CRM for Finance
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1735322202016_343.pdf
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CRM for Finance: Efficient Loan Management
LevelUP TI's Financial CRM is designed to optimize the management and monitoring of loans in savings and financial institutions. This system allows comprehensive control of payments and documentation, ensuring that each operation is transparent, organized and secure.
Main Features:
Responsive: Compatible with any device so you can access it from wherever you need it.
Cross-platform: Works perfectly on different operating systems.
Scalable: Grows with you, adapting to your financial needs.
Adaptable: Customize it according to your business processes.
Secure: Protect your clients' sensitive information.
Payment and Documentation Management:
Payment Control: Records each payment made, whether by transfer or deposit at the counter, attaching the corresponding ticket for detailed monitoring.
Document Organization: Centralize important documents such as contracts, promissory notes and proof of address in one place, accessible only by authorized personnel.
This CRM not only facilitates loan management, but also improves the customer experience and optimizes the operation of your financial institution.
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