# Online Trading Leads: a CRM for finance advisers

> NPCoding built Online Trading Leads for iOS and Android: a CRM for finance advisers with lead sources, one thread per client, consent records and a do-not-contact list, with data kept on the phone.

Source: https://npcoding.ca/portfolio/online-trading-leads/
Last updated: 2026-10-26

A lead and client-record (CRM) app for iOS and Android for advisers, insurance and pension agents and mortgage brokers: a WhatsApp link and QR code, one thread per client, and consent records with a do-not-contact list. Built by NPCoding in 2026.

## Project facts

- **Client:** NPCoding
- **Industry:** Finance
- **Project type:** Mobile app
- **Platforms:** iOS, Android, React Native (Expo)
- **Services:** Software Product Engineering, Web & Mobile App Development

## What NPCoding delivered

- A WhatsApp link and QR code that tag where each lead came from
- One thread per client, with a meeting summary and a next step
- Consent records and a do-not-contact list that blocks contact by mistake
- Data stays on the phone, in English and Hebrew

## Online Trading Leads

A lead and client-record (CRM) app for iOS and Android, for people who sell financial services: advisers, insurance and pension agents, mortgage brokers and course sellers. We built it at NPCoding in 2026.

The name says who it's for. The app has no trading, signals, brokerage or investment advice, holds or moves no money, and never buys, sells or shares leads. Every lead is someone who wrote to you or whom you added.

### Getting leads

- **A WhatsApp link and QR code** with the first message typed in, for a card, a flyer or the office door.
- **A source for every lead**: each place you share the link gets its own first message, so a pasted chat shows where the lead came from.
- **Post templates** with your link in them. They never promise returns, and the app warns you if your own offer reads like a promise of returns. You post them yourself.

### One thread per client

- Calls, WhatsApp, notes, voice notes, files, proposals and meetings in one thread, with a meeting summary ("What we discussed", "Next step") and a reminder.
- One status, tags for what each person is interested in, and a Today list.

### Consent and do-not-contact

- Record consent for each lead — when, how and for which channels. Records can't be edited or deleted; a change, such as a withdrawal, is a new record.
- A do-not-contact list by number and email blocks calls, WhatsApp, SMS and email, with the reason shown, and the consent log exports to CSV.
- Whether the records meet the rules of your licence and your country is for you to check.

## How it's built

The app is written in **React Native** with **Expo**, and the data lives in a **SQLite** database on the phone — no account, no ads and no analytics. It never reads your contacts, texts or call log and never sends a message by itself. A daily backup stays on the phone, you can export to Excel, CSV or JSON at any time, and subscriptions run through **RevenueCat**.

The app is on its way to the App Store and Google Play. Store links will be added here once it's live.

## Have a similar project in mind?

- [Software Product Engineering](https://npcoding.ca/services/software-product-engineering/): From idea to investor-ready product: discovery, prototyping, MVP and scale, engineered for the long run.
- [Web & Mobile App Development](https://npcoding.ca/services/application-development/): Web apps, mobile apps and customer portals built around the way your business actually works.

Discuss a similar project: https://npcoding.ca/contact/?topic=build&service=engineering&from=%2Fportfolio%2Fonline-trading-leads%2F&type=project&id=online-trading-leads&cta=closing#enquiry

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NPCoding · AI-powered software & app development · Toronto, Canada · support@npcoding.com · https://npcoding.ca/contact/