CRM for Factoring Companies
CRM for factoring companies with leads, limits, documents, approvals, invoice tracking, risk and client portfolio management.
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Lead and KYC pipeline
Capture inquiries, segment by turnover, collect KYC documents, assign risk tasks and keep communication history.
Limits and approvals
Workflows for credit limits, debtors, exposure, internal opinions and clear deal statuses.
Invoices and due dates
Track submitted invoices, payments, partial repayments, reminders and problematic receivables.
Portfolio reporting
Dashboards for active clients, limits, utilization, risk, revenue and sales team performance.
Integrations, roles and reporting
Saitami builds custom ERP, CRM, WMS and B2B systems with clean data, automations, API integrations and code ownership.
