Feature detail

Communications and Document Records

Support operational follow-up with SMS, email, notifications, notices, chat, and document records.

Built for daily operations

Communications and documents, without disconnected records

Support operational follow-up with SMS, email, notifications, notices, chat, and document records.

  • SMS and email workflows
  • Notifications and notices
  • Operational chat
  • Document records
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Operations overview
Active loansPortfolio
CollectionsToday
SavingsGrowth
01

SMS and email workflows

Keep this workflow visible, reviewable, and connected to the rest of the institution.

02

Notifications and notices

Keep this workflow visible, reviewable, and connected to the rest of the institution.

03

Operational chat

Keep this workflow visible, reviewable, and connected to the rest of the institution.

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