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Rating: 4.9. Number of organizations: 994
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Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

CRM for MFIs

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What do you want to do now?

If you want to get acquainted with the program, the fastest way is to first watch the full video, and then download the free demo version and work with it yourself. If necessary, request a presentation from technical support or read the instructions.



CRM for MFIs - Program screenshot

Microfinance organizations (also known as MFIs) are gaining more popularity each day. Competition in the financial services market is increasing every day with the advent of new products or great deals. The use of CRM (Customer Relationship Management) systems is relevant in all MFIs that are interacting with clients. It is very important to maintain a customer base and work with it at all stages of the provision of financial services. CRM for MFIs is the best automation tool for modernizing work activities. The CRM system for MFIs allows you to carry out tasks such as monitoring loan issuance, reviewing loan applications, monitoring the fulfillment of credits, calculating the amount of debt, etc. CRM facilitates work, allowing you to also perform processes of maintaining a customer base, track the status of a client's loan, carry out SMS and e-mail messaging, determine the effectiveness of performing sales, and a lot more. Choosing the right CRM system affects the overall performance of MFIs, making it possible to improve all the financial and statistical indicators of the company. Interaction with customers and cash flow has their own characteristics. CRM provides the organization of the process for issuing loans and borrowings to clients while managing the company's financial flow. In addition to these factors, MFIs are faced with high labor intensity of document formation. Contracts, additional agreements, loan and credits repayment schedules, reports, etc., are all generated manually, making the workflow an easy routine that will be performed on a daily basis. A competent CRM system can optimize all MFIs processes, which will be an advantage in doing such business.

The information technology market has a large selection of different systems. CRM for MFIs is gaining popularity due to the increased focus on workflow automation. Without choosing the right software for sales accounting and management, customer interaction and optimization of all internal processes is not easy. CRM for MFIs optimization must take into account the specifics of the activity and have all the necessary functions to ensure the automation of the execution of work tasks. When choosing the right CRM, the result will be seen almost immediately, reflecting on sales figures, quality of service, and business management of the company's employees.

Who is the developer?

Akulov Nikolay

Expert and chief programmer who participated in the design and development of this software.

Date this page was reviewed:
2024-04-26

This video can be viewed with subtitles in your own language.

The USU Software is a unique software product that, thanks to its functional capabilities, is able to optimize any activity, regardless of the industry type, its specialization, kind of work processes, and so on. The development of the USS is carried out by identifying the most important points of the company: needs and preferences. The Universal Accounting System is suitable for use in any enterprise, including MFIs, due to the fact that the functionality can be changed and supplemented depending on the wishes of the company. The implementation process will not take long and will not require suspension of work.

The USU Software is a full-fledged program that includes all CRM functions that are necessary to optimize the work of MFIs. The tasks of MFIs include many processes, both in accounting and management and in customer service. With the help of the USU Software, you can easily and quickly set up the implementation of working operations in MFIs, from maintaining a database, ending with accounting and working with problem clients. USU Software is one of the most effective CRM systems on the market!


When starting the program, you can select the language.

Who is the translator?

Khoilo Roman

Chief programmer who took part in the translation of this software into different languages.

Choose language

Implementation and training of the USU Software are not burdened, since the menus and functions are easy to understand, which contributes to quick adaptation to operation. The program provides an increase in the speed of work operations, which will fully increase the number of sales per work shift.

The software product perfectly manages all CRM functions, providing systematic maintenance of the database, customer base, forming a complete document flow for loan approval, consideration, control, etc. Extreme efficiency manifested in the application of the USU Software, will make it possible to quickly resolve the issues of issuing loans and credits, increasing the number of sales.



Order a cRM for MFIs

To buy the program, just call or write to us. Our specialists will agree with you on the appropriate software configuration, prepare a contract and an invoice for payment.



How to buy the program?

Installation and training are done via the Internet
Approximate time required: 1 hour, 20 minutes



Also you can order custom software development

If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!




CRM for MFIs

The program automatically generates any necessary reporting and carries out a full document flow, which saves time and avoids routine work. Management of the enterprise and employees can be carried out centrally across all branches remotely, this contributes to the regulation of control, increasing discipline and labor productivity. The ability to send SMS and e-mail to clients to ensure continuous interaction, especially in cases of debt. The program automatically develops a repayment and payment schedule, monitors this process, and notifies about delays and arrears. In the system, a list of all loans is available in chronological order, which will allow employees to always have the necessary information at hand. Accounting activities are carried out in accordance with the rules and procedures established for MFIs.

The ability to archive data by using the backup function for additional protection and safety of information. The system can be integrated with other equipment of the company. Optimization of management will allow the development of new and better control methods in order to increase the economic performance of MFIs. Reducing the influence of the human factor in work, working with cash and client flow with a daily documentary routine leads to making mistakes, both when applying for loans and borrowings, and in communicating with borrowers. The system provides for the function of analysis and audit, which will allow you to stay aware of the current financial position of the organization on the market. The USU Software team provides an opportunity to download a trial version of the program for free if you want to familiarize yourself with the program. You can find it on the organization's website.