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CRM

Maximize your conversions, Increase accountability and build lasting relationships with customers through CRM.

Shift your focus from Transactions to Interactions
Sell, market & service smarter with CRM
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  • Our Solution makes tracking and managing customer information easier by ensuring that your data is in one place and can easily be updated by anyone, anytime.
  • Keep your data organized in one place by having the data from all your integrated platforms.
  • Reduce the decisions and actions required to be taken by the sales team everyday by having:
    • Lead module to capture and track the new prospect
    • Automated Decisioning
    • Managing the complete cycle from Sales to Repeat Sales
    • Proactive service and Improved messaging
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LEARN MORE
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Features & Functionalities
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360-Degree
Customer View
A comprehensive view of each customer, with their loan history, interactions and communication logs
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Lead and Opportunity Management
Tracks and manages leads through the sales funnel, converting them into opportunities and deals
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Dedupe
Data Entries
Identify and merge duplicate customer records, ensuring data accuracy and preventing redundancies in customer profiles
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Email Marketing Integration
Create, schedule, and track email campaigns, ensuring seamless engagement with customers
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Omnichannel Communication
Supports communication across multiple channels such as email, SMS, phone, and chat
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Document
Management
Secure storage, retrieval, and management of customer documents such as loan agreements, KYC, etc.
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Role-Based
Permissions
Ensure that users only have access to information relevant to their responsibilities.
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Customer Support Ticketing
Manage and track customer inquiries, issues, and complaints, ensuring timely and efficient resolutions
Solution Highlights
  • Contact management
  • Document management​
  • Automated Decisioning​
  • Third Party Integrations​
  •  Easy Communication
  • ​Interaction Tracking
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Key Benefits
Improved Sales Efficiency
Better Management of Marketing Activities
Improved Customer Retention
Managed Communications
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