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For microfinance and lending teams

Centre meeting reports, done by phone

After the centre meeting, the officer calls or sends a voice note. PeopleG asks about the collection, who was absent, and the follow-up, in the language they speak.

What one 3-minute call captures

Centres held4 of 4
Collected₹18,400
Members absent3
Follow-ups2
New requests1

Sample data

What the officer says, and what you get

The call, in Hindi (English shown below)

आज किस सेंटर की मीटिंग हुई?
Which centre met today?
वार्ड 4, शाम की मीटिंग।
Ward 4, the evening meeting.
कितना कलेक्शन हुआ?
How much was collected?
अठारह हज़ार चार सौ।
Eighteen thousand four hundred.

The row in the branch collection note

CentreWard 4
MeetingEvening
Collected₹18,400
Absent3 members

Heads-up: three members were absent. The note lists a follow-up.

The amount is what the officer said. PeopleG does not invent a figure. Sample data.

The same evening

A collection note the branch can read tonight

Each meeting becomes a row: centre, amount collected, who was absent, and the follow-up. The branch manager sees which officers have not called.

This is the officer’s report. It is not a cash confirmation and not a credit decision.

Centre meetings · 13 Oct (sample data)
CentreCollectedAbsentFollow-upOfficer
Ward 4₹18,4003YesCalled
Ward 7₹12,0000NoCalled
Nagar 2₹9,6001YesCalled
Ward 1———Not yet

Why officers keep using it

No double work

The call replaces the paper form and the app. The officer does not fill the same thing twice.

About 3 minutes

The questions stay on today’s centres, so the call stays short.

Their own language

They answer in the language set for them. Hindi and Hinglish are two of twelve.

Weak network is fine

A normal phone call gets through where app data would not sync.

Free download

Centre meeting sheet (CSV)

The same columns PeopleG fills. The file is a CSV. Open it in Excel or Google Sheets.

Microfinance questions

Does it work with the sheet the branch already uses?

Reports can go into a Google Sheet when you connect one. An Excel file and a webhook are not sending yet.

Will it get centre names right?

Upload your lists. PeopleG matches what was said to those names. A name or a quantity that was not said is left empty.

Can a manager read what was said?

The transcript is on the report. Playback works while the call provider still has the recording. PeopleG does not keep its own copy.

Does it confirm the cash?

No. It writes the amount the officer said. It does not count cash or decide a loan.

Get tonight’s collection notes by phone

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