Lease Management
Leverage flexible pricing engine to define relevant commercial schemes
Configure repayment rates, frequencies, loan durations, and down-payments
Pricings for different products, durations, credit-worthiness or geolocations
Set-up your penalty policy and early repayment benefits
Automate notifications with payment reminders and payment due
Implement flexible pricing linked to battery swapping procedures
Sales Funnel Management
Replicate and manage your sales funnel from lead to customer
Define specific stages within your sales process, replicating your funnel
Collect relevant data at each stage
Keep track of where each customer is within the sales funnel
Notify key users to intervene when necessary to drive conversion
Analyse performance
Aftersales Management
Leverage our Task & Ticket system to coordinate field staff and ensure operational efficiency
Predefined templates to assess and treat common repairs or after sales issues
Include advanced data collection with Task & Ticket to guide onsite troubleshooting
Pop-up notifications for mobile users and open ticket visualisations for admins
Track overall operational performance of users, teams and/or stations
Asset
Management
Control and manage all your assets, including batteries at scale
Implement efficient battery swapping procedures at the station level
Track stock movement from HQ to customer and back
Apply advanced repair, repossession and parts management flows
Automatic logging of all events linked to assets for better monitoring
Connect Upya to PayGo ready, SIM card activated and other IOT related devices.
Customer Management
Сategorise customers to allow prospecting activity and sales funnel management
Digitise your onboarding contract with Upya no-code questionnaire builder
Collect customer’s signature, pictures, GPS, etc.
Add credit-worthiness checks and approval steps, or remove them
Track changes with a powerful built-in audit trail
Payment Collection
Collect instalment and one-time payments for loans or battery swaps under any terms
Leverage Upya’s powerful payment Gateway, with 20+ direct mobile money integrations in 10+ countries
Collect & manage cash using robust cash collection and reconciliation features
Use cash limits & multi currency e-wallets
Listen to incoming payments through SMS notifications
Workflow Implementation
Connect field operations to HQ and define, replicate and automate processes
Highly configurable and customisable step-by-step workflow creation
Do-It-Yourself or leverage Upya’s Workflow Builder team and services
Automations or suggestions of next steps
Unlimited number of levels and scenarios within a single workflow
Centralised control for business compliance
Agent Commissions
Implement various commissions schemes for better sales results
Agent based commission schemes
Daily, weekly or monthly cadence
Lump sum or percentage of new sales, payments received or repayment rates
Per product, deal and promotion
Applicable to all agents or a subset of agents
Multiple pricing terms
Promotions, referrals and bundles
Partner management
Tailored configuration
Data collection tool
Powerful analytics and reports
Access to additional modules
Training academy available 24/7
Solibrium-Solar
A distributor of affordable solar products to communities in Western Kenya with 8 years of experience
Depoimento
Melissa
CEO
Solibrium-Solar
A distributor of affordable solar products to communities in Western Kenya with 8 years of experience
Depoimento
Melissa
CEO
