Post Office Agent Software Add-Ons

Post Office Agent Mobile App for DOP Agents

  • Submit Lot to DOP Agent Portal: Submit RD Lots to DOP Agent Portal within 10 seconds without login to DOP Agent Portal. Reference number will be generated with Lot PDF which can be directly printed or shared through WhatsApp or can be sent to your email.
  • Offline connectivity: You can prepare RD Lots offline when you do not have internet connection. Once your mobile is connected to internet, Lots will be submitted automatically to DOP Agent Portal.
  • Auto Submit repetitive Lots every month: You need not to prepare and submit RD Lots every month. You can submit repetitive Lots automatically and new reference number will be generated with Lot PDF.
  • Sync/Update Account Data: Account details can be downloaded from DOP Agent Portal. Also, account details for all postal schemes (RD and SAS) can be downloaded from Post Office Agent Software.
  • Make RD Collection: Maintain all RD collections in single tap which eliminates the need to maintain collection diary or registers to maintain collections. You can collect any amount which can be daily/weekly/monthly/advance. There is also an option to send SMS to your client for Cash Collection receipt.
  • Generate Commission/TDS Reports: You can view Summary and Detailed Commission/TDS reports based on Lots submitted to DOP Agent Portal.
  • Send SMS Notifications: Send account open, account maturity, current balance, deposit and collection due SMS notifications to your clients to keep them engaged and delighted.
  • Dashboard: View complete portfolio overview with easy to understand and powerful dashboard with account summary, maturity summary, collection due and deposit due. You can view 1st half and 2nd half summary for RD accounts.
  • Plan Presentation: Prepare plan presentation and share it with client with detailed calculation and benefit details. This will attract more investment and helps DOP Agents grow business.
  • Sharable Account Details: Share account details with collection report, extension advice and extension table so as to attract client to reinvest or stay invested.
  • Search any account: Search any customer or account data or collection using short code/name/mobile/account number with just one tap and save your precious time. A DOP agent doesn't have to browse through registers anymore when a RD customer asks about how much he has paid or pending to be paid.
  • 40+ Reports: Presenting 40+ reports including Account open, maturity, collection ledger, customer portfolio, investment portfolio, commission/TDS reports and many more which helps dop agent to keep track of all accounts and customer portfolio with a single tap on mobile.
  • Maintain SAS Schemes: Maintain data of all SAS schemes (MIS, KVP, NSC, TD, SCSS). Also, prepare and share Plan Presentation for SAS schemes with customer.
  • Latest Postal News: View latest postal news and rules to keep yourself updated.

A DOP agent can manage and grow business using our Post Office Agent Software and Mobile App without ever having the need to login to department of post agent login portal.

You can also download our desktop application from our website:
Get it on Google Play

KYC/Account opening form utility

  • Store all KYC data with CIF No, Aadhaar, PAN, Birth Date etc.
  • Upload PAN, Aadhaar, License etc. documents
  • Generate KYC form
  • Generate Account opening form with KYC
  • Generate ECS Mandate form
  • Add on Charges: Rs. 500/-

SMS Facility

  • You can send following 9 types of Messages:
    • Account Open
    • Account Deposit
    • Account Maturity
    • Current Balance
    • Collection Due
    • Deposit Due
    • Birthday
    • Anniversary
    • Festivals
  • SMS Credit: 2000
  • Validity: 1 year
  • Add on Charges: Rs. 500/-

Cash Collection Machine Features Cash Collection Machine Receipt
  • This utility is integrated in Post Office Agent Software. You don't have to make collection entry manually
  • It carries 1 year company warranty
  • Wide network of service stations for sale after services
  • Demo Video available in Live Video section
  • Add on Charges: Rs.12000/- (Wholesale rate)