Our clients are a debt collection agency and need Vtiger to be customized into a debt collection system for our use.
Our Client collects for multiple types of vendors
1. They have unpaid receivables or delinquent accounts (DA) which we are tasked to collect.
2. They will need to import the data from CSV files provided by their Clients
3. Reporting will be essential
Requirement of System:
0. Install a vtiger in server: I will give you root access.
1. Input Cases or Delinquent Accounts (DA) from Clients
- import individual names/tel/details in CSV files
- entry screen to enter; for corporate customers
2. Administrator can assign DA to Tele-Collectors
3. Tele-Collectors login to system at start of day
-> see list of DA assigned to them
4. Tele-Collector calls DA
-> on-screen dialers that pick up DA tel. no from list
-> input details of calls to DA into screen
-> Can enter FOLLOW-UP schedules into calendar
-> Calendar to remind Tele-Collector on next log in
-> ENTER communication history of each DA
-> All communication trails are saved into SQL database
-> Enter Promise-to-Pay Date (generate reminder)
-> Enter Paid-Date provided by DA to Client
- payment portals
5. Admnistrator can import case file
-> can create and inactivate users
-> can call up reports on collection results
-> can enter actual payments as advised by Client
6. MUST BE EASY to navigate and use
8. SECURE Vtiger: in the past I has a Vtiger but a hacker injected code into DB. PLease close all opportunities to inject code
- Please note I will need to see your prior VTIGER jobs before I award you.