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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

DocCredit is a software solution designed for managing commercial credit risk and streamlining the collection process. It is seamlessly integrated with leading Business Information providers and features a sophisticated company rating calculation engine, which enhances customer understanding. By assessing the degree of risk, businesses can identify opportunities, directing collection strategies toward new clientele while prioritizing higher-risk credits and focusing on increasing sales with lower-risk customers. The platform automates reminder processes through tailored workflows, ensuring effective communication. With a smart activity planner, users can efficiently schedule emails, phone calls, and visits, while the system automatically correlates reminders sent with responses received. It also enables tracking of payments categorized by risk class, business channel, and client segment, providing insights into unpaid debts related to specific actions. Additionally, the software measures the effectiveness of reminder and collection strategies, analyzes overdue to turnover ratios, and evaluates the probability of default for both the individual subject and the relevant industry, ultimately offering an internal credit line based on trend analysis to improve financial decision-making. The comprehensive features of DocCredit empower organizations to maintain a robust credit management process.

Description

We assist agencies and professionals in enhancing their growth, streamlining processes, and ensuring clients remain engaged for extended periods. Utilize forms to manage incoming VIP inquiries and start gathering valuable information about your leads and potential clients. Relish in the opportunity to fine-tune a captivating customer experience that persists even beyond the sales funnel. When you can deliver personalized services while still expanding your reach, it becomes simpler to identify interested referral partners. There’s no need for additional tools; Ninjodo automatically generates tailored payment pages that are sent directly to clients, making payment organization a breeze. Achieving clarity in your workflow has never been more accessible. With straightforward and user-friendly client onboarding and project management, you can effortlessly monitor the progress of all your current clients. Create a lasting impression and gain recognition for your achievements. You will discover ways to reduce anxiety about attracting new clients, alleviate stress regarding cash flow, and learn strategies to avoid exhausting 100-hour workweeks that yield minimal results. Embrace a more balanced approach to managing your client relationships and projects.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$9 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

DocFinance

Founded

1988

Country

Italy

Website

www.doccredit.it/en/

Vendor Details

Company Name

Ninjodo

Country

Australia

Website

ninjodo.com

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

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