COREFIN Factoring
COREFIN Factoring
Built on Microsoft Dynamics CRM to serve the needs of factoring companies
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COREFIN Factoring
All in one
Enterprise-wide management solution based on Microsoft Dynamics CRM. COREFIN offers exceptional CRM plus off-the-shelf customisations and add-ons for factoring
COREFIN Factoring
All yours
Developed in a way so you can take maximum ownership of setting up new products, interest rates and strict procedures all in real-time and ready to sell
COREFIN Factoring
All tracked
All processes are streamlined with automated workflows ensuring staff follows procedures strictly. All data and activity is tracked and easy to analyse in real-time
COREFIN Factoring Benefits & Features
Benefits & Features
COREFIN Factoring Sales Marketing Service
COREFIN Factoring is an industry solution based on Microsoft Dynamics CRM. The software helps factoring providers research each deal and evaluate information in order to offer conditions to customers with minimum risk. COREFIN is also suited for factoring brokers and manages different types of factoring.
SALES
Tracking of all the interactions between the seller, the buyer and the factoring provider
Recording information regarding credit limits, values of the invoices, insurance premiums, fees and more
MARKETING
Creation of highly personalised marketing campaigns
Execution of campaigns across multiple channels
Segmentation and targeting marketing lists
Manage loyalty programmes with COREFIN.
Track who has opened your mails and what links were clicked in the email as part of CRM.
Collecting and analysing the results of campaigns
SERVICE
Case management
Tracking of all the consecutive steps during the factoring operation
Service Calendar – visualisation of the organisation's scheduling commitments and activities
CORE (BACK OFFICE) PROCESSES
Definition of different types of factoring along with their parameters
Management of invoice discounting
Definition of users and teams of users with specific roles.
Encompassing the entire network of branches and departments
Payments and collections management.
REPORTING
Reports for overdue invoices, late payments and more
Ad hoc reports
