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FinTree India

FinTree Knowledge Partner Dashboard & Operational Infrastructure

A web-based dashboard for managing Knowledge Partner leads with automatic payment matching and 90-day attribution tracking. Delivered in 4-5 weeks.

Date

2026-02-13

PROP-FINTREE-KP-2026

About Us

About 1000xdev

1000xDev builds systems that scale with your business. We combine modern web development with intelligent architecture to deliver platforms that grow with you—without constant rewrites.

We specialize in fintech, edtech, booking platforms, and enterprise SaaS. From MVPs to complex platforms, we move fast and build right.

99.99%

System Uptime

100%

Client Satisfaction

2M+

Users Served

50+

Projects Delivered

Brands We've Built For

From booking platforms to e-commerce, we craft digital experiences that scale across India and beyond.

Tradewise

Tradewise

EdTech & Stock Trading Platform

Astrolearn

Astrolearn

Learning Management System

Loan Doctor

Loan Doctor

Financial Services PWA

Khelomore

Khelomore

Sports Venue Booking Platform

Pahari Cultural Centre

Pahari Cultural Centre

Cultural Events & Heritage Website

Itel India

Itel India

Consumer Electronics Portal

The Garment People

The Garment People

B2B Fashion E-commerce

MTalkz

MTalkz

Enterprise Communication SaaS

Amriti

Amriti

Healthcare & Wellness Platform

Petvesta

Petvesta

Pet Care & Services Platform

Taj Decor

Taj Decor

Interior Design Services

Bioheaven

Bioheaven

Organic & Health Products

HealX

HealX

Healthcare Tech Platform

Design Brewery

Design Brewery

Creative Agency Website

Fence Planet

Fence Planet

Fencing & Security Solutions

Wireworks

Wireworks

Industrial Wire Solutions

What We Deliver

A web-based dashboard hosted on FinTree's domain that allows Knowledge Partners to enter student leads, automatically verifies payments from the website, and tracks 90-day attribution. Includes a simple admin panel with filters and data export.

1

Login & Access Control

Hosted on FinTree's domain with separate logins for KPs and Admin. Each user gets role-specific access from day one.

  • Hosted on FinTree domain (subdomain or path)
  • Separate KP and Admin login with role-based access
  • Unique credentials per user
2

KP Lead Entry

KPs log in and manually submit student leads. Each lead is timestamped, assigned a unique ID, and locked from editing after submission.

  • Lead form: Name, Email, Phone, Pin Code, Course, Notes
  • Auto-generated unique ID and timestamp on submission
  • Leads immutable after submission — no edits or deletes by KP
3

Lead Status & 90-Day Tracking

Leads move through three states — Pending, Converted, Expired. If no payment is matched within 90 days, the lead auto-expires. Duplicate phone/email entries are flagged.

  • Status colours: Red (pending), Green (converted), Grey (expired)
  • Auto-expiry after 90 days with no matched payment
  • Duplicate detection by email or phone
4

Automatic Payment Matching

When a student pays on FinTree's website, the system auto-matches by phone/email against open leads. If matched within 90 days, lead converts and KP is notified.

  • Integration with FinTree payment system
  • Auto-match by phone or email within 90-day window
  • Lead marked Converted + single email sent to KP
5

Admin Panel

Single unified view for FinTree admin to manage all leads across KPs. Filter, search, update statuses, and export data — no separate tabs.

  • Single view with filters by KP, date, status, course
  • Manual status updates by admin
  • Export all leads to Excel/CSV

Project Timeline

1
Week 1: Setup & Core InfrastructureWeek 1
Database setup and schema designHosting configuration on FinTree domainSecure login system for KPs and AdminUser role management (KP vs Admin access)Development environment ready
2
Week 2-3: KP Dashboard & Lead EntryWeeks 2-3
KP login pageLead entry form with validationLead listing page with status colors (pending/converted/expired)Unique ID and timestamp generationDuplicate detection90-day auto-expiry logic
3
Week 4: Payment Integration & AttributionWeek 4
Payment gateway integrationAutomatic email/phone matchingLead status auto-update on paymentSingle conversion email to KP on lead match
4
Week 5: Admin Dashboard, Testing & LaunchWeek 5
Admin single-view dashboard with filtersStatus modification controlsData export (Excel/CSV)Search and filtering by KP, date, status, courseEnd-to-end testing with sample dataProduction deployment and go-live

Investment Details

Complete Knowledge Partner Dashboard delivered in 4-5 weeks. Web-based system for lead management, automatic payment matching, and 90-day attribution tracking. Hosted on FinTree domain with secure access for KPs and Admin.

Investment Summary

Project Fee₹1,50,000

Complete KP Dashboard Package

End-to-end dashboard delivered in 4-5 weeks

₹1,50,000

Web-based dashboard for managing Knowledge Partner leads with automatic payment matching and 90-day attribution tracking. Hosted on FinTree domain with secure access for KPs and Admin.

Features:

Hosted on FinTree domain (subdomain or path)
Secure login for KPs and Admin with role-based access
Lead entry form with automatic ID and timestamp
Automatic payment matching via email/phone
90-day attribution window with auto-expiry
Single email to KP when lead converts
Admin single-view with filters and status controls
Data export (Excel/CSV)
Duplicate detection
30 days post-launch support and bug fixes

Module-wise Investment Breakdown:

Core Infrastructure & Authentication
Hosting on FinTree domain, database setup, authentication system, user role management
₹25,000
KP Dashboard & Lead Management
Lead entry form, lead listing with status colors, unique ID generation, 90-day auto-expiry, duplicate detection, lead lifecycle management
₹55,000
Payment Integration & Attribution
Connect to payment gateway, automatic email/phone matching, revenue attribution logic, single conversion email to KP
₹35,000
Admin Dashboard, Testing & Deployment
Single-view admin dashboard, filters by KP/date/status/course, status modification, data export (Excel/CSV), end-to-end testing, production deployment
₹35,000
Timeline: 4-5 weeks
Team: Development team

What's Included

Complete source code ownership
Hosted on FinTree domain
Database ownership and control
Admin walkthrough session
30 days post-launch bug fixes
Security setup (SSL, hashed passwords)
Single conversion email notification

Terms & Conditions

Payment Terms & Milestones

Total Investment: ₹1,50,000 (plus 18% GST)
Two milestone-based payments:
•Milestone 1 (Kickoff): 50% = ₹75,000 - Upon project kickoff and requirements finalization
•Milestone 2 (Delivery): 50% = ₹75,000 - Upon production deployment, testing completion, and handover
All payments due within 7 days of invoice. 18% GST applicable on all amounts.

Scope & Deliverables

Scope includes: Dashboard on FinTree domain, Login system (KP and Admin), Manual lead entry form, Automatic payment matching, 90-day attribution tracking, Single conversion email to KP, Admin single-view with filters, Data export (CSV/Excel), Duplicate detection.
Explicitly NOT included: Revenue analytics or reports, Activity logs, Email notifications beyond single conversion email, Mobile-responsive design, Onboarding/training materials, Automated commission payments, WhatsApp/SMS notifications, Mobile apps, CRM workflows, Marketing tracking, Flagging/correction workflows.
All features as specified in this proposal. Changes require written approval and may affect timeline and cost.

Timeline & Dependencies

Development timeline: 4-5 weeks from project kickoff.
Timeline assumes timely client feedback, payment gateway access credentials, and FinTree domain access.
Delays due to third-party dependencies (payment API access, domain access, client approvals) will extend timeline proportionally at no additional cost.
Weekly progress updates and demo sessions.
Client to provide payment gateway test credentials and domain access within Week 1.

Hosting & Ownership

Dashboard hosted on FinTree's domain (subdomain or path).
Full database ownership with FinTree.
All backend control with FinTree Admin.
Infrastructure setup by 1000xdev, ownership transfers upon final payment.
FinTree covers domain and hosting costs.
Cloud hosting recommended (AWS/DigitalOcean) - setup included in package.

Intellectual Property

All custom code and documentation become FinTree's property upon final payment.
1000xdev retains rights to generic frameworks and libraries used.
FinTree owns all lead data, student data, and business logic.
1000xdev may use project as portfolio case study with FinTree's approval.

Data Security & Compliance

Both parties maintain confidentiality of all project information.
1000xdev will sign NDA if required.
Student and KP data handled per applicable privacy laws.
Database encryption (SSL/TLS) and secure password hashing.
Data retention policies defined by FinTree.
Audit trails maintained for compliance.

Third-Party Services

Package includes payment gateway integration.
Client pays for: Payment gateway transaction fees (1.5-2% per transaction).
1000xdev not responsible for third-party failures or API changes.
Testing requires sandbox access and test credentials from FinTree.

Support & Warranty

30 days post-launch support included: Bug fixes for delivered functionality, Minor adjustments and tweaks, Technical assistance and troubleshooting.
Support does not cover: New feature development, Scope changes, Third-party platform issues.
Response times: Critical issues (system down, payment failures): 4 hours, High priority (functional issues): 24 hours, Low priority (minor bugs): 48 hours.
Post-warranty support available via Annual Maintenance Contract (separate agreement).
Warranty begins from production deployment date.

Testing & Acceptance

Testing includes: End-to-end workflows, Payment verification, Security testing.
Acceptance criteria: Core features working, Payment matching accurate, 90-day expiry functioning, No critical bugs.
Minor bugs fixed within warranty period.
Acceptance sign-off required before final payment.

Training & Documentation

Training: Admin walkthrough session (1 session) included.
Additional training or documentation available at ₹10,000 per 2-hour session.

KP Commission Terms

This proposal covers dashboard development only.
Commercial terms between FinTree and KPs (commission rates, payment cycles) are separate agreements.
Dashboard tracks revenue attribution only.
Commission payments processed manually by FinTree Admin.
1000xdev not involved in FinTree-KP commercial arrangements.

Compliance

Platform designed for data privacy compliance.
Payment processing via secure gateway (PCI-DSS compliant).
Audit trails for financial compliance.
FinTree responsible for licenses and regulatory approvals.
1000xdev provides technical compliance (security, audit trails) not legal advisory.
Regulatory changes requiring modifications addressed via change request.

Responsibilities

KPs responsible for: Timely lead entry, Accurate data, Following FinTree guidelines, Directing students to FinTree website for payment.
FinTree responsible for: Platform operations, Payment verification, Revenue reporting, Commission processing.
1000xdev responsible for: Platform development as specified, Bug fixes during warranty, Documentation and training.
Target uptime: 99.5% (excludes maintenance and third-party issues).

What's NOT Included

The following features are NOT part of this project:
•Automatic lead capture from website (KPs must enter leads manually)
•Automated commission payments (admin processes manually)
•Revenue analytics or revenue dashboards
•Activity logs
•Email notifications beyond single conversion email
•Mobile-responsive design
•Onboarding materials or training documentation
•WhatsApp or SMS notifications
•Mobile apps (web-based dashboard only)
•Lead flagging/correction workflows
•Marketing tracking or referral link systems
•LMS integration (separate system)
If you need any of these features, we can quote them separately.

Termination

Either party may terminate with 30 days written notice.
Upon termination: Source code handover for completed work, Database export, Knowledge transfer (4 hours), Documentation transfer.
Payment for completed work required before handover.
No refunds for milestone payments made.
Material breach requires 15 days remedy period.

Limitation of Liability

1000xdev's liability limited to total fees paid for this project (₹1,50,000).
1000xdev not liable for: Third-party platform failures, Business losses due to system downtime, Regulatory penalties, Data breaches due to weak passwords, Revenue losses due to lead disputes, KP performance or counselling quality.
Force majeure clause applies for events beyond reasonable control.
Client responsible for: Content accuracy and legal compliance, KP agreements and dispute resolution, Student data protection, Regular password changes and access control.

Changes & Amendments

Agreement valid until project completion.
All changes require written approval from both parties.
Change requests need: Written description, Impact assessment on timeline/cost.
Minor changes (UI tweaks) accommodated within scope.
Major changes (new features) require separate quotation.
Emergency fixes (security) implemented immediately.

Ready to Build FinTree's Knowledge Partner Dashboard

We're excited to partner with FinTree on building a practical, focused dashboard that enables Knowledge Partner operations while keeping FinTree in control.

What You Get:

• Centralized Control - All payments and student data stays with FinTree • Transparent Tracking - 90-day attribution window with automatic payment matching • Easy Management - Simple dashboards for both KPs and Admin team • Data Integrity - Immutable leads and duplicate detection built-in • Instant Notification - KP gets one email the moment their lead converts

Timeline: 4-5 weeks from kickoff to deployment

Investment: ₹1,50,000 + GST

Let's build a system that makes KP management simple and transparent.
Schedule Kickoff CallWhatsApp Chat

Quick Details

tushar@1000xdev.com
Ready to start within 5-7 days of agreement signing

Next Steps

  • 1Review proposal and clarify questions
  • 2Discuss hosting preferences (subdomain or path on FinTree domain)
  • 3Share payment gateway API documentation and test credentials
  • 4Sign agreement and process first payment (₹75,000 + GST)
  • 5Kickoff meeting to finalize requirements
  • 6Weekly updates with demos