CRM for microfinance organization

We, OneBox Corp, will help you implement the OneBox system. Our task is to provide you with the most effective solution that will allow you to manage your business without being distracted by secondary tasks. Let's set up the following functionality for a microfinance organization on the basis of OneBox: 1. Set up a Business Process (hereinafter referred to as BP) of sales. A properly configured BP in a bundle in one system will give you an advantage in controlling and processing orders. You will be able to see at what stage this or that order is, create reminders, take notes and OneBox will remind you of important moments. 2. Set up Workflow. Prescribe the templates of the documents you need so that you do not waste time creating them, and the system will instantly create the necessary documents by substituting the given values or contact information. It is also possible to automate the creation of documents at certain stages of the BP. 3. Set up the Contact Base. Segment the cont