Proemex Socio is the official management tool designed for our commercial partners and associates to efficiently manage their client portfolio, collections, and renewals.
With a clean and intuitive design, the app allows you to prioritize daily tasks and keep your business operations up to date in real time.
Key Features:
• Daily Dashboard: Track at a glance today's renewals, high-risk accounts, and new leads.
• Active Clients: View and organize your client portfolio status based on subscription state (Up to date, Due soon, Overdue).
• Payment Registry: Record and confirm manual payments (bank transfers, QR codes, or cash) for quick reconciliation.
• Key Reminders: Keep a clear agenda of scheduled commercial activities to never miss a payment reminder or plan confirmation.