CRM for a microfinance organization

We at 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 solving secondary tasks. We will set up the following functionality for a microfinance organization based on OneBox: 1. Set up the Business Process (hereinafter BP) of sales. Correctly configured BP in communication in one system will give you an advantage in terms of control and processing of orders. You will be able to see at what stage this or that order is, create reminders, make notes and OneBox will remind you of important moments. 2. Set up document flow. Prescribe the templates of the documents you need so that you spend time creating them, and the system instantly creates the necessary documents by substituting specified values or contact data. It is also possible to automate the creation of documents at certain stages of BP. 3. Configure the contact database. Segment the contact databas