Banking & Finance Management
(Loan, Insurance, Credit Card, Debit Card, Recovery, Survey etc..)
Mobile App For Banking / Finance / Investment For selling of Debit card, Credit card, Loan, Insurance & other Investment products
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Online Attendance :
Staff can enter his start – end attendance with details of work done with location and date.
Visit to the Customer :
Visit for explanation of investment plan or finance and its photos can be enter. Follow up date for future purpose can also be generated.
Sales :
Staff can enter sales details with amount in his mobile. So he can know his total sales and commission details.
Payment Collection :
Staff can enter the collection information of clients.
Expense :
Staff can enter his tour and visit expenses.
MIS Reports :
Many types of MIS reports are available like attendance with daily km traveled, visit, D.A. and T.A. report etc.