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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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

Rules based and automated

Lead distribution

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.

Manage multiple products

Multiple Opportunities / pipeline

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.

Calendar with Scheduler

Visits and Onboarding

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.

Track sales performance in real-time, create actionable reports & dashboards

40%
HIGHER

Customer Visits

60%
FASTER

Customer Onboarding

10x
INCREASE

in Lead Demand Generation

8x
INCREMENT

in Loan Disbursals

Sell on the go! Manage accounts, close deals & data-driven decisions all in one mobile Finance CRM app

Mobile first CRM

Achieve all the set targets and maximize your team performance with sales campaigns

Targets and campaigns

Build flexible forms & execute refined & faster data collection from custom forms

Advanced forms

Provide a single unified experience for your team via merging with all your favourite tools

Bring your data - Integration

Capture data from multiple sources and track vital sales metrics in real-time reports

Advanced reports

Enable customer 360° to identify cross-sell opportunities to sell more products via Finance CRM

Cross sell

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