Non Banking Finance Companies across verticals like Chit Funds, Loan (Gold, Vehicle) & Microfinance are facing challenges in getting new customers, KYC process and payment collection against loan installments. And most NBFCs depend on field executives for selling new loan products, getting KYC documents and collecting payments. Happisales, tracking app for sales team, has a specific process for collecting customer documents and payment collection with daytoday tally against customer receivables.

Some of the Verticals We Serve

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Micro Finance
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Chit Funds
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Gold Loan
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2-Wheeler Loans
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Vehicle Loans
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Personal Loans

Important Features

sales force automation software

Payment Collection Process

  • Payment Collection Process
    • sales force tracking application

    Customer Document collection

  • Customer Document collection
    • Sales employee tracking application

    Payment Collection reports

  • Payment Collection reports

      • Interested? Try it free for 14 days!

      Happisales is an end to end field sales automation software.

      Try it free for 14 days.