Financial Services Management ERP (FSME)

Using this module one can easily handle member’s information of a society or multi-level marketing system for easy access to manage system members and can also develop hierarchy as per system input of various levels.

This module is meant for a management of advisors connected with a financial organisation as agents. The system can self-generate hierarchy for management and mapping to use with different services offered by the organisation.

A system prepared for a financial institution wherein one can easily configure and manage all deposit products life Fixed deposits, Recurring Deposit and Monthly Income Scheme.

System is capable of handling various loan products for an easy management of interest calculations and penalty payment along with principal amount payable. A system for loan application and approval is maintained for an easy access of information.

Account package to manage daily accounts along with performing complex tasks like profit and loss statement managing ledger and account heads to customized for easy usage and entries.

A complete module to calculate commissions for various levels in hierarchy that can be configured for automatic calculation and disbursal for ease and accurate calcutaions.

Complete solution to where you can capture details of new business lead and system will automatically generates some unique details e.g. lead no. to communicate with the system in future. You maintain follow-ups of leads along with detailed remarks. You can search and update the records of leads by large number of filters and can assign for further follow up.

Booking of appointment, managing and maintaining records of visitors with an easy online booking by patients and customers and maintaining records of visitors.

You can maintain employee's records as per the organization requirement. It includes Personal information, goal sheets, appraisals, etc. for the employees with a rich set of tools empower the employee. This system can be allotted the same recruitment and appraisal structure.

Comprehensive system for managing work management using task assignment system and measure achievement milestone.

A comprehensive reporting system for different modules to extract information as per required format and MIS coordination.

This module helps to manage your notice board by publishing new, notification or event details to the entire system member just selecting the category of notification. Auto generation of notice is also supported in automated way to give them the information of various updates of users category and pass alerts of different events happened in real-time so the users can login and see the information a gets updated at the time of relevant modification or updation.