Manage leads and customer visits
with mobile CRM for banks
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.
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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.
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 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
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