Managing & Chasing
Customers is Effortless.
DebtKit provides all advisors with the beautiful, innovative Timeline and really simple Pipeline to make the management of your existing customers, completely effortless.
- ✓ Innovative Timeline - Travel in realtime through the history of an account's activity in one simple view.
- ✓ Powerful Finances - Dig deep into a customer's financial history, viewing all payments in and out.
- ✓ Simple Chasing - The Pipeline enable users to see exactly which account's need chasing.
The Timeline offers a brand new way to view a customer's entire account history. Every comment, event, payment and more is displayed on a single view in realtime. Allowing you to travel back from the latest account activity to when the lead was initially received.
Keep a track on a customer's debts and dig deep into their financial history. Every incoming customer payment, every payment to a creditor, even refunds are fully tracked in DebtKit making any customer or creditor queries effortless to resolve.
Creating tasks in DebtKit is simple. Assign tasks to yourself, someone else or an entire team within your business. Whether it's a reminder to chase a pack or a meeting with creditors, it's easy to see what tasks need to be completed each day.