Supercharge your field sales team

Intelligent Sales Enablement mobile platform for increasing your Sales Productivity and improve TAT


Mobile LOS & Lead Management

Capture high-quality leads from multiple channels with a robust automated mobile solution for the loan application process.

A centralised database to manage all the lead records
Automatically prioritize and score leads
Automate the loan origination through the rule engine 
Simplify pre-approvals, loan & paperless documentation
Reduced operational dependencies with digital lending


Lead allocation & Customer 360

Track every step of the customer journey with a 360* view of the profile & intelligent lead allocation based on multiple data points.

Assign leads based on pre-defined workflow rules
Utilize smart lead allocation to assign the right leads
Real-time visibility of all your customer profiles
Access to all the historical activity logs of every profile
Monitor key customer data points to cross-sell & up-sell


Agent onboarding & Branch Visits

Automate & streamline the agent onboarding TAT, recommend & track customer visits to ensure insurance policy sales and renewals.


Manage deals in mobile

One single mobile app to manage, monitor, and create multiple deals with real-time visibility of channel sales and a smart view for priority deals.


Mobility solution customer onboarding

Optimize your customer onboarding process with highly efficient finance mobile CRM, make data-driven decisions & close more deals faster.


Opportunities & Customer visits

Streamline customer visits, track all buyer touchpoints & manage high-value opportunities in real-time to maintain and build better sales strategy.


Field sales efficiency with mobile

Scale the dealership networks to detailed insights of the deals & scheduling jobs, streamline the entire sales process in an easy-to-use mobile app.


Find and manage new opportunities

Effective lead management solution to find and capture quality new opportunities & convert it into recurring revenue & scale the business.


Let us analyse your current business flow and help you visualise the growth with a custom 1-1 demo.

You will have the option to choose from Microsoft teams / Zoom / Google Meet

Streamline your sales operation with mobile first platform, schedule call with our expert today.

More Resources

White papers, case studies, webinars and other resources to learn more about sales productivity.