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Factoring CRM

CRM for Factoring Companies

CRM for factoring companies with leads, limits, documents, approvals, invoice tracking, risk and client portfolio management.

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What we automate

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.

Every Day You Wait, Competitors Win Your Customers

Book a free 30-min strategy call. We'll audit your business processes and digital presence and show you the fastest path to more revenue.

Trusted by companies across Bulgaria

  • КМП Π‘ΠΈΠ»Π΄
  • FIX
  • SoftUni
  • Unit Gold
  • Akbari Perfume
  • Baytown Machinery
  • Vida Luxe
  • Prostructura
  • Crypto.bg
  • MysteryBet
  • AGA Transfer
  • Avanta
  • Unit Estate
  • ЗапазиЧас
  • Labimex
  • НАК / NEC
  • CamΓ©lia DΓ©sir
  • Elite Call Center

Partners & programmes

Ministry of Innovation and GrowthMinistry of Innovation and Growth
ИБУН 2020ИБУН 2020
Ministry of InteriorMinistry of Interior
CRM for Factoring Companies | Saitami.bg