To grow your business safer...
CRM
Opportunities management
Identify and manage new opportunities in an integrated and effective manner
Visit planning
Organize and optimize clients/prospects visiting from scheduling to field representative routes.
Visit report generation
Optimize the management of clients/prospects visiting through documentation.
Purchase flow management
Register products catalog, check stock availability, note purchase orders, and track purchase status ordered by field representatives.
Radar
Marketshare Analysis
Cross-map the market mapping in the areas of operation with your portfolio for analysis of strategic actions.
Campaign Planning
Discover producers and farms, as well as have a pre-analysis of risks and potential of the region to plan commercial campaigns accurately.
Structured visit records
Structure the field consultant's visit report to obtain actionable insights in the commercial and credit cycle.
Inspector
Background and restrictions
Verify the identity of the grower and ensure that they do not have a history of legal proceedings or legal disputes that may hinder the credit concession through complete information on protests, credit bureaus, registration data, and judicial search in all courts.
Asset evaluation
Enhance the identification of rural properties with automatic search for owned areas and an unprecedented tool that empowers the credit area in identifying leased areas.
Productive profile and cash generation capacity
Evaluate the past of the properties and reconstruct the history of up to 10 harvests with super-precise analysis of the cultivated area and estimates of agricultural production. Identify any financial problems of the producer, understand the financial indebtedness in Sisbacen, and open CPRs to assess the grower's ability to comply with their obligations.
Agricultural risks
Identify possible agricultural risks by evaluating the characteristics of the properties and regions to which the credit will be designated, such as weather conditions and water stress to identify crop failures in the last harvests and agricultural suitability based on the predominant soil type.
Infrastructure
Unprecedented functionality of automatic extraction of IRPF to verify if the producer has the necessary resources to operate the harvest, such as agricultural machinery, implements, installations, and other information.
ESG
Consolidated ESG view of your grower customer portfolio
Simplified analysis for tactical actions
Automatic issuance of certificates and verification of restriction lists
Embargoes and debts: IBAMA, LDI PA, SEMA-MT, Employers' Registry (dirty list).
Deforestation and authorization information
PRODES, DETER, and IBAMA's forest suppression authorizations.
Workflow
Governance of the lending process
Integrate the entire workflow, from filling out the registration form to credit approval and receipt, to optimize the process and ensure efficiency.
CRM
Gerenciamento de oportunidades
Identifique e gerencie novas oportunidades de maneira integrada e eficaz.
Planejamento de visitas
Organize e otimize visitas à clientes e prospects, do agendamento até as rotas do RTV.
Emissão de relatórios das visitas
Otimize a gestão de visitas a clientes e prospects por meio da documentação das visitas.
Gestão do fluxo de compras
Cadastre o catálogo de produtos, consulte a disponibilidade em estoque, registre pedidos de compras e acompanhe o status das compras feitas pelos RTVS.
Integration with the field team
Digitally connect the field team through the application to register new customers, send documents and credit requests, following the established credit policy.
More automation, less work
Platform integrated with Inspector to avoid rework when filling out data that has already been identified and analyzed automatically.
Rating
Customizable parameterization
Define elimination criteria, weights, and build the Rating and Score according to your policy.
Automation and integration with the Workflow
Use data from the proposal form to calculate automatically.
Calculation of clean limit (pre-approved) and proposal
Reduce approval time for smaller requests with pre-approved limit calculation.
Financing
More sales
Quick response credit to ensure more sales
Less working capital requirement
Sales with off-balance sheet credit to preserve cash.
Transparency
End-to-end monitoring of credit assignment.
Agreements
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Custom document creation
Personalize your documents using templates, an auto-fill tool, and post the sketch design in the platform.
Signature gathering
Efficiently and safely integrate signature gathering within the platform, easily sending via WhatsApp or email.
Document registration
Track and manage registrations effectively and diligently through the platform's tools.
Involvement of legal department
Get the legal department into the process through a document checklist and a dedicated platform environment for legal compliance analysis.
Monitor
Centralized view of the operation portfolio
Segmentations by risk and term. Average maturity terms, rates, and aging analysis.
Real-time monitoring of operational risk
Alerts for pests, monitoring of planting stages - sowing, emergence, harvest, analysis of abnormal development of plots by remote sensing. Productivity offenders and deterioration of the grower's profile.