Overview
InfoLease was a back-office system for vehicle leasing companies. It brought customer management, quoting, orders, lease applications, documents, invoicing and reporting into one platform, so staff were not moving data between separate tools.
What we built
- Customers and enquiriesManage customers and enquiries in one place, with enquiries allocated automatically to agents.
- Quotes and ordersGenerate quotes quickly and place and track orders for both retail and dealer customers.
- Lease originationInstalment calculations, applications with several parties, contract activation, balance tracking and termination.
- Workflow automationConfigurable workflows, tasks and permissions to match how each organisation operates.
- DocumentsTemplates and mapped data to create and distribute documents throughout the lease lifecycle.
- Invoicing and paymentsInvoices, credit notes and payments, including partial payments.
- ReportingSearchable, filterable reports and statistics for the business.