Chit Fund software PPT

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eChitFund Software
By www.eChitFundSoftware.in
Web-Based application designed developed in PHP, MYSQL.
PHP : Programming Language
MYSQL : Database
Smarty : HTML Templates
Apache : WebServer.
About eChit
Centralizes System : You can install it on a centralize server and
then you can access it from different branches
System has two separate independent modules
1) Subscriber Portal
2) Administrative Portal
Subscriber Portal : It is subscriber dashboard / account which you can integrate with your
website. You can give online access to your subscribers. so subscribers can see payment
history, due payment, next auction details and to make online payment.
Subscriber Portal
New Subscriber : New member can fill & submit Member Registration Form online.
Existing member : Login go to Subscriber Dashboard
1. Group Section
2. Payment Section
3. Communication section
1.
Group Section : Current Chits/Groups, Auction Details
2.
Payment Section :
1. See their payment history,
2. Check for payments due,
3. Make due payments Online
3.
Communication Section :
1. See messages from staff/admin,
2. Send message to staff
Administrative Portal : eChitFund is a complete ERP solution to manage chit fund
business. This section will be managed by your Office Staff / Employee/ Admin.
•Branch management :
•Multi-branch Support & Centralize System (CORE Banking system)
•Subscriber Management:
•Detailed Subscriber Registration : Name, Home & Office Address, Phone,
Nominee Details. Photo, ID Proof, address proof.
•Auto generated subscriber ID (e.g: TRV34)
•Subscriber card to customer
•Agent / Introducer management system
1. Maintain agents in hierarchical Structure like Rel-Manager on top and then you
can have agents under it.
2. Calculates Commission & Incentive of Agents Rankwise
3. Keep the track of Payable, Given and Pending Commission
•Collection machine integration
1. Daily collection can be done with machines,
2. Generate and give onsite receipt to subscriber,
3. Save time and data entry affort's.
4. eChitFund is totally integrated with BALAJI collection machine.
Group Management
1.Form in hands list / Statistics Report
2.Group members : Add new member, Defaulters , Substitute
3.Intimation Letters / Intimation SMS
4.Chit Prize management
Subscription payment Management
1.Maintain all cheques & cash transactions
2.Cheque Follow-up through Bank reconciliation system.
3.Single payment for multiple groups
Standalone easy accounting & XML Export :
1.Stand alone accounting module that includes
1.Receipt Voucher & Payment Voucher ,
2.Accounts , Day Book , Cash Book, Bank Book ,
2.Export accounting data to some software like tally.
Privilege wise user management
1.Can allow access to certain part of software to certain users only.
2.Set Branch wise users
Within system communication
1.Staff Communication : Staff Can send message to branch manger .
2.You can also send customized SMS’s and emails to subscribers like
Birthday SMS, last date of payments, Payment receipt confirmation.
Reports for MIS
Comprehensive, flexible and user-friendly reports, s
1.Daily Transaction Report
2.Closing Report
3.Consolidation Report
Lien Confirmation Report.
THANK YOU
by:
www.eChitFundSoftware.in
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