The most efficient mobile Finance CRM for financial institutions
Take control of your business by moving from unstructured lead management and customer onboarding processes to a structured system. The Finance CRM will enhance your onboarding and visits frequency and streamline the entire sales process with a 360* view of the opportunities.
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Control the entire lead journey in one app
Streamline & automate business roadmaps
A real-time communication channel
In-depth analytics for smart selling
Connect all the third-party apps
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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 with Finance CRM.
Keep onboarding & visits momentum high & remove scheduling friction from your sales cycle.
in Lead Demand Generation
in Loan Disbursals
Sell on the go! Manage accounts, close deals & data-driven decisions all in one mobile Finance CRM 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 via Finance 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.
Executive Assistant to Executive Director - Ion Exchange