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Centralise your account data to optimise team collaboration.

Access account information, transaction data and billing documents in a single platform for real-time visibility and task management, ensuring all work is assigned, prioritised and completed.

Real-time data

Gain centralised visibility into every trade account and its financial status.

View trading terms, credit limits, available balances and the payment status of each account in the platform, empowering your team with real-time decision making, to minimise business risk.

Real-time account data in the Opypro account management module
Task management

View and assign open tasks to manage daily priorities

Manage open, pending and completed tasks assigned to different team members. View by category, date received and due date to prioritise team output. Delegated access to call lists and notes optimise collaboration.

Task management view in the Opypro account management module
Credit controls

Elevated financial controls with automated workflows

Monitor credit limits in the platform with an easy edit function. Automated flags provide an alert for accounts nearing their credit limit, or action account blocking when they are exceeded.

Credit controls in the Opypro account management module
Business account portal

Provide the convenience of a 24/7 dedicated portal for easy access to account information

Business accounts can access invoices and statements, update account details and manage tasks, all within a self-service portal, reducing inbound requests for your team.

Business account self-service portal in Opypro
Why Opypro

Save time by empowering your customers to manage their Opypro experience.

24/7 Business Buyer Portal

Automated workflows

Prioritise task management

Improve financial controls

Real-time visibility

Centralised data

Ready to explore the value of Opypro?

Speak to the Opypro team and learn more about streamlining your credit management processes.

Book an introduction meeting
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