BizzBuddy: A Next.js lead-generation and financial-tools portal for an MSME funding facilitator, with role-based dashboards.

The challenge

BizzBuddy, operated by SDM Fintech, helps Indian MSMEs access funding. It offers a broad range of debt, equity and advisory products that had to be presented clearly and made to convert.

The business needed to capture qualified funding leads and deliver them reliably without a heavy CRM, offer self-service tools to build trust, and support several user roles.

What we built

Enquiries needed to reach the team without a paid CRM. We built lead-capture API routes that persist leads and forward them to the team's spreadsheet via a webhook.

Users want quick financial context before applying. We built a tool suite (EMI, eligibility, currency converter, live gold price, IFSC locator and a financial health check) backed by a market-data route with graceful fallbacks.

Different audiences need tailored access. We added authentication with a role field and separate dashboards for SMEs, partners, investors and an admin.

The site had to read as a credible fintech brand. We configured metadata across a product-led information architecture with a page per loan and investment product.

Features we added

• Multi-product loan and investment catalogue
• Live market-data tools (currency, gold) with fallbacks
• EMI, eligibility and IFSC calculators plus a financial health check
• Lead capture with spreadsheet delivery via webhook
• Authentication with role-based dashboards (SME, partner, investor, admin)
• Partner recruitment funnel
• WhatsApp, phone and email CTAs

Pages and content structure

How the website works

A visitor lands on the home or a product page, uses a calculator or the financial health check, submits a funding-requirement lead form (or WhatsApp or phone), and the lead is stored and pushed to the team's spreadsheet. Users can optionally register and sign in to a role-specific dashboard; partners apply through a dedicated funnel.

Technology and implementation

Responsive development

The marketing layout is responsive with a sticky WhatsApp float, built on a utility-first CSS system. Full device-by-device testing was not performed.

SEO and performance foundations

The build uses the framework's metadata system for titles, descriptions and social tags, and a per-product page structure supports topical targeting. Structured data coverage was not confirmed in the reviewed files. This is a structure note, not a ranking claim.

What was delivered

• A Next.js marketing site plus an authenticated app in one codebase
• A product-led information architecture across loans and investments
• A financial-tools suite that doubles as an engagement surface
• Lead capture with spreadsheet delivery and role-based dashboards

Delivered outcome

A launched lead-generation portal that captures funding enquiries and delivers them to the team automatically.

Role-based dashboards for SMEs, partners, investors and an admin.

Delivery outcomes describe what was built and shipped. Traffic, ranking and sales outcomes require separate evidence and are not claimed here.