The most efficient mobile CRM for financial institutions
Take control of your business by moving from unstructured lead management and customer onboarding processes to a structured system.
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LEAD MANAGEMENT
Lead Management
Control the entire lead journey in one app
Process Management
Streamline & automate business roadmaps
Collaboration
A real-time communication channel
CUSOMER 360
Insights
In-depth analytics for smart selling
Integration
Connect all the third-party apps
TRUSTED BY COMPANIES THAT PUT INNOVATION FIRST
Set pre-defined rules based on business use-cases to reduce response time with automated lead distribution and eliminate manual dependencies to boost field agents performance.
Automated lead distribution to improve efficiency & task completion rate.
Effectively close opportunities by tracking and managing multiple sales opportunities to get vital insights in real-time to make smart decisions and prioritise to increase your CLV.
Streamline the entire sales process with a 360° view of the opportunities.
Eliminate the hassle of back-and-forth scheduling visits with an instant calendar to automate and gain real-time visibility into daily visits made by field agents to only focus on selling.
Keep onboarding & visits momentum high & remove scheduling friction from your sales cycle.
Customer Visits
Customer Onboarding
in Lead Demand Generation
in Loan Disbursals
Sell on the go! Manage accounts, close deals & data-driven decisions all in one mobile app
Achieve all the set targets and maximize your team performance with sales campaigns
Build flexible forms & execute refined & faster data collection from custom forms
Provide a single unified experience for your team via merging with all your favourite tools
Capture data from multiple sources and track vital sales metrics in real-time reports
Enable customer 360° to identify cross-sell opportunities to sell more products
This is a detailed guide for the companies to choose the mobile CRM solution best suited for the company needs. Mobile CRM adoption is a dicey journey for many. Many companies have tried it before and have made some errors in the deciding and adopting the right CRM.
White papers, case studies, webinars and other resources to learn more about sales productivity.
Executive Assistant to Executive Director - Ion Exchange