Perfect App for your Financial Advisors
- Sell Investment Products
- Stocks
- Bond
- Mutual funds
- ETFs
- Other Financial Investment Vehicles
- Insurance Products
- Estate Planning
- Education Savings
- FD & RD
Capture Leads from All Channels
Add leads from channels such as Stores, Digital apps, Phone calls, Email, Social media, Lending marketplaces, DSA, DST & More.
Integrate through API or Simply Upload the file.
Logic based Lead Distribution
Assign data automatically or manually based on pre-defined logics to Call Centers or Sales agents.
Segment Customer Data at a Click
Get maximum leads by running personalized campaign based on customer data segmentation on criteria such as –
- Product
- Portfolio
- Past Payments
- Credit rating
- Income
- Demography
- Age
- Gender
Perfect fit for Individual Sales Reps and Large Enterprises
Custom workflows for Direct Sales Agents (DSA), Direct Sales Teams (DST), Insurance Companies & brokers. Also scalable for large banking enterprises.
Mobile Responsive Banking CRM
Intuitive interface that provides seamless experience on smartphones, tablets, and other internet-enabled devices.
Optimize cost with Work from Home (WFH) or Work from Anywhere environment.
Design Self Service Forms & Portal for Customer Info Updation
Speed up your customer onboarding with self service forms that are encrypted with SSL protection. Mobile app protected with OTP authentication. Send form links on SMS & WhatsApp. Customer can update forms at his convenient time.
Omni-Channel Communication Toolkit In CRM
Call, SMS, WhatsApp & Email from 360° Customer Profile.
100% Recording of all incoming and outgoing call conversations on cloud phone users.
Automated Follow-ups and Alerts
Get alerts and notifications on events such a broken Promise-to-Pay (PTP) or scheduled follow up calls.
Other Product Features
These unique product features help your business get the maximum efficiency and productivity from debt collection process
Role based Accessibility
Give role-based authorization to different users like agents, supervisors, managers for accessing customer data.
100% Auto Reminders
Get Notifications and Pop-up Reminders for all Follow-up Calls, Appointments, Customer Visits and Planned events.
Work from Anywhere
Mobile Responsive app that can be accessed on Desktop, Laptop, Tablets and Smart Phones.
100% Call Recordings
For Users on Cloud-Phone or On-Premise telecom set-up with SIP trunk or GSM Gateway devices.
Flexible Installation
On-Premise or Cloud Installation with options to White label with LOGO, Domain Names, DNS Records, Workflows etc.
FREE Document Manager
Upload, Save and Share hundreds of PDFs, JPEG images, Customer documents and refer anytime on desktop or mobile.
Flexible Pricing Model That Suits Your Business
Add or reduce CRM licenses based on the number of active users.
Pay as you go with 30 days notice period. One-Time Set-up Fee Apply.
Accounts
Free Trial
Projects
SSL
Storage
Domains
Sub-domains
Sub-domains
BASIC PLAN
₹ 499
Every Month Minimum 10 Users Billed
Upload & Allocate Module.
Custom 5 Fields.
Click-2-Call Dialer on Android Phone.
Follow-Up Reminders.
WhatsApp-P Custom Messages.
File Sharing.
Simple Report Download.
STANDARD PLAN
₹ 1200
Every Month Minimum 10 Users Billed
Lead Management Workflow.
API for Email, SMS & Call.
API for WhatsApp Business.
Advanced Lead Distribution.
Escalation & Lead Transfer.
Role Based Access.
LIVE Customer Support.
LIVE Sales Reports.
ENTERPRISE PLAN
Cloud-Phone Integrated for Calls.
Dedicated Virtual Numbers.
Unlimited Outgoing & Incoming Calls.
100% Call Recording.
Business WhatsApp With 1000 Conversation Credits.
Advanced BI With Custom Templates at License Cost.
