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Impax Dynamics 365 CRM for Micro Credit

Dynamics 365 CRM for Micro cedits is an add-on solution on Dynamics CRM crafted to assist in streamlining Sales & Marketing, Customer Experience and Loan processing processes in Micro Credit, Saccos and Banks.

The solution helps the business development team to plan and execute marketing campaigns using different channels as well as tracking the business opportunities generated from different campaigns.

The solution provides integration to different call center solutions which enables your business to deliver excellent and personalized customer experience which in turn ensures business continuity through referrals and repeat business.

Impax Dynamics 365 CRM for Micro-Credit Benefits.

Below is highlight of the benefits the Dynamics CRM for Microfinances brings to your business.

  1. Streamlining the business development activities by automating and tracking the sales and marketing processes.
  2. Empower your customer experience team to provide excellent and personalized experience to customers.
  3. Automated documents management through integration to SharePoint document management system. This helps in reducing the turnaround time in the loan processing cycle.
  4. The solution provides integration to the existing core banking system which facilitates real time flow of information between the two systems.
  5. The solution provides comprehensive business intelligence capabilities to generate intuitive dashboards and reports for timely and proper reporting.


This section briefly highlights the key capabilities and modules provided by the Dynamics CRM for Micro-Credit provides.

  1. Marketing Planners and Campaign Management

Through this Module, the business development team has a clear visibility of all the marketing activities in their pipeline. The system enables the business development team to plan, schedule and execute marketing activities track the performance of each activity by leads and sales generated.

  1. Contacts, Prospects and Customers Management

The solution provides a central repository of your customers, contacts and prospects ensuring quick access to information and enhanced communication using difference channels like emails, phones and bulk SMS.

  1. Loans and Files Tracking

The system provides a guided business process flow to initiate loans from leads which then integrates to the core banking system. This reduces turn-around time in the loan processing cycle since users are working on single interface. The system also provides files tracking capabilities through SharePoint documents management system providing quick access to documents involved in the loan processing cycle.

  1. Call center integration

Dynamics CRM for Micro-Credit in integrated to Call Center solutions to ensure efficient communicate internally and externally with customers. The integration also enhances telemarketing activities to generate leads and sales.

  1. Reporting and Analytics

Dynamics CRM for Micro Credit provides robust reporting capabilities using reports and dashboards. The system also integrates with Power BI reporting tool to generate intuitive dashboards for proper reporting.

  1. Tickets Management

The tickets module automates tracking are resolution of customers complaints and inquiries thus improving turn-around time for effective customer experience. The system empowers the customer experience team with 360 degree view of customer interactions for better service.

  1. Debt Collection

The Debt Collection module helps in tracking defaulters which is triggered by failure to service repayment installment, bounced cheque or standing order. The process is guide by a business process through the different debt collection stages like demand letter, proclamation, repossession, auction and file closure. The system sends reminders for the different stages in the entire debt collection process.


Customers Analysis

Loan processing turn around time

Leads Analysis

Sales Performance by Branch

Sales Trend Analysis

Customer Service Summary

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Additional Information:

The service delivery is exemplary and done within the set project timelines and commitments.

Interswitch East Africa Kenya LTD

The System is now two years old and we are still receiving support from Impax .The project was a success!

Bible Society Of Kenya

Impax deloys knowledgeable resource persons and continues to provide upgrade & support services for Hardcat Asset Management software.

Communication Authority Of Kenya