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NLP Leasing provides swift and personalized leasing
solutions, ensuring quick approvals and streamlined
processes to help businesses secure equipment faster.
With flexible terms and competitive rates, NLP Leasing
enables businesses to focus on growth while they
handle the leasing process efficiently
Multiple months of backlog due to offline billing, invoices, manually tracked payments and inefficient bookkeeping
Manually matching payments to loans leading to high manpower cost and ineffective customer support.
Non-integrated customer onboarding processes driving longer loan processing times
Localized customer data management through MS Excel and MS Outlook
Teams working in silos and manual documentation and record keeping for loans
Inefficient and manually created reports for banking reporting and compliance
Data to be collected from multiple sources to make reports, leading to increased hours in production
Multiple man-hours spent in daily operations, blocking resources that can be utilized towards business growth
Non-centralized record keeping requires collaboration between team members on a regular basis, but takes more time
Synchronized Loan Management in Zoho CRM alongside Bookkeeping in Zoho Books allows for efficient tracking of loan payments
Automated workflows reduced man-hours spent on redundant tasks such as matching invoices and loans to payments received
Default management systems allowed the team as well as customers to be notified of failed payments, revising the loan schedule and initiating recovery procedures
Centralized data in CRM allowed all teams to access customer data, synchronizing marketing with lead conversion and validating loans
Local and offline data is no longer required, removing the presence of duplicates
Cross-functional collaboration was made possible
Automated documentation for all records, connected with customercommunications
Live Analytics allows for custom report development, helping NLP Leasing with banking and compliance reporting requirements
Centralized data allows one-click report generation, tracking of data errors and loan profitability for business, while reducing man hours and cost of reporting
With automated Customer and Loan Management, NLP Leasing teams are now available to plan for more products, financial services and improving customer support
Better collaboration between team members through highly accessible Zoho apps allows for visibility into business performance and planning for business growth and scaling
Book a complimentary consultation today to explore how our tailored solutions can streamline your operations
Run your entire organization with 45+ integrated apps — sales, marketing, finance, HR, and operations, all connected in one powerful suite.
Zoho Books — your all-in-one cloud accounting platform.Close deals faster and build lasting relationships with Zoho CRM.
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Whether you’re seeking to streamline your operations, enhance efficiency, or secure your data, our team at Automate Accounts is dedicated to provide personalized, cutting-edge solutions tailored to your business needs. Get in touch to discover how we can elevate your business to new heights
285 Taunton Rd E, Oshawa, ON- L1G 7L1, Canada
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Automate Accounts specializes in bookkeeping and
automating business processes, enhancing efficiency,
and growth for service businesses across North America.
285 Taunton Rd E, Oshawa, ON-L1G 3V2, Canada
