How NBFCs Can Eliminate Manual Errors in Loan Onboarding with Verified Document Data The Problem with Manual Loan Onboarding for NBFCs Loan onboarding is a critical step in the customer acquisition journey for any non-banking financial company... Safna Ali July 9, 2025 · 5 min read
Sales Dashboard Without Code: Configure 70% of Your Dashboard independently with Toolyt In sales, speed is everything. When teams can see what’s happening—who’s converting, what’s delayed, and which rep needs support—they... Safna Ali June 19, 2025 · 4 min read
How NBFCs are Slashing Turnaround Time with Customer Onboarding Automation In today’s fast-paced lending environment, customers demand quick approvals, real-time decisions, and a seamless digital experience. Yet, many Non-Banking... Safna Ali June 17, 2025 · 4 min read
Top 10 Must-Have Features of e-CRM System Explore the top 10 must-have features of an e CRM system, essential for any... Abhishek June 11, 2024 · 5 min read
Best 5 Sales Closing Techniques That Work In 2025 Explore a variety of sales closing techniques that work across different industries and scenarios Abhishek May 3, 2024 · 6 min read
Don’t Lose Leads! Simple Tips for Better Tracking Sales Leads Discover essential tips to enhance your Tracking Sales Leads strategy and ensure no sales... Abhishek May 3, 2024 · 7 min read
How to Boost Sales Next Week with These 5 CRM Features Explore five CRM features that you can start using today to experience a sales... Abhishek April 24, 2024 · 7 min read
Sales CRM: Small Business vs. Large Enterprise What’s Right for You in 2025? Explore the key differences between sales CRM for small businesses and large enterprises, with... Abhishek March 12, 2024 · 7 min read
5 Best CRM Systems for Beginners: Your Complete Guide for 2025 In this step-by-step tutorial, we will explore some of the best CRM systems available,... Abhishek March 11, 2024 · 7 min read
Mobile Banking and CRM Integration: Ensuring RBI Compliance Explore the symbiotic relationship between mobile banking and CRM, emphasizing the importance of seamless... Abhishek January 24, 2024 · 6 min read
