Learn more about The Exceptional Assistant

TEA’s core modules:

Client

Business

Loan

Project

Custom Report Builder

Rolodex

Calendar

Additional Modules

Project Module

Many microfinance organizations run additional programs to assist entrepreneurs and youth over and above their regular lending practices. The Project module was added to TEA to assist organizations in tracking and administering these initiatives as well as other Community Economic Development projects.

TEA’s Project module boasts such features as:

General project information details, including activity type, multiple status levels, and project contacts
Mandate and complete results tracking
Budgeting and expense tracking
Full contact management system including appointment scheduling
Ability to associate external files to project (Adobe® PDF, Microsoft® Office Word, Excel etc.)
Detailed reports for contacts, budgeting, revenue, partnerships and task allocation etc.
Many user-defined fields for customization of tracked project-related information

Additional features provide you with the ability to:

Create custom relationships
Associate project or training participants with a project or training program
Record partner financial and in-kind contributions
Assign multiple tasks to project partners

TEA’s core modules: Client Business Loan Project Custom Report Builder Rolodex Calendar Additional Modules

Project Module

TEA’s Project module boasts such features as:

Additional features provide you with the ability to:

TEA’s core modules:

Client

Business

Loan

Project

Custom Report Builder

Rolodex

Calendar

Additional Modules