1. 6/17/2014 Proprietary and Confidential 1

2. HIGHLIGHTS
Manage Customer
Accounts
Add/Modify/Delete
Plans/Packages
In-depth Analysis
Report Generation
– Data and
Graphical
Profit Calculator
Detailed Customer
analysis
Add Investment Defaulter(s) check
2Proprietary and Confidential6/17/2014

3. CUSTOMER ACCOUNTS
Managing customers now very easy
Store basic details such as personal information, contact details, etc
Income Level/Range can be stored
Customer Groups
• Create manual groups based on your preference say for example customers from
same region, same industry, etc.
• Auto groups created based on income levels, account size, no. of defaults, etc.
Only Admin can Add/Modify/Delete customers
3Proprietary and Confidential6/17/2014

4. PLANS/PACKAGES
Provide flexible plans to the customers
Various plans can be created and customized
Ex: Package A – Rs.20000 – 70 days – Rs.400/day
Package B - Rs.48000 – 120 days – Rs.500/day
4Proprietary and Confidential6/17/2014

5. REPORT GENERATION
Reports
generated on
monthly,
weekly, daily,
chosen date
range basis.
Reports would
contain Total
Amount Lent,
Received, No. of
defaults, Profit,
etc
Graphical
Representations
of the data in
the form of pie-
charts, line
charts, etc.
5Proprietary and Confidential6/17/2014

6. PROFIT CALCULATOR
Total Profit accrued over
any period of time
Profit accrued per
customer/customer
group
Profit accrued per
package
Set a target limit and
know how many
customers/plan (or
combinations of plans)
needed to get a desired
profit within a given time
6Proprietary and Confidential6/17/2014

7. DEFAULT
Default indicators against each customer:
Yellow Signal 3 or more days
Orange Signal One week or more
Red Signal Two weeks or more
 Know number of defaults in a timeline and the
amounts against each default
7Proprietary and Confidential6/17/2014