Debt Collection Web Application
Budget: $250 – $750 USD
We need web application with following features. Preferred: Python django mysql
Customer and Contact data: Application should sync customer data from existing system.
Contact Information: Application should sync customer data from existing system.
Follow up & Communication:
a) Application should recommend follow up priority.
b) User should get division wise outstanding balance from existing system.
c) User should get customer statement.
d) User should get Aging summary.
e) User should call customer directly from the mobile app.
f) Furthermore, user should send & receive SMS from the app.
g) User should log the call either by writing comment or speech to text.
h) Same time it should record voice call.
i) Application should ask next follow up date to user.
j) Application should set calendar for follow up.
k) Closure of issues when the customer payment is received.
Real-Time Dashboard & Reports:
a) Customer outstanding with promise.
b) User follow up report along with call and call log timings.
c) Unfollowed customer by collector.
d) Tracking of Customer broken promises.
e) User performance.
f) Weekly/monthly email reports.
Activity: User should create and assign task to other team member
Integration: Seamless Integration with other application. Smooth Integration with Back-End Systems.
Smart Payment Reminder:
a) Remind and follow up with customers at the right time with ease through automatic
reminders.
b) Based on customer payment terms, application should send payment reminder to
customer on their overdue.
Notifications & Alerts: Get alerts and notifications (email & SMS) on crucial events like a broken promise to pay or scheduled follow up calls. Role Based Data Accessibility: Give role-based authorization to different users like Credit Manager, Collector and IT Administrator for accessing customer data.
Customer and Contact data: Application should sync customer data from existing system.
Contact Information: Application should sync customer data from existing system.
Follow up & Communication:
a) Application should recommend follow up priority.
b) User should get division wise outstanding balance from existing system.
c) User should get customer statement.
d) User should get Aging summary.
e) User should call customer directly from the mobile app.
f) Furthermore, user should send & receive SMS from the app.
g) User should log the call either by writing comment or speech to text.
h) Same time it should record voice call.
i) Application should ask next follow up date to user.
j) Application should set calendar for follow up.
k) Closure of issues when the customer payment is received.
Real-Time Dashboard & Reports:
a) Customer outstanding with promise.
b) User follow up report along with call and call log timings.
c) Unfollowed customer by collector.
d) Tracking of Customer broken promises.
e) User performance.
f) Weekly/monthly email reports.
Activity: User should create and assign task to other team member
Integration: Seamless Integration with other application. Smooth Integration with Back-End Systems.
Smart Payment Reminder:
a) Remind and follow up with customers at the right time with ease through automatic
reminders.
b) Based on customer payment terms, application should send payment reminder to
customer on their overdue.
Notifications & Alerts: Get alerts and notifications (email & SMS) on crucial events like a broken promise to pay or scheduled follow up calls. Role Based Data Accessibility: Give role-based authorization to different users like Credit Manager, Collector and IT Administrator for accessing customer data.