1. Case information import: Convenient data import, using excel spreadsheet form to import data, avoiding the tedious manual data entry, import tasks can be added, and asynchronous data import.
2. Data export: Export data using spreadsheets to facilitate your data backup. It can export case information, export collection records in different formats, and package and export pictures, telephone recordings and external visit recordings. It is very convenient to generate telephone recording index files, and can add export tasks and asynchronous data export.
3. Contact import: Contact information in case data can be easily imported into the system to strengthen case contact management. Complete collection work more conveniently and quickly.
4. Statement import: Quickly import bank statements. Check the business collection process.
5. Import of repayment information: Quickly import verified repayment information and follow up on the repayment status of the case in real time.
6. Export collection records: Back up collection records in real time. And other tools can be used to collect statistics on collection record information.
7. Order splitting: Convenient and flexible order splitting policy. You can divide orders manually, share them automatically, or fill in the order information in the imported case.
8. Business transfer: Are you worried about the turnover of employees? The business transfer function can transfer the cases of one collection staff to other collection staff at one time.
9. Chargeback and deletion: You can chargeback and delete cases through chargeback management to better manage your company's case information.
10. Repayment entry and approval: The collector can enter the arrears received, and the approver will check and approve them, and include them in employee performance and report statistics. Repayment data can also be imported in batches.
11. Outbound visit dispatch: For cases that require door-to-door visits, the collector only needs to apply for an outbound visit, and the supervisor can print out the outbound visit slip to conduct the outbound visit and standardize the business process.
12. Log viewing: View the system log and understand the system running status.
Detailed records of every step in the collection process: adding external visits, adding electronic reminders, letter management, reminders of external visits, saving recordings and photos of external visits, telephone recording management, telephone address inquiry, data download, contact management, you All the functions you need are in the Case Center. Collection information is available at a glance.
13. Full text search: You don’t have to dig through all your cases to find case information just to get a call. The full-text search function can help you solve the problem. As long as you know a little bit of information about the case, we can help you find the relevant case and operate it directly.
14. USB phone recording box and phone recording card support, eliminating the trouble of uploading recording files. After collecting calls, you can find the dialed calls in the software and save the recording files to the system. Distributed telephone recording system, connecting and receiving wireless multi-channel telephone calls.
15. When adding an electronic reminder, you can add notes, add reminders, modify case status and other operations.
16. Case query: Cases can be queried through various keywords, including case number, name of the debtor, batch number, ID number, entrustment year, month and day, person in charge, case status and other conditions.
17. Report Center: Provides statistics on all case-related information, case activity statistics, and payment collection statistics. Statistics can be divided into keyword statistics such as bank, date, collector, batch, etc.
18. User management: The secure rights management system allows you to accurately control the permissions of each user, making the system data more secure.
19. System short message: It is convenient for collection personnel to leave messages to remind each other.
20. System announcement: Publish real-time system announcement and add attachments.
21. System settings: Set global system options.
22. Case status classification: list all cases in case status with one click.
23. Case reminder function: Arrange your work reasonably and remind Cui Shou staff to carry out collection work.
24. Contact management: Manage the contact information of each case to facilitate the entry of collection information.
25. Template settings: Set up external visit orders and letter templates to design the format you need more rationally and make your work more intuitive.
26. Login users: View the status of current users logged into the system and learn the login and logout time.
27. Recorded repayments: Check the approval status of your recorded repayments. 28. Document management: Not only pictures can be added to each collection record, but also audio, video, documents and other files can be added to accurately record the information generated during the collection process.
29. Case follow-up: Check the case follow-up status.
30. Manually modify case information.
31. Gadget: Find phone number and ID card location.
32. Flexible order form.
33. Send SMS text messages within the system.
it works
it works
it works