Core version of the software is downloadable and usable for free by any Institution. It gathers all the basic functions required by a small institution to operate:
. Individual, Group and company Info Tracking. All basic info fields.
Individual, Group and company loan products. Automated Schedule Generation (more than 1000 different types). Repayment follow-up. Standard Receipt and contract format.
Standard Saving Book.
Role Management Module. Secured User access. Audit Trail. Secure Database management.
10 Key Operation reports, Excel and Word reports, Standard Activity Dashboard. 5 languages (English, Russian, French, Portuguese, Spanish).
is proposing a full set of additional modules and functions which help make your activity more efficient. Among the already available functions:
Around 30 reports in total available as per demand
We design exactly the interface you need to follow up your client information.
Send automatically SMS to your staffs and clients, your staff can interact with OpenCBS through SMS.
You can track events such as monitoring or trainings directly at the client level.
To indicate the location on the map of your clients and help your agents manage their portfolio disbursements and reimbursements more efficiently.
Your clients get identified through their fingerprint.
The software has the capacity to be customized as per your needs by adjusting its configuration or developing “pay as you go” customized modules.
These modules include:
To track exactly the information you need to follow about your clients, by gender, by geography, by professional or marital situation.
To easily export all portfolio transactions (repayments, disbursements, savings ..) standard accounting systems such as 1C or Quickbooks.
Contracts, Repayment receipts, Disbursment Receipts, Donor as per your exact layout, design and logos.
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