CRM for Banks & NBFC's

Technology has raised customer expectations toward banks and NBFCs on the matter of data security. We all know that banks & NBFCs are needed to accept and store some private information of their customers to serve them. Losing such private and confidential data can cost them in a number of ways, including delayed services and customer dissatisfaction. The storage and maintenance of data is highly relevant and crucial for banking sector & NBFCs, which makes it more of a need to pay attention on the handling of data.

Features:
• Account & Contact Management
• Leads Management
• Opportunity Management
• Revenue Forecasting
• Dynamic Entity Creation
• Sales Pipeline Visualization
• Tasks Management
• Daily Time Sheet
• Lead Capture Automation
• Data Import & Export
• Marketing Campaign Management
• Email & SMS Reminders
• Reports & Dashboards
• Meetings & Calendar
• Client Portal
• Estimates & Invoices
• Knowledge Base
• Document Manager