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
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