In emerging markets, companies require robust tools for Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Loan Management Systems (LMS). Upya’s platform meets these needs by enhancing field operations in the Global South. With ERP, CRM, and LMS integration powered by workflow automation, Upya offers improved coordination and efficiency.
What customers need in ERP, CRM and LMS.
ERP
To support profitable growth, companies require ERP systems integrating manufacturing, supply chain, logistics, and financial operations. Here’s how Upya’s ERP tools meet these needs:
Manufacturing Resource Planning (MRP)
This system manages the materials essential for production, ensuring availability to meet targets aligned with business objectives.
With Upya’s MRP system clients can prepare manufacturing processes before field distribution, issue purchase orders and track unit costs for comprehensive economic oversight.
Supply Chain & Logistics
This module oversees sourcing, warehousing, inventory, and distribution, meeting demand while keeping optimal stock levels. Upya’s inventory solution tracks stock from warehouses to end users and controls team access by role.
Financial Planning
Integrates cost centers, product costs (COGS), and sales, aligning Financial Planning & Analysis (FP&A) with Sales & Operations Planning (S&OP) to drive profitability. Upya´s analytics feature provides interactive dashboards with insights into sales, financials, risk, and asset management. Customers can download data, preview insights, or connect via API to tools like Power BI, Xero, and QuickBooks.
CRM
In CRM, companies need tools for managing the customer lifecycle, enhancing support, and increasing revenue through repeat purchases and cross-selling. Core CRM features include:
Customer Lifecycle Management
This feature tracks every stage of the customer journey, using KYC data to enhance onboarding, conversion, and retention. Upya´s data collection tool digitizes KYC and captures field data for efficient onboarding.
Customer Support
Organizing and automating support requests is key to maintaining satisfaction. Upya´s ticketing system manages field requests, replicates after-sales tasks, and allows task assignment for on-the-ground operations, streamlining support and response times.
Repeat Purchases & Up/Cross-Selling
This feature automates notifications and offers based on customer behavior, increasing revenue. Upya´s bulk SMS automation saves time and enhances the customer experience by maintaining a personalized approach.
LMS
For LMS, companies need flexible loan management tools to monitor repayments:
Flexible Loan Configuration
Every LMS should allow varied repayment rates, loan durations, and down payments. Upya´s loan management system offers a customizable pricing engine, enabling tailored pricing options based on product, customer creditworthiness, or geolocation.
Automated Payment Tracking
Integration with multiple payment methods mobile money, bank transfers, and cash and ensures seamless repayment monitoring, minimizes errors, and facilitates timely collections. Upya provides a robust payment gateway with 20+ mobile money integrations in over 10 countries, facilitating cash management through features like multi-currency e-wallets.
Analytics & Reporting
Comprehensive reporting tools are critical for tracking loan performance and repayment metrics. Upya allows precise monitoring of transactions and debt management, with features like repayment schedule visualization, late payment alerts, and portfolio health checks.
Enhancing field team coordination by automating workflows across ERP, CRM and LMS.
Field operations in the Global South often depend on efficient field team management. Workflow automation and digitization enable companies to scale effectively, minimize human errors, and focus on profitability—all crucial for impactful success in these rapidly changing markets.
Upya’s automation capabilities are meticulously crafted to address the logistical and operational challenges in the Global South. These tools replicate essential field processes, seamlessly coordinating operations and increasing productivity by digitizing repetitive tasks, allowing companies to overcome connectivity issues and operate more efficiently.
