Nupem CRM —A Complete Solution for Meta Ad Account Management
A tailored customer relationship management system for a Meta-partnered ad agency, streamlining premium ad account operations from creation to financial management.
Meta API Integration
Project Overview
Client
Nupem Global LLC
Industry
Marketing
Platform Type
On Premise CRM
Timeline
4 months
Why Was This CRM Built?
NUPEM CRM is a tailored customer relationship management system developed for a Meta-partnered ad agency. The goal was to streamline the creation, management, and financial operations related to premium Meta ad accounts. From handling account provisioning to tracking payments and offering customer support, this CRM centralized it all into one powerful platform.
Solving Real Problems for Real Users
Businesses often need premium ad accounts to run Facebook and Instagram campaigns effectively. Buying and managing these accounts from third-party agencies used to be a fragmented and challenging process. This CRM changed that by offering a seamless experience—for both the agency and its clients.
Transformation at a Glance
Ad Account Creation & Monitoring
Automated creation via Meta API with real-time status monitoring
Manual top-ups causing unexpected campaign pauses
One-click top-ups with automated low-balance alerts
Disorganized, time-consuming process with no verification steps
Direct CRM submissions with secure, traceable transactions
Sensitive data shared via WhatsApp by admin team
Dedicated dashboard with secure login and reference validation
Spreadsheet dependency leading to frequent data loss
Integrated Finance Module with filter options
WhatsApp and phone support with scattered conversations
Integrated Support Inbox with file attachments facility
| Area | Before | After |
|---|---|---|
| Ad Account Creation & Monitoring | Ad Account Creation & Monitoring | Automated creation via Meta API with real-time status monitoring |
| Ad Account Top-Up System | Manual top-ups causing unexpected campaign pauses | One-click top-ups with automated low-balance alerts |
| Streamlined Payment Processing | Disorganized, time-consuming process with no verification steps | Direct CRM submissions with secure, traceable transactions |
| Secure Payment Authentication | Sensitive data shared via WhatsApp by admin team | Dedicated dashboard with secure login and reference validation |
| Centralized Finance Management | Spreadsheet dependency leading to frequent data loss | Integrated Finance Module with filter options |
| Built-In Customer Support System | WhatsApp and phone support with scattered conversations | Integrated Support Inbox with file attachments facility |
Technical Challenges and Solutions
Challenge
Integrating with Meta's Business API to create ad accounts, fetch real-time balances, and manage multiple Business Managers while maintaining system reliability and performance.
Solutions
We built a robust API integration layer with dynamic token management, real-time data synchronization, and comprehensive error handling. This allowed seamless ad account creation, balance monitoring, and multi-BM support through a unified interface.
Challenge
Integrating with Meta's Business API to create ad accounts, fetch real-time balances, and manage multiple Business Managers while maintaining system reliability and performance.
Solutions
We built a robust API integration layer with dynamic token management, real-time data synchronization, and comprehensive error handling. This allowed seamless ad account creation, balance monitoring, and multi-BM support through a unified interface.
Core Features at a Glance
Automatic Ad Account Creation via Meta API
Seamlessly create ad accounts through integrated Meta API without manual intervention
One-Click Ad Account Top-Up
Enable clients to top up their ad accounts instantly with just a few clicks
Low Balance Notifications & Monitoring
Automated alerts to prevent campaign disruptions due to insufficient funds
Secure Payment Entry and Reference Verification
Digital payment submission system with secure reference validation
Dedicated Dashboard for Payment Authentication
Specialized interface for payment authenticators to review and validate entries
Integrated Finance Management Module
Comprehensive financial tracking with deposits, withdrawals, and refund management
In-App Support Messaging System
Built-in support communication with file attachments and response tracking
Ad Account Health Tracking
Real-time monitoring of account status, flags, and performance metrics
Refund and Withdrawal History
Complete transaction history with detailed refund and withdrawal tracking
Client Transaction History and Filters
Advanced filtering and search capabilities for client transaction records
Scalable for Future Automation
Architecture designed for auto top-up, advanced reporting, and additional features
Tech Stack
Figma
Design & prototyping
React.JS
Frontend development
Shadcn/UI
UI component library
Next.JS
Full Stack framework
Node.JS
Backend development
MongoDB
Database Management
AWS
Cloud infrastructure
Meta API
Ad platform integration
Dashboards UIs
