Effectively managing all of the different contracts your company works with through their lifecycles. Documents storage and templating capability. Automated workflows. Flow wizzard to guide the users through all the required steps. Versioning and change tracking. Automated alerts. Monitoring and reporting. Automatic generation of invoices. Allows you to integrate any internal or third-party tools that you're using.
All the information about the clients and partners in one place. Audit tracking for all changes performed. Displays information about all the products and activities of the client to get a comprehensive 360 degrees overview of your clients. Black listing. Loading documents in context. Templating capability. Automated alerts. Monitoring and reporting. Allows you to integrate any internal or third-party tools that you're using.
Easy to use dashboard. Financial Products and Credit Lines parameterization. Quotes generation. Offer creation wizard that ensures data audit. Automated workflows, scoring calculation, decision levels. Single form multi-channel. Loading documents in context. Templating capability. Automated alerts. Adaptability. Connects with multiple data sources to ensure secure bi-directional data transfer.
Collection & Litigation
Completely manage your collection and litigation processes. View all information about the clients overdue debts. Automatic assignation of the clients to the buckets. Automatic notification letters generation and distribution by email or SMS. Documents uploading and templates generation. Payment promises management. Keep track of term trials, court files and convocation meetings related to the litigation process.
Digital channel that connects your clients and suppliers with your teams for better visibility and fluidity. Requests can be submitted and tracked online. The clients can follow the execution of each deal, can acces his files and can perform some of the administratice tasks directly online. Automatic notifications. Documents uploading and templates generation.