About To CRM for Finance Industry
To digitize all financial nitty-gritty is really more helpful than we think! This is a comprehensive set of account managing platforms designed to offer efficient front office customer support to account centric business houses with efficient handling of part payment, foreclousers, re-structuring and portfolio controlling activities.
This solution includes varied modules and can be deployed as per need of client with different configurations. The custom configuration for the client makes this SOFTWARE useful for the clients including insurance agencies and finance companies.
It provides real time operational insights and helps to manage multiple lending portfolios on a single platform. It provides ideal service management.
No other person than authority can use this facility. It contains a security portion to prevent misuse of software.
- Supports Account management
- customer management operations
- Integrated Financial Accounting
- multiple repayment options
- Customer correspondence and communication
- Manage customer history information
- User configurable rules for Provisioning and NPA Management
- Manage EMI details
- Manage loan details
- Provide current, configured account status
- Show progress of claim processing
- Provide documentation details
- Insurance agencies
- Finance companies
- DSA-direct sales agent
- DSM-direct sales team
- ADP-companies &industries dealing with automatic data processing
Really brilliantly developed and smartly deployed software by Global Websoft Pvt. Ltd. We look forward to set and achieve new goals with this. Staff members at Global never show excuse to extend their support. Appreciable.
-- Vineeta Shah
We are very happy to see our business to a new level. We feel right return over our investment by taking this software from Global. No doubt, we would like to work with Global for further development.
-- Vishrut Vyas