📞 IP Telephony & UCC🎧 Contact Center🤝 Sales CRM📊 Business ERP🤖 AI Insight
Sector use case · GLOBAL CS

🏦 Microfinance / Banking / Insurance
configured for your reality.

MFIs, SFDs, insurance brokers — demanding Central Bank regulations, structured collections, absolute document compliance.

+16 pts
D+30 collections
100%
Central Bank compliance
+35%
Cross-sell
−95%
Manual reconciliation
See use cases → Book a meeting →
PILLAR 01
📞

UCC — IP Telephony

Multi-branch switchboard, recorded collections

100% of calls Central Bank-compliant. Real-time quality supervision of loan officers. Targeted coaching without blanket review.

What it changes in practice
🏢
Multi-site IPBX
Single switchboard for all your branches, warehouses, and sites. One number for your customers — the IVR routes calls automatically.
📱
Softphones & webphones
Your team makes calls from their PC, smartphone, or browser using the company number. Call history logged automatically in the CRM.
🎙
Smart IVR
Multilingual Interactive Voice Response (French, English, local languages) with voice recognition. No-code configuration from the web interface.
📹
Call recording
100% of calls recorded, timestamped, and archived in the EDM. Live supervisor monitoring with whisper coaching. DGI export and regulatory compliance.
+16 pts
D+30 collections
100%
Central Bank compliance
+35%
Cross-sell
PILLAR 02
🎧

Omnichannel contact center

Credit pre-qualification, multi-channel follow-ups

Chatbot collects amount, purpose, income, and term. Pre-filled file sent to the loan officer. SMS/WA/call follow-up sequences.

What it changes in practice
🖥
Unified agent console
All channels (voice, WA, Teams, email, SMS) in a single interface. The agent sees the customer's full history — regardless of the incoming channel.
🤖
AI chatbot 24/7
Intelligent chatbot on WhatsApp and voice. Handles 35–55% of routine requests: balance, order status, appointment confirmation, FAQ. Transfers to agent with full context.
🔀
Smart routing
Automatic assignment based on: agent skill, language, customer segment, priority, history. Urgent cases bypass the standard queue.
📊
Supervision & SLA
Real-time supervisor dashboard: queue, sentiment, available agents. Configurable SLAs by request type. Automatic alerts.
+16 pts
D+30 collections
100%
Central Bank compliance
+35%
Cross-sell
PILLAR 03
🤝

CRM — Prospecting & Customer Relations

360° portfolio, risk scoring, cross-sell

Behavioral risk score + opportunity score. Cross-sell triggered automatically for regular members.

What it changes in practice
📋
Multi-stage pipeline
Kanban or list view of all your opportunities by stage. Drag & drop, filters by rep, segment, or value. Consolidated manager view.
📞
CTI — Screen pop on ring
When a customer calls, their record appears before you pick up: history, open opportunities, notes, outstanding amounts. Zero re-keying.
🎯
AI lead scoring
Score 0–100 calculated in real time based on activity: email opened, WA replied, call answered, site visit. Your rep always knows who is hottest.
🔄
360° history
Calls, WA, emails, visit notes, ERP orders, after-sales complaints — all in a single record. A sales rep leaving = 0 information lost.
+16 pts
D+30 collections
100%
Central Bank compliance
+35%
Cross-sell
PILLAR 04
📊

ERP — Unified Business Management

Multi-branch balances, auto-reconciled Mobile Money

Mobile Money repayments applied automatically to amortization schedules. 0 manual entry, 100% traceability.

What it changes in practice
📋
Quotes & orders
Catalog with customer-negotiated prices. One-click PO conversion. Electronic signature. Real-time tracking statuses.
📦
Delivery notes
Generated from the approved PO. Offline mobile confirmation in the field. Stock updated automatically upon delivery.
💳
Automatic invoicing
Auto-generated from the approved delivery note. Legal formats. One-click email and WA delivery. Automatic overdue follow-ups.
🏪
Multi-warehouse stock
Real-time management across all your sites. Automatic replenishment thresholds. FIFO or WAC valuation. Offline mobile stocktake.
+16 pts
D+30 collections
100%
Central Bank compliance
+35%
Cross-sell
PILLAR 05
🤖

AI — Insight & Customer Relations

Central Bank compliance, behavioral delinquency scoring

Every repayment promise archived. Hesitation detected in conversations → supervisor alert.

What it changes in practice
📝
Transcription & summary
Every call transcribed in real time. Structured summary: needs, objections, commitments, next steps. Pushed into the CRM with no re-keying.
💡
Sentiment analysis
Customer sentiment analyzed in real time across all channels: positive, neutral, negative, urgent. Discreet indicator for the agent, supervisor dashboard.
🎯
Hot lead scoring
AI detects buying signals in conversations: budget mentioned, urgency, competitive comparison. Score 0–100, automatic alert when threshold exceeded.
🤖
Deflection chatbot
35–55% of contacts handled autonomously: balance, status, FAQ, appointments. Transfer to agent with full context. Continuous improvement through learning.
+16 pts
D+30 collections
100%
Central Bank compliance
+35%
Cross-sell
6 Extended capabilities

Additional modules
tailored to your sector.

📁
EDM & Archiving

Central Bank-compliant credit files, contracts, recordings.

📱
Mobility

Field creditworthiness surveys, offline member file entry.

💬
WhatsApp API

Due date reminders, graduated follow-ups with proof of delivery.

🟦
Teams Direct Routing

Correspondent banking and reinsurer meetings inside Teams.

🧠
Knowledge Base

Collections procedures, Central Bank-compliant scripts.

📣
Campaigns & Surveys

Savings awareness campaigns, member surveys.

Your sector deserves
a platform that understands it.

30 minutes for a tailored presentation for Microfinance / Banking / Insurance — UCC, CRM, ERP, and AI calibrated to your real use cases.