CRM and CMS for Loan product

Creation ref website . www.squarecapital.co.in

❖ CRM Management for Sales User
1. Lead Management and Follow Up process
2. Customer List
3. Reports of Converted Loans
4. Profile Management

❖ Partners User Management
1. Profile Management
2. User verification (Aadhar and Pan Card Authentication)
3. Clients Listing
4. Dashboard Panel
5. Commission Management as per the Percentage defined with the Partners 6. Report Listing of Leads with various Status

❖ Admin Account
1. User Creation
2. Account verification and Approval
3. CMS Content management (FAQ’s/Terms & Condition/Privacy Policy, etc.)
4. Leads Management
5. Partners User info. Management
6. Multiple Reports of various Access Role
7. Profile Management
8. Reports of all the Inquires
9. Email Configuration Setup
Third Party Integration Module
❖ SMS Gateway Integration
❖ Payment Gateway Integration ❖ Notification reminder