Manage leads and customer visits

with mobile banking CRM

Streamline your retail and corporate banking with an effective lead and opportunity management solution. Enhance customer experience via prioritising key experience drivers across the entire journey and maximise sales efficiency.

Or try 14 days free trial with no cost, contact us

CUSTOMER MANAGEMENT


Customer 360

Turn conversation into a relationship with data

Upsell & Cross-sell

Manage loans & manage multiple product cycles

Engagement

Automatic communication with customers via SMS

PRODUCTIVITY


Insights

Real-time performance insights for self and team

Campaigns

Create and assign targeted sales campaign

TRUSTED BY COMPANIES THAT PUT INNOVATION FIRST

Reduce errors, own & operate with

Process Management

Use automated business roadmaps to eliminate redundancies. From the collection of docs to disbursing the loan applications, manage everything in one platform in a pre-defined set process.

Plan, track & manage any workflow process to ensure your entire team stays on the same page.

Workflows and rules to

Customise buying experience

Right actions at the right time in sales process are vital. Empower team to build lasting relationships with the customer via pre-defined automated actions like tasks, follow-ups, etc. with CRM in banking.

Build a dynamic sales process that is completely flexible for the best buying experience.

Unify all the members in the sales with

Activity planning & collaboration

Boost your team's efficiency by automated task allocation, customer visits, and day-to-day activities, to streamline the workflows for a better sales process and increase team performance.

Moreover, communicate & collaborate with the internal team in real-time for any sales collateral if required.

Optimise customer experience with lightning-quick Banking CRM solutions for all the Banking processes

60x
FASTER

Loan Disbursals

70%
Increase

in DSA's Productivity

300+
KPI's

to Monitor Performance

45%
IMPROVEMENT

in Sales Conversions

Capture leads from all sources & referrals via built-in forms across channels with zero leakage

Lead and Referral Capture

Visualize data and track critical sales metrics with BI to improve business performance with banking CRM

Sales and Performance insights

Identify the leads that are ready for closures & automate distribution based on the rule engine

Lead qualification and distribution

Gain real-time insights into stage and team-wise performance for improvement in TAT

Better turn around time (TAT)

Create multiple product opportunities & pipelines with unique stages as per the business needs

Opportunities and Pipelines

Automated workflows for key tasks, and increase efficiency to meet specific business requirements

Workflows & Business logics

White paper : How to choose the right mobile CRM

Brief journey from desktop CRM to mobile CRM

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.

REQUEST DEMO

Let us analyse your current business flow and help you visualise the growth with a custom 1-1 demo.

You will have the option to choose from Microsoft teams / Zoom / Google Meet

"Their services compared to all the other Apps, the vendor app is indeed a value for money and really affordable. Customer support is good"

Shalaka Pimple

Executive Assistant to Executive Director - Ion Exchange