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About Credito Pratico

Credito Pratico is a financial management software from Atual Sistemas that provides user-friendly solutions for managing credit. It combines +10 mil usuários satisfeitos, Planos que cabem no seu bolso, and +150 colaboradores capacitados so users can access reliable financial tools tailored to their needs. The platform prioritizes segurança e confiabilidade, ensuring that sensitive information is protected. With its extensive user base and a dedicated team of trained professionals, Credito Pratico delivers effective support and resources for both individuals and businesses. Key capabilities: user satisfaction flexible plans trained collaborators security features reliable performance Best for: individuals and businesses that need effective financial management solutions.

Credito Pratico Details

Vendor
Atual Sistemas
Year Launched
Location
Rua Lauro Linhares, 88 - Trindade, Florianópolis - SC, 88036-000, Brazil
Deployment
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
Portuguese, Spanish, English.
Users
Manager, Team Leader, Sales Representative, Customer Support Agent
Industries Served
Financial Services, Banking, Insurance
Tags
Financial CRM, Credit Management, Customer Relationship Management, Finance, Loans, Banking, Credit Analysis, Debt Collection

Credito Pratico's In-App Market Place

Does Credito Pratico have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

4

Mini Apps

1. WhatsApp Integration: Allows users to send messages and notifications to customers directly through WhatsApp.

2. Document Management: Enables users to organize and store all customer-related documents in one central location within the CRM software.

3. Email Marketing Automation: Automates the process of sending targeted marketing emails to customers based on their behavior and interaction with the CRM system.

4. Social Media Monitoring: Allows users to track and analyze customer interactions on various social media platforms directly through the CRM software.

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

BRL (R$), USD ($), EUR (€)

Pros & Cons

  • Streamlined customer relationship management for financial institutions
  • Easy access to comprehensive client data and financial histories
  • Automation of manual tasks such as data entry and report generation
  • Enhanced security features to protect sensitive client information
  • Integration with other financial software systems for seamless data sharing between departments
  • Limited customization options for specific business needs
  • Steep learning curve for new users, especially those with limited tech experience
  • Occasional glitches or bugs that can disrupt workflow
  • Lack of integration with other popular financial software platforms
  • Customer support response times can be slow

Credito Pratico's Support Options

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