Solutions
CUSTOMER ENGAGEMENT

INTERNAL COLLABORATION

SALES ENABLEMENT

CUSTOMER ENGAGEMENT

Lead Management

Mobile solution to qualify leads, manage lead type and stages

Lead Distribution

Allocate leads automatically based on the business logic and save time.

Lead Scoring

Score leads at every stage based on customer data for better decisioning

Customer Visits

Manage customer activities such as visits, calls, followup etc.

Customer Onboarding

Collect data at every stage with custom forms and workflows.

Document Management

Collect documents from mobile with the help of OCR and approvals.

Partner Management

Onboard partners and manage lead and onboarding together

Payment Collection

Allocate payment collection schedule and keep track with mobile app

Underwriting

Automatic underwriting with 3rd party integrations and automations.

INTERNAL COLLABORATION

Collaboration

Improve turn around time with internal team collaboration.

Connect

Two way one on one and group conversation and data sharing

Broadcast

Educate field team with the instant one way trackable content

Approvals

Create automated or manual approvals and track time taken.

Jobs

Collect and monitor customer complaints or concerns

Tasks

Assign and allocate tasks to field sales team, and monitor realtime.

SALES ENABLEMENT

Sales Productivity

Increase team's productivity and encourage to sell more.

Leaderboard & Gamification

Run and internal sales premium league with custom targets.

Campaigns

Run sales campaign with rewards to motivate team.

My Goals

Allow sales team to create their own personal targets and goals.

Key Performance Index (KPI)

Build customer KPIs and allocate scores to compare performance

Insights

Analyse and understand the performance via mobile app.
Industry
Pricing
Security
Insights
Resources

Supercharge your field sales team

Mobile CRM enables collaboration within the team, helping Reps to connect efficiently with customers and partners. Data-driven decision-making to achieve business goals.

LENDING

Mobile LOS & Lead Management

Capture high-quality leads from multiple channels with a robust automated mobile solution for the loan application process.

A centralised database to manage all the lead records

Automatically prioritize and score leads

Automate the loan origination through the rule engine

Simplify pre-approvals, loan & paperless documentation

Reduced operational dependencies with digital lending

BANKING

Lead allocation & Customer 360

Track every step of the customer journey with a 360* view of the profile & intelligent lead allocation based on multiple data points.

Assign leads based on pre-defined workflow rules

Utilize smart lead allocation to assign the right leads

Real-time visibility of all your customer profiles

Access to all the historical activity logs of every profile

Monitor key customer data points to cross-sell & up-sell

INSURANCE

Agent onboarding & Branch Visits

Automate & streamline the agent onboarding TAT, recommend & track customer visits to ensure insurance policy sales and renewals.

MEDICAL DEVICES

Manage deals in mobile

One single mobile app to manage, monitor, and create multiple deals with real-time visibility of channel sales and a smart view for priority deals.

Finance

Mobility solution customer onboarding

Optimize your customer onboarding process with highly efficient finance mobile CRM, make data-driven decisions & close more deals faster.

B2B

Opportunities & Customer visits

Streamline customer visits, track all buyer touchpoints & manage high-value opportunities in real-time to maintain and build better sales strategy.

Manufacturing

Field sales efficiency with mobile

Scale the dealership networks to detailed insights of the deals & scheduling jobs, streamline the entire sales process in an easy-to-use mobile app.

Healthcare

Find and manage new opportunities

Effective lead management solution to find and capture quality new opportunities & convert it into recurring revenue & scale the business.

REQUEST DEMO

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

RECORDED DEMO

SCHEDULE DEMO

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

More Resources

White papers, case studies, webinars and other resources to learn more about sales productivity.

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