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RD Software, FD Software, Co-Operative Societies, Microfinance Service

MktacademyWebsoftex avatar
MktacademyWebsoftex
9 diapositives · 138 Views · Sep 28, 2017

Websoftex Software Solutions Private Limited, a Bangalore based Company, an authorized Software service provider engaged in Microfinance, Banking, Co-Operative, NBFC, Pigmy, Mortgage, RD FD Software, Loan, Accounting, Custom, Cooperative Agent, Mortgage, Accounting, E Commerce, Billing Software, Core Banking, Micro Finance, CRM, Loan Software, Development in Bangalore, with maximum level protection. We take pride in rendering good and protective services to small- medium Microfinance Institutions and other sector for more than 8 years.

#RD Software #FD Software #Co-Operative Societies #Microfinance Service
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RD Software, FD Software, Co-Operative Societies, Microfinance Service
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  1. RD FD Software Branch Module

  2. 1.MANAGE AGENT: • Create Agent:-using this menu one will be able to Create an Agent. • View/Edit Agent:-the Agent which is created can be viewed and edited at this option. • Report:-this menu mainly contains the reports which are related to Agents such as Commission Voucher, Business Report, Spot Booking Expenditure, Self & Team Business, Agent tree.

  3. 2.MANAGE CUSTOMER: • Create Customer:-this menu is used in order to Create the Customer, which consists the Plan name chosen by the customer. • View/Update:- the Customer which is created can be viewed and edited at this option. • The below figure shows the snap shoot of the customer Registration Page.

  4. 3.VIEW PLAN AMOUNT: • This menu shows the details of Amount of various plans

  5. Agent Module • 1.PROFILE: Change Password:-using this menu the Agent will be able to change his accounts password as and when required for his security purpose. View Profile:- the Agent who has logged in using his unique Username and Password, can go ahead and view his profile details and also edit. Upload Photo:- from this menu the Agent can upload his profile photo.

  6. 2.MY ACCOUNT: • Group Payment:- this menu shows the Commission paid to the Agent for himself and his direct team of agents for each payout which is created. • Self Payment:- this menu shows the Commission paid to the Agent for his own Self Business done. • View Commission:- shows the Commission paid/unpaid status, as shown below,

  7. 3.GENEALOGY: • Direct Tree and Group Tree:- shows the structure of the Agents down line team. 4.REPORTS: • Business Report:- shows the total amount of Business done by that particular agent during a specific period of time. • Search Down line:- shows the structure of the down line team of that particular agent who has logged in as agent.

  8. For more info Whats App– 9590355556Mobile- +91 9916807666 / 9886461360Skype– sale.websoftexE-Mail: info@websoftex.inPH- 080-65465475 / 080-23375399Site: www.websoftex.com