Chit Fund Software in Pune

Manage Master

Add Branch: Create and manage multiple branches of your Chit Fund company.

Add Employee: Register and manage employee details, roles, and responsibilities.

Add Bank: Integrate and manage multiple bank accounts for financial transactions.

Update Password: Secure your system by updating and managing passwords.

Enroll Subscriber: Easily add and manage subscribers to your Chit schemes.

Add Surety: Record and manage sureties provided by subscribers.

Upload Documents: Create and manage multiple branches of your Chit Fund company.

Add Branch: Digitally store and manage important documents for subscribers and employees.

Manage Agent

Add Agent: Register agents and manage their profiles and activities.

Assign Agent: Allocate specific tasks and subscribers to agents.

Agent-Payment Period: Manage and monitor the payment periods for agents.

Agent-Create Payout: Generate and process payouts for agents.

Agent-Withdraw: Manage agent withdrawals.

Agent-Report: Access comprehensive reports, including.

• Voucher Report

• Payment Report

• Commission Report

Chit Group

Add Chit Scheme: Create and manage various Chit Fund schemes.

Add Chit Group: Organize subscribers into specific chit groups.

Open Bidding: Conduct and manage online bidding processes.

Add Subscriber to Chit: Enroll subscribers into specific chit groups.

Replace Group Customer: Replace a subscriber within a group if necessary.

Refund Payment Register: Handle payment refunds for replaced customers.

Subscriber Payment: Manage and process payments from subscribers.

Generate Payment Receipt: Issue temporary payment receipts.

Confirm Subscriber Payment: Confirm or reject subscriber payments.

Delete Subscriber Payment: Remove incorrect payment entries.

Duplicate Print Receipt: Reprint payment receipts as needed.

Assign Cheque: Manage cheque assignments for payments.

Reconciliation Cheques: Reconcile cheques for accurate financial records.

Print and Reports

Subscriber Ledger: Maintain detailed financial records of each subscriber.

Subscriber Cash List: Track cash transactions made by subscribers.

Subscriber Receipt List: Access a comprehensive list of receipts.

Subscriber Payment List: Monitor all payments made by subscribers.

Print Notice/Letter: Generate various notices and letters, such as do not wrap in list.

• Welcome Letter

• Intimation Letter

• Demand Promissory Note

• Receipt & Auction Receipt

Consolidation Reports: Compile financial reports for comprehensive analysis.

Collection Reports: Track and analyze collections.

Total Chit Collection Report: Monitor the running balance of chit collections.

GroupWise List: View subscriber lists organized by groups.

Outstanding Reports: Identify and manage outstanding payments.

Prized Payment List: Track payments made to prized subscribers.

Auction Details: Access detailed records of all auction activities.

Dividend Reports: Generate reports on dividends distributed to subscribers.

Cheque Report: Track cheque payments and statuses.

Cash Report: Monitor all cash transactions.

Pending Installment: Identify and follow up on pending installments.

Pending Installment List: Access a comprehensive list of pending payments.

Receipt List Summary: Summarize all receipts for easy reference.

Consolidation Report: Generate consolidated financial reports.

Foremen Commission: Track commissions earned by foremen.

Prized Payment List: Manage and monitor prized subscriber payments.

Receipt Report: Summarize receipt data for accurate record-keeping.

Auction

Auction Intimation: Notify subscribers about upcoming auctions.

Generate Auction: Create and manage auction events.

Prized Subscriber Payment: Handle payments to subscribers who win auctions.

Defaulter List: Identify and manage subscribers who default on payments.

Accounting

Create Group: Organize subscribers into financial groups.

Create Ledger: Maintain detailed ledgers for financial transactions.

Subscriber Ledger: Keep track of individual subscriber payments.

Receipt: Manage receipt entries.

Payment: Process payments and maintain records.

Day Book: Track daily financial transactions.

Trial Balance: Ensure that financial records are balanced.

Balance Sheet: Maintain a balance sheet for financial health monitoring.

Profit & Loss A/C: Track profit and loss for financial analysis.

Receipt and Payment A/C: Manage detailed accounts of receipts and payments.

Receipt Entry Details: Maintain comprehensive details of all receipt entries.

Surveillance

User Logon Details: Monitor and track user login activities.

Branch User Rights: Manage access rights for branch users.

Staff Active/Deactivate: Control staff access by activating or deactivating users.

Auto Time Login: Automate time-based login restrictions.

Communication

Compose Mail:Send emails to branch subscribers.

Send SMS:Send SMS messages to any customer, including promotional messages.

Settings

Company Profile: Update company details.

Upload Company Logo: Customize the software with your company’s logo.

Mobile Application Download: Provide easy access to your mobile application.

Pigmy

Pigmy Against Scheme: Manage pigmy deposits against specific schemes.

Fixed Pigmy: Handle fixed pigmy deposits.

Non-Fixed Pigmy Payment: Manage payments for non-fixed pigmy deposits.

Fixed Pigmy Collection Report: Generate collection reports for fixed pigmy deposits.

Non-Fixed Pigmy Collection Report: Generate collection reports for non-fixed pigmy deposits.

Pigmy By User: Track pigmy collections on a user basis.

Customer Panel

Profile: Allow customers to view and update their profiles.

Online Bid: Facilitate online bidding (Bid Tender) for customers.

Installment Details: Provide detailed installment information.

Auction Details: Share auction details with customers.

Subscriber Ledger: Allow customers to view payment details in their ledgers.

Compose Mail: Enable customers to communicate directly with admin via email.