Customer Service
As end-to-end leasing software,LeaseWave stores all information pertaining to a lease at the most detailed level possible.This includes data from all parts of the equipment lease lifecycle, including origination, funding, asset management, booking, servicing, termination, remarketing, etc.When this is combined with quick and easy methodologies for accessing relevant information, customer service becomes powerful. When a customer calls in for information, for example, it is essential to immediately understand which assets it has under lease, where the equipment is located, what the customer’s current A/R position is, which invoices are past due, its previous account history, whether it is a co-lessee on some transactions or a guarantor on a certain equipment lease that is delinquent. LeaseWave has configurable dashboard-driven modules that allow for access to any key information; hotlinks to any reports, customer information and sub-modules can be added as needed to these dash-boards. This allows for a multi-dimensional and 360 degree view of the customer from a single, user-defined console within the application.
Use complex, multi-dimensional search criteria to search and find customers
Configure a service dashboard that provides a comprehensive customer view Add links to dash board to easily launch relevant modules
Run any report off the dashboard to gain customer information Hook into user-defined (client-built) reports as needed
Drill down to information at customer, lease or asset level
Relevant links (customer, equipment lease, or asset-related) become active for each level
Integrate with industry standard fax products
Integrate with other tools such as predictive dialers
Track all comments in one central location
All comments entered by anyone at anytime against a customer is in one place
For ex: Legal, credit, collections, remarketing, etc. are all viewable together
Define any number of departments and comment-types under each department
Control user access to comments by comment-type:
Allow only designated users / user roles to add or edit certain comment types
Restrict certain users / user roles to view-only access to certain comment types
Deny certain users / user roles view access to certain comment types
Store comments against all entities in the system (asset, lease, customer, vendor, etc.)
Follow-ups and reminders can be set up by users or by the system
Each follow-up is tracked all the way through its conclusion
Emails may be automatically triggered to users/user groups as reminders
Tasks can be set up and assigned to users
Generate template-driven letters, notices and other such documents
Trigger generation by system based on criteria being met
Alternatively trigger manually by user
Deliver documents via email
Save generated documents against customer, equipment lease, asset, etc.