Multi Portfolio Debt Recovery CRM
Perfect fit for All Asset classes ; Residential and commercial mortgages, real estate, SME loans, asset financing and leasing, auto and consumer loans, credit cards, retail finance and BNPL
Automatic Data Import in CRM
Get complete view of your leads
I. Manually Add a lead,
II. Import leads through Excel Sheets
III. Creating web forms on your website.
IV. API Driven Cross-Platform Integration
Map borrowers based on
II. Date Past Due (DPD)
III. Repayment History
IV. Default Amount
V. Stage – Bucket 0,1,2,3
VIII. Field Agent
Automated Data Allocation
Distribute data to tele-callers on Web CRM Interface or to field agents on Mobile CRM app.
Schedule the data allocation based on Due Date, Stage, Location, Telecaller Skill etc.
Get 360° View of Borrower’s Profile
Get full view of borrower’s details, past payment history, Remarks of tele-caller or field agent, No. of defaults, Portfolio, PTP Success, etc.
Omni-Channel Communication Toolkit In CRM
Call, SMS, WhatsApp & Email from 360° Customer Profile.
100% Recording of all incoming and outgoing call conversations on cloud phone users.
Automated Follow-ups and Alerts
Get alerts and notifications on events such a broken Promise-to-Pay (PTP) or scheduled follow up calls.
Monitor LIVE Performance
Track all your call center activities. Get LIVE field report on Payment Collection. Insights on borrower profiles & more…
Other Product Features
These unique product features help your business get the maximum efficiency and productivity from debt collection process
Role based Accessibility
Give role-based authorization to different users like agents, supervisors, managers for accessing customer data.
100% Auto Reminders
Get Notifications and Pop-up Reminders for all Follow-up Calls, Appointments, Customer Visits and Planned events.
Work from Anywhere
Mobile Responsive app that can be accessed on Desktop, Laptop, Tablets and Smart Phones.
100% Call Recordings
For Users on Cloud-Phone or On-Premise telecom set-up with SIP trunk or GSM Gateway devices.
On-Premise or Cloud Installation with options to White label with LOGO, Domain Names, DNS Records, Workflows etc.
FREE Document Manager
Upload, Save and Share hundreds of PDFs, JPEG images, Customer documents and refer anytime on desktop or mobile.
Flexible Pricing Model That Suits Your Business
Add or reduce CRM licenses based on the number of active users.
Pay as you go with 30 days notice period. One-Time Set-up Fee Apply.