tools

• Enhanced compliance tracking and reduced processing errors

Conclusion

IBTA APP transformed trustee operations by replacing fragmented workflows with a single, scalable, and secure platform. The integration of ERP, CRM, and marketing automation not only improved operational efficiency but also strengthened the firm’s market presence and brand value.