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Corefactors is a purpose-built sales and customer engagement CRM for microfinance team— with a mobile app for field visit tracking. It complements — not replaces — your clinical systems like EMR, HMS, or LIMS.
Straight from conversations with MFI teams in Accra and Kumasi not hypothetical scenarios.
The lead goes cold, finds another lender, and you only hear about it when they call to complain.
Response goes out in minutes — even at 2am — with zero manual effort.
High performers and underperformers are invisible. Problems surface only when a borrower complains.
Managers spot bottlenecks and underperformers before deals are lost.
Nobody sent a reminder. A qualified borrower disappears because the process stalled on paperwork.
Document requests, KYC prompts, and repayment reminders happen on schedule, automatically.
We're active in Ghana's financial services community via our local partner IPMC. Local support. Real implementation. Not a remote helpdesk.
Members: GAMC · GAPSU
From enquiry to collections and renewals, Corefactors orchestrates every workflow, approval, customer interaction and repayment process.
Capabilities built around the real operational needs of microfinance and S&L teams in Ghana not generic CRM features with financial labels slapped on.
Follow up with applicants on Ghana's #1 channel. Automated welcome messages, document reminders, and stage updates sent directly from the CRM — tracked in full.
Running Facebook campaigns for your MFI? Every lead lands in Corefactors within seconds — no manual export, no copy-paste, no delay before the first follow-up.
Every follow-up call is logged automatically. Run missed-call-to-callback campaigns — a proven low-cost lead gen channel for Ghanaian MFIs — with auto-assignment the moment a missed call lands.
Fully configurable stages from enquiry to disbursement. Add your own stage names to match exactly how your MFI or S&L processes loans in Ghana.
Document deadlines, repayment reminders, and renewal alerts via SMS — even for applicants without WhatsApp. No manual sending, no missed deadlines.
Loan officers check in via the Corefactors mobile app, log visit outcomes, and share location-verified proof with managers — even in low-connectivity areas.
Call volumes, follow-up rates, and conversion per officer in real time. Spot top performers and identify where support is needed — before a borrower is lost.
Distribute new applicants by branch, workload, or geography automatically. No manager manually routing leads every morning — the system handles it.
EMI monitoring, bounce alerts, and automated escalation sequences for overdue accounts. Risk-segment your portfolio and run targeted recovery campaigns with a click.
Most MFI teams in Ghana are evaluating Zoho or continuing with their WhatsApp + Excel setup. An honest comparison:
| Feature | Corefactors | Zoho CRM | WhatsApp + Excel |
|---|---|---|---|
| Setup time for MFI team |
1 day
|
2–6 weeks |
Already using it
|
| WhatsApp Business API (native) |
Built-in
|
Add-on required
|
No tracking
|
| Loan applicant pipeline stages |
Configured for MFIs
|
Generic, heavy setup
|
None
|
| Facebook Lead Ads integration |
Native
|
Available
|
Manual copy-paste
|
| Field visit & collections workflow |
Included
|
Not available
|
None
|
| USD pricing |
From $10/user/month
|
From ~$14/user/month
|
Free — but deals leak
|
| Local Ghana support |
Via IPMC Ghana
|
Remote only
|
None
|
1 day
Already using it
Built-in
Add-on required
No tracking
Configured for MFIs
Generic, heavy setup
None
Native
Available
Manual copy-paste
Included
Not available
None
From $10/user/month
From ~$14/user/month
Free — but deals leak
Via IPMC Ghana
Remote only
None
Microfinance and Savings & Loans companies in Ghana are increasingly using cloud-based CRM tools like Corefactors to manage loan applicants, automate follow-up via WhatsApp and SMS, and track loan officer performance. Corefactors is purpose-built for high-volume financial services teams and requires no IT team to set up. Most MFI teams in Accra and Kumasi currently manage their pipeline in WhatsApp groups and Excel — Corefactors replaces both.
Corefactors captures every loan application — whether it comes via WhatsApp, Facebook Lead Ads, or a website form — and assigns it to a loan officer automatically. From there, the officer tracks the applicant through every stage from enquiry to disbursement, with automated WhatsApp and SMS reminders at each step. Managers see the full pipeline in real time without asking officers for manual updates.
Yes. Corefactors has native WhatsApp Business API integration. Loan officers can communicate with applicants directly from the CRM, and automated WhatsApp messages can be triggered at each stage of the loan pipeline — welcome messages, document request reminders, KYC prompts, and disbursement notifications. This reduces manual follow-up to near zero.
Yes. Corefactors is designed for small and medium financial services teams — from a single-branch S&L with 3 loan officers to a multi-branch microfinance institution with 50+. Pricing starts from $10 per user per month in USD. There is no minimum contract, no IT setup required, and your team can be live within one day.
Corefactors is simpler to set up than Zoho and is specifically configured for financial services pipelines out of the box — you don't need a Zoho partner to spend weeks customising it before your team can use it. Corefactors also includes WhatsApp Business API natively, which Zoho treats as an add-on. Critically, Corefactors has a local presence in Ghana through IPMC, so your team has a local implementation partner who understands the Ghanaian MFI market — not a remote helpdesk.
Join microfinance teams in Ghana who've moved from WhatsApp chaos to a clean, automated pipeline.
Setup in 1 day. Pricing in USD.
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