Notification system
View all the system activities in a real-time feed.
Registrations
View all new user registrations
Loan requests
View all new loan requests with respective user data.
Incoming payments
View all new incoming payments with relevant data about the specific user, sum and credit no.
Incoming VOIP calls
View and direct incoming VOIP (Voice Over IP) calls.
Incoming emails
Direct any incoming emails to appropriate employees.
Note reminder system
Get reminders for notes with a set up date. This can be useful to organize work across many fields at once.
Customers notes
Attach notes to an existing customer profile. (for example, “get in touch with user John Doe at 14:00”. The client’s name is then linked to the respective user profile for fast access)
Loan notes
Attach the respective loan number to a note.
Late payment tracking with action history
You can group and list credits with a predefined number of days since payment has been missed. This is useful for automated sending of SMS messages, emails or printed notifications.
Adaptable tracking periods
Option to adapt the number of days since missing a credit payment for specific clients.
Adaptable actions
Option to adapt and configure a set of actions regarding any group of clients who have missed a payment a predefined number of days.