Track all Person, Organization and Account data in our client management module. Whether your needs are sophisticated and you require demographic and socio-economic data, personal/business financial statement analysis, email, merge capacity this module lets you manage non-loan and loan specific client information. The module tightly integrates to the loan, investment and grant modules and is the core module for managing client activities.
Key Features include:
- Customized field capture for any Person or Organization information
- Personal/Business Financial Statement Analysis
- Target Groups for demographic profiling
- Detailed tracking of Referrals (incoming/outgoing)
- File Attachments for a central repository of all client documentation
- Ability to create custom relationships between all modules
- Mail Merge features for letter generation
- Tracking of all tasks and activities
- Detailed Contact Reporting