Mobile CRM for Banks

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One-App for RMs

The intelligent Mobile Assistant for your Field Sales team to increase productivity. Help your team to close more deal when they in the office, road or home.

Cross Platform

Available on iOS & Android

Leaderboard

With KPIs and Gamification

Collaboration

Assign Task and Jobs

Automations

With Intelligent Workflows

HIGHLIGHTS

Take control of your Field Sales by moving from unstructured processes to a structured system.

Auto-lead allocation based on Geo-location
Customer 360 Degree view & Upsell Opps
Enable collaboration among the team
Fast and Secured on Cloud

REDUCE 40% TIME TO ONBOARD CUSTOMERS

Choose the right Solution

Visualise Opportunities

Your team's digital diary to manage customer meetings and get 360 Degree of customer's view with reminders.

Employee Productivity

Analyse and understand the effort taken by the sales team with the help of 300+ configurable KPIs.

How to choose the right CRM

It's important to consider multiple factors while choosing the right CRM, such as support, technology, scalability, training etc. Download to know more

Equip your Sales team to Deliver Results

Robust mobile platform for your sales team to work from anywhere. Do more, anytime, any device with a change ready CRM for banks

No Credit card Required

Get in touch

No set up cost. No credit card required. Immediate value.