Auditor CRM

Auditor CRM allows users to create appointments for their clients. Client’s services will be recorded in the Leads and follow-up can be performed. Approved Service requests can be assigned to the Auditors. The system allows the Auditing users to create a questionnaire for the various services provided by them. Based on the answer provided by the client Auditor CRM Automated provides the compliance tracker with reminders and escalations. The system provides the ability to dynamic workflows, dashboards & reports.

Features

Cloud based application developed by Netkathir Technologies.
Provides Auditor management solution that helps Auditors, consultants, and its administration offices handle complex business functionality in the most flexible
and easy manner.
Helps in reducing the paper work, improve work efficiency, accountability and save time.
Eliminates work duplication by making information seamlessly available to every department.
Improves work efficiency, accountability and save time.
Relieves Financial consultants from Auditing work load.
Increases customer/consultant involvement by improving their way of communication.
Multiple role and user level authentication and access.
Entity based Access control.
Reports can be exported to excel and PDF formats.
Highly user friendly with aesthetic screens.
Master form to create dynamic data manipulation.
Enquiry and follow-ups to manage the customer enquiry.
Reminders to manage the next follow-ups.
Multiple documents/Files upload/view/delete feature.
Consultant work Log capture wrto the client/Customer.
Notifications to alert consultants on upcoming schedules.
Work schedule management wrto client/Customer.
Questionnaire master and questionnaire wrto the type of service client acquired.
SMS and EMAIL.

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Auditor CRM

Auditor CRM

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