Access to the system is guaranteed by a personal username and password that allow you to enter the customizable and profiled homepage based on the corporate role held.
The most significant elements that can be customized on the homepage are the user’s favorite Dashboards, the Calendar and the Personal Reminder for commitments and activities to be carried out.
A detailed sheet is dedicated to each debtor, which makes all useful information available to the user for credit management purposes.
Each client can be associated with one or more dossiers (subset of personal, contractual and accounting information of the debtor) on which to activate the recovery actions.
The information is imported into CRABB manually by users through the Salesforce native features and automatically through integration with company systems.
CRABB users have numerous reports and dashboards available and ready to use for effective and complete Credit Management monitoring.
The reports can be configured by each user through a simple and intuitive interface with “drag & drop” logic and access to data is consistent with the user profile.
All reports can be exportable and automatically shareable with a predefined production frequency or upon the occurrence of certain “alerts”.
CRABB provides dedicated functions for assignments management such as lots creation, their assignment to external companies, the revocation of and extension of assignments made.
Through 3 simple clicks, the user can select the dossiers in a specific stage, evaluate the characteristics of the assignment with a preview and create one or more lots.
The user can simultaneously generate and assign multiple lots by choosing from sophisticated distribution algorithms for the selected assignment.
Internal and external users can track individually or massively the actions, the states of
processing and any operational blocks to ensure continuous and constant interaction between all the players.
CRABB in fact provides simple features for both bulk outcomes and for
report customers on which no recovery activity can be carried out (White List).