Fintech CRM
Improve customer retention and increase company revenue.
Regulate your customer digital behavior and delivers personalized experiences.
Connect with customers in a whole new way, building meaningful and lasting relationships
Capture all incoming leads with zero leakage
Capture leads seamlessly from mobile app, Google, email, social media, organic channels, etc via out-of-the-box integrations. Monitor and analyze the performance of all your lead-generation channels.
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Reduce response time with automated lead distribution
When a lead is captured, the software automatically assigns the lead to the relevant salesperson based on predefined criteria like a product, vintage, agent availability, location, or lead application status. This reduces response time drastically. The sales rep is notified on the phone with all the lead details on the allocation of leads to him.
Build proactive call center sales operations
Assign lead to the telesales team automatically based on pre-defined logic. Build proactive call center sales operations with our CRM. Help your agents make better conversations, enhance prospect experience, and sell more with a completely connected call center.
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Connect with your customers on the channel of their choice
Reach out to customers on the channel of their choice with personalized messages. Stand out against the competition with relevant messaging at the right time. Create responsive landing pages and beautiful emails with pre-built templates.
Tailor personalized journeys with zero code
Deliver cross-channel personalised experience at each step of the customer lifecycle by building customer journeys across channels and devices with absolutely zero code. Identify drop-off points, plug the leaks, and increase completion rates for your campaigns.
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Driving a smart and seamless sales experience
Augment the productivity of your sales teams by empowering them with a mobile app. Build efficient sales workflows to automate redundant and repetitive tasks. Gain visibility on your field sales agents with geo-tracking and geo-fencing.
Unlock productivity and empower your sales team with our CRM.
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Lead capture
Capture all leads from the online and offline channels, sync them automatically, and distribute them to the sales team to drive your business forward.
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Lead prioritization and distribution
Identify quality leads, prioritize them, and route them to the right sales reps basis predetermined rules.
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Self-serve portal
Self-serve application portal for your prospects, customers, and partners, seamlessly integrated with sales, marketing & service teams.
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Call center management
Create an efficient call center team by providing them with real-time access to client details required to handle customer queries.
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Marketing automation
Drive leads to conversion through meaningful and relevant communications. Includes landing pages, drip marketing, email marketing, website tracking & more.
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Workday planning
Map out the most optimal route with the list of priority tasks for your sales teams (digital, call center, or field) to complete their to-dos and appointments for the day.