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.
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Grow

Create smarter Lead Management and measure their impact.

Lead Management

Customer 360

Visits Management

Task Management

Basic Forms

API Integration

Basic Reports

Scale

Create better way to onboard customers with collaboration.

Everything from Grow

Advanced forms

Workflows and Automations

Approval Module

KPI & Leaderboard

Connect & Broadcast

Advanced Reporting

Enterprise

Contact us for Price

Integration

Integrate with your internal and external tools to enable more data visibility.

Custom Workflows

Custom workflow to reduce manual errors, increase operational speed and save time.

Custom Reports

Build insights from complex data

Custom SLA
Custom Rules
Custom Development
Custom Insights

Add-ons & Additional Features

Form Public Sharing

Employee Onboarding

Channel / Partner

My Goals

Campaigns

Smartlist

Payout

Firewall

Impersonate

Auto Calculation

Masters & Sub-forms

Rule Engine

Collections

Jobs / Services

Documents

Smart Views

Integrations & Industry Specific

CIBIL Bureau

NACH

Aadhar Validation

PAN Validation

GST Validation

Mobile Verification

Karza Integration

Digio Integration

BRE Policy Automation

Legal Transformation

Bank - Penny Drop

Tele-caller

Microsoft Dynamics

Salesforce CRM

Finnone Integration

Lentra Integration

Wondering what plan to choose?

Connect with us to do a free consultation to understand how you can digitalise the whole process and save cost / time. We have experience in optimising the process for Fortune 500 companies.

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