Basic Package (Admin + One branch)
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MODULES |
DESCRIPTION |
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Plan Management |
FD, RD, MIS, Daily Deposit & Saving |
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Member / Share Management |
Member Creation, Share Deposit, Share Withdrawal & Dividend |
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Accounting |
Balance Sheet, General Ledger, Cash book, Day book, Trial Balance, P&L Statement, Voucher Creation |
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Loan Management |
Create Loan, Loan Sanction, Loan Disbursement & Loan EMI, Loan Closing, Pre Closing Loan |
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Agent / Advisor Management |
Agent Registration, Set the Agent Rank, Set the Commission, Agent Commission, Agent Pramotion, Agent Collection & Assign Accounts |
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Issue Passbook, Share Certificate, Scheme Certificate, Receipt, Disbursement / EMI Receipt & Account Statement. |
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Reports |
Business Report (Fresh / Renewal), Loan Detail, Loan Overdue, Loan Pastdue, Agent Collection Summary, Member Detail & NPA Report |
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Website |
About Us, Career, Feedback, News & Event & Calculator |
In this package we will not consider any customization. We will charge only hosting.
Advance Package (Admin + Five branch)
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MODULES |
DESCRIPTION |
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Plan Management |
FD, RD, MIS, Daily Deposit & Saving |
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Member / Share Management |
Member Creation, Share Deposit, Share Withdrawal & Dividend |
|
Accounting |
Balance Sheet, General Ledger, Cash book, Day book, Trial Balance, P&L Statement, Voucher Creation |
|
Loan Management |
Create Loan, Loan Sanction, Loan Disbursement & Loan EMI, Loan Closing, Pre Closing Loan |
|
Agent / Advisor Management |
Agent Registration, Set the Agent Rank, Set the Commission, Agent Commission, Agent Pramotion, Agent Collection & Assign Accounts |
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|
Issue Passbook, Share Certificate, Scheme Certificate, Receipt, Disbursement / EMI Receipt & Account Statement. |
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Reports |
Business Report (Fresh / Renewal), Loan Detail, Loan Overdue, Loan Pastdue, Agent Collection Summary, Member Detail & NPA Report |
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Website |
About Us, Career, Feedback, News & Event & Calculator |
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Operator Module |
Create Operator, Role Assignment, Entry Approval System |
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Agent Login on Website |
Monthly Commission, Downline Structure, Print Statement |
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SMS Alert |
Member Registration, Paid Commission, Paid EMI, Pending EMI, Paid Renewals, Pending Renewals |
Professional Package (Admin + Unlimited branch)
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MODULES |
DESCRIPTION |
|
Plan Management |
FD, RD, MIS, Daily Deposit & Saving |
|
Member / Share Management |
Member Creation, Share Deposit, Share Withdrawal & Dividend |
|
Accounting |
Balance Sheet, General Ledger, Cash book, Day book, Trial Balance, P&L Statement, Voucher Creation |
|
Loan Management |
Create Loan, Loan Sanction, Loan Disbursement & Loan EMI, Loan Closing, Pre Closing Loan |
|
Agent / Advisor Management |
Agent Registration, Set the Agent Rank, Set the Commission, Agent Commission, Agent Pramotion, Agent Collection & Assign Accounts |
|
|
Issue Passbook, Share Certificate, Scheme Certificate, Receipt, Disbursement / EMI Receipt & Account Statement. |
|
Reports |
Business Report (Fresh / Renewal), Loan Detail, Loan Overdue, Loan Pastdue, Agent Collection Summary, Member Detail & NPA Report |
|
Website |
About Us, Career, Feedback, News & Event & Calculator |
|
Operator Module |
Create Operator, Role Assignment, Entry Approval System |
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Agent Login on Website |
Monthly Commission, Downline Structure, Print Statement |
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SMS Alert |
Member Registration, Paid Commission, Paid EMI, Pending EMI, Paid Renewals, Pending Renewals |
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Office Management |
Set the Holiday, Monitor the In / Out time, Employee Login |
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POS Terminal |
Export data to Device, Import data from Device, Collection summary on day basis, Cancel / Approve entry in Admin / Branch. |
Professional Plus Package (Admin + Unlimited branch)
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MODULES |
DESCRIPTION |
|
Plan Management |
FD, RD, MIS, Daily Deposit & Saving |
|
Member / Share Management |
Member Creation, Share Deposit, Share Withdrawal & Dividend |
|
Accounting |
Balance Sheet, General Ledger, Cash book, Day book, Trial Balance, P&L Statement, Voucher Creation |
|
Loan Management |
Create Loan, Loan Sanction, Loan Disbursement & Loan EMI, Loan Closing, Pre Closing Loan |
|
Agent / Advisor Management |
Agent Registration, Set the Agent Rank, Set the Commission, Agent Commission, Agent Pramotion, Agent Collection & Assign Accounts |
|
|
Issue Passbook, Share Certificate, Scheme Certificate, Receipt, Disbursement / EMI Receipt & Account Statement. |
|
Reports |
Business Report (Fresh / Renewal), Loan Detail, Loan Overdue, Loan Pastdue, Agent Collection Summary, Member Detail & NPA Report |
|
Website |
About Us, Career, Feedback, News & Event & Calculator |
|
Operator Module |
Create Operator, Role Assignment, Entry Approval System |
|
Agent Login on Website |
Monthly Commission, Downline Structure, Print Statement |
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SMS Alert |
Member Registration, Paid Commission, Paid EMI, Pending EMI, Paid Renewals, Pending Renewals |
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Office Management |
Set the Holiday, Monitor the In / Out time, Employee Login |
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POS Terminal |
Export data to Device, Import data from Device, Collection summary on day basis, Cancel / Approve entry in Admin / Branch. |
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Mobile App (Android / IOS) for Agent / Advisor |
Collection app for Agent / Advisor, Collection for RD / DD / Saving as well as Loan, Easy A/C Search & Collection Summary on day basis. |
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Thermal Bluetooth Printer |
Printer with Mobile app, easy pairing, Generate Receipt & Generate total Collection Receipt |
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Mobile App (Android / IOS) for Customre |
Download Statement, Fund Transfer to another A/C, Check Available Balance & Pay Renewals / Loan EMI. |
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SMS System (Two Way) |
A/C Balance, Agent / Advisor Commission, Loan EMI Date & Renewal date |
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Mobile / DTH Recharge |
We are providing that facility to customers so customers can recharge from his saving account balance. |