COREFIN Contact Details & Social Media Links


Fully Integrated. Super User-Friendly. Extremely Powerful. Simply Microsoft.



COREFIN Leasing supports all your business processes in one system!
Our Leasing industry solution is based on Microsoft Dynamics CRM and enables financial institutions, engaged with leasing services, to offer their customers flexible conditions, superior service and thus to increase ROI.

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COREFIN Enterprise-wide management solution

Fully Integrated Solution

Our enterprise-wide management solution based on Microsoft Dynamics CRM offers highly customized CRM functionality plus off-the-shelf add-ons for Leasing.

COREFIN Enterprise-wide management solution

Easy to Manage

Developed in a way so you can take maximum control of setting up new products & services, define business processes and procedures - all in real-time!

COREFIN Leasing with automated workflows

All in one place

All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyse.

COREFIN Leasing Benefits & Features

Benefits & Features

COREFIN Leasing Sales

  • Easy & user-friendly self-service web portal

  • View available products & compare conditions

  • Pre-defined required documents for leasing

  • Automation of the entire process from application via approval to end-of-lease services

  • Management & calculation of contractual terms: payment plans & schedule, due dates, reminders for late payments & renewals

  • Full history for each customer, contract, asset and broker

  • Execution and analysis of personalised marketing campaigns across multiple channels (email, sms, phone etc.)

  • Track the efficiency of your email campaign with COREFIN Email Tracking Tool

  • Segmentation and targeting marketing lists

  • Keep customers informed about new products & services

  • Records of each event (i.e. damage) or person related to the asset in question are kept in the system

  • Automated notifications to ensure that every lead/client is being taken care of properly

  • Service scheduling of resources

  • Service Calendar to visualise the organisation's scheduling commitments and activities

  • Track the response time & success of every case to identify gaps in servicing

  • List of repair shops for each brand

  • Definition of various leasing schemes with terms and conditions

  • Payment and Collection Management activities

  • Catalogue of assets/equipment available, along with their characteristics (depreciation schemes etc.)

  • Ability for employees to work vie web Self-Service portals

  • Lease contract integration with ERP/accounting systems

  • Definition of users with roles across the entire network of branches and departments

  • Definition of users and teams of users with specific roles

  • Reports for sales history, cases summary and business analyses for controlling purposes

  • Powerful visualization options and flexibility with Power BI

  • Automation of dealer reports

  • Ad hoc reports

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