Sales & Marketing
- Easily create and deliver marketing campaigns
- Import leads and existing customers
- Structure deals, solve payments, rates etc. whilst staying within funding requirements
- Automate the creation of quotes, proposals and emails, then send them directly from Outlook
- Follow sales activities and workflows
- Have a full contact history at your fingertips
Credit & Risk Management
- Use Leasepath Funding Fit to determine the best Funding Source
- Reduce risk with Financial Analysis, generated Key Ratios, Net Worth, Credit Reports and Equipment Evaluations
- Manage the process using Credit Queues and Workflows
- Accountability and turnaround reporting
- View Analytics and Trending Reports for Policy Direction
Documentation & Funding
- Generate documents from captured data
- Verify and automate Document Checklists to ensure completeness prior to Funding
- Capture and store executed documents for future reference
- Track Insurance details
- Integration with Accounting Systems
Customer Service & Collaboration
- Share best practices and business requirements with your support and customer service personnel
- Use Leasepath Portals to allow customers, vendors, brokers and partners to communicate effectively
- Leasepath Exchange will electronically submit Opportunities to Funding Sources
- Instantly see a 360 degree view of your customers, partners, and opportunities
Analytics & Trending
- Stay informed monitor the Pipeline and Sales Funnel
- Get instant answers to the questions you want to know
- Create Personal Dashboards to show you your key information the way you want to see it
- Accountability and Performance Reports
- 360 degree view of Customers and Opportunities
Security
- Secure data centre
- ISO 27001 SAS70 Type II Certifications
- Fully encrypted database
- Proven role based security system
Equipment leasing software, leasing & finance software in the cloud.
