Code : berpm
Detail : This is a banking ERP management software . we provides this software to the banking companies who wants to enhance their online business.This software can helps you in enhance your business.
Automated case tracking from case opened to case closed
Complete history of case steps, actions and events
Predefined letter templates for immediate communication
Complete record of all communication
Keeps track of contacts, phone numbers, emails and addresses
Easy to use web interface give you access from anywhere, anytime.
Complete financial tracking in multiple currencies
Ability to tailor your company’s processes
Ability to attach notes and documents
Remote client access 24/7
Sub case definition for easy case management
Real time reporting period.
Corporate Knowledge management with the Document Library
Search and share clients, vendors, and other contacts
Post news items
Forum for topic discussion, ideas and information sharing
Enter leads and lead contact information
Manage opportunities and opportunity potential
Manage activities for conversion to sale
Attach supporting documentation
Manage payments, invoices and transactions
Create different payment and invoice types
Document invoices, payments, transactions
Customize templates, letterheads, emails, etc.
Manage accounts in any currency
Search for paid and unpaid invoices, payments, etc.
Configure default payment and invoice types
View history and status at anytime