E Books Selling Platform for Heads up Enterprises Clients
As part of the HeadsUp Financials platform, we built a dedicated e-book and package sales module so the organization could sell educational credit-repair resources and service packages directly from its own website, without relying on a separate storefront tool.
Public sales content is managed entirely by dedicated Site Managers, who can list and update e-books and packages without being granted access to client records, credit reports or any other CRM data.
Non-technical Site Managers needed to publish and manage e-book and package listings without being given full Admin access to client and credit-repair data.
There was no way to list, price and sell digital products like e-books directly through the platform - this had to be built from scratch.
Public storefront content had to live safely alongside sensitive credit-repair records without crossing any security boundaries.
Built a scoped role that can manage the public portfolio, packages and e-book catalog without touching client or report data.
Added listing, pricing and sales functionality for e-books and packages directly on the public website.
Site Manager access is granted by Admin but kept structurally separate from the CRM and credit-repair modules.
Defined the e-book and package data model and how listings would be structured and priced.
Built the scoped Site Manager role and its permission boundaries against the rest of the platform.
Built the public listing, pricing and sales flow for e-books and packages.
Tested the storefront and permissions end-to-end and rolled it out live.
We can add a self-service storefront to your existing platform without touching your core CRM or client data.