Ridsys CRM
Customer & Operations Platform
Ridsys CRM helps organizations manage customers, billing, workflows, and lifecycle operations across finance and healthcare — with security, scalability, and auditability built in.
CRM overview
Customers · Billing · Workflows
Finance CRM
Healthcare CRM
System status
What Ridsys CRM does
- • Centralized customer and account management
- • Billing, invoicing, and payment tracking
- • Workflow automation and approvals
- • Role-based access for admins, clients, and operators
- • Reports, audit logs, and operational dashboards
Who it’s for
- • Finance and billing teams
- • Healthcare operations & compliance teams
- • Field operations and service desks
- • Enterprises needing audit-ready CRM systems
Core CRM Modules
Customer Management
Unified customer profiles with history, documents, status, and lifecycle tracking.
Billing & Invoicing
Inward/outward products, invoices, payments, balances, and printable bills.
Workflow & Approvals
Configurable workflows for finance, healthcare, and operations teams.
Reports & Dashboards
Operational, financial, and compliance reports with export support.
Role-Based Access
Admin, client, and operator roles with granular permissions.
Security & Compliance
Designed with audit trails, access logs, and compliance readiness.
Finance CRM Capabilities
End-to-End Financial Operations
Ridsys Finance CRM is designed for institutions managing loans, billing, subscriptions, and customer payments at scale. It centralizes financial data while maintaining accuracy, traceability, and compliance.
- • Customer accounts with financial history
- • Loan, EMI, and installment tracking
- • Delinquency and overdue payment monitoring
- • Automated billing cycles and statements
- • Ledger, balance, and reconciliation reports
Common Use Cases
- ✔ NBFC & lending platforms
- ✔ BHPH (Buy Here Pay Here) dealers
- ✔ Subscription-based services
- ✔ Multi-branch finance operations
- ✔ Audit-ready financial reporting
Healthcare CRM Capabilities
Patient-Centric Operations
Ridsys Healthcare CRM streamlines patient engagement, operational workflows, and billing processes while ensuring privacy, access control, and regulatory alignment.
- • Centralized patient records and history
- • Appointment and visit management
- • Billing, invoices, and insurance tracking
- • Secure document storage and access logs
- • Operational and compliance reports
Ideal For
- ✔ Clinics and hospitals
- ✔ Diagnostic centers
- ✔ Healthcare service providers
- ✔ Multi-location healthcare groups
- ✔ Compliance-focused organizations
Compliance, Security & Governance
Audit & Traceability
Complete activity logs, approval trails, and historical data access across finance and healthcare operations.
Role-Based Security
Granular permissions for admins, staff, and external users to ensure controlled access.
Compliance-Ready
Designed to support financial audits, healthcare regulations, and enterprise governance standards.
See Ridsys CRM in action
Launch the CRM or talk to our team to tailor it for your organization.