CRM Department
Customer Relationship Management — tools and modules for CRM operations.
CRM TOOLS
Followup
DID Followup Tracker
Track Disbursement Intended Dates — monitor pipeline status, loan & disb amounts, and follow up on pending cases.
Open DID Tracker
File Management
BA Onboarding FMS
Log new Business Associate enquiries and track each one through onboarding, step by step.
Open FMS