The task management system deals with setting tasks to the employees on each day. It can notify employees about urgent and day-to-day activities.
View all the system activities in a real-time feed.
View all new user registrations
View all new loan requests with respective user data.
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.
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.
Attach notes to an existing customer profile. (for example, “get in touch with user John Doe at 14:00”. The clients name is then linked to the respective user profile for fast access)
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 number of days since missing credit payment for specific clients.
Option to adapt and configure a set of actions regarding any group of clients who have missed payment a predefined number of days.