CrediZap Empréstimos

Author Evaldo MendesTotal Visits 10Visits in 7 Days 0

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Loan tracking dashboard with WhatsApp payment reminders

CrediZap is a browser-based management panel for small lenders and collectors. It keeps a client register with WhatsApp phone numbers, records loans with principal, profit and due dates, and tracks full or partial payments. The dashboard summarizes clients, amounts lent, expected profit, received and outstanding balances, active and overdue loans and those due within seven days. A WhatsApp section builds ready-to-send loan, due, collection and receipt messages, while reports aggregate results by week, month, custom period or individual client, and settings let you edit the company data and message templates.

Highlights

Client records

WhatsApp contacts

Loan tracking

Principal and profit

Payment ledger

Partial payments

Live dashboard

Profit and balances

Flexible reports

Weekly and monthly

Message templates

Ready WhatsApp texts

How to Use

Register a client
Open the Clientes section and press the register-client button. Fill in name, WhatsApp number, document, address and notes, then save. The new client appears in the table with the number of loans, amount receivable and overdue count, and can be searched by name, phone or document.
Create a loan
Go to Empréstimos and press the new-loan button. Choose the client, enter the lent amount and the profit, then set the loan date and due date. Saving records the loan with its total to pay and status Ativo, and opens a WhatsApp message preview so you can send the confirmation text or copy the wa.me link.
Register payments
In the loan list press the pay button on a row. The payment form shows the remaining balance and a prefilled received value and date. Confirm to record the receipt; the status updates to Pago or Parcial, the remaining amount recalculates, and the dashboard and reports reflect the received total.
Review and message
Open Relatórios to choose weekly, monthly, custom period or per-client reports and switch between loan date and due date. Use the WhatsApp section filters to queue overdue, active, partial or paid clients, preview one of the four message templates, and send it or open it in WhatsApp.