Multi Portfolio Debt Collection 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
- Manually Add a lead.
- Import leads through Excel Sheets.
- Creating web forms on your website.
- API Driven Cross-Platform Integration.
Borrower Segmentation
Map borrowers based on
- Portfolio.
- Date Past Due (DPD).
- Repayment History.
- Default Amount.
- Stage – Bucket 0,1,2,3.
- Location.
- Tele-caller.
- 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.
Flexible Installation
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.
Accounts
Free Trial
Projects
SSL
Storage
Domains
Sub-domains
Sub-domains
BASIC PLAN
₹ 499
Every Month Minimum 10 Users Billed
Upload & Allocate Module.
Custom 5 Fields.
Click-2-Call Dialer on Android Phone.
Follow-Up Reminders.
WhatsApp-P Custom Messages.
File Sharing.
Simple Report Download.
STANDARD PLAN
₹ 1200
Every Month Minimum 10 Users Billed
Lead Management Workflow.
API for Email, SMS & Call.
API for WhatsApp Business.
Advanced Lead Distribution.
Escalation & Lead Transfer.
Role Based Access.
LIVE Customer Support.
LIVE Sales Reports.
ENTERPRISE PLAN
Cloud-Phone Integrated for Calls.
Dedicated Virtual Numbers.
Unlimited Outgoing & Incoming Calls.
100% Call Recording.
Business WhatsApp With 1000 Conversation Credits.
Advanced BI With Custom Templates at License Cost.
