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Developed individually to meet the needs of the financial industry in response to its problems, and to organize the work of call centers, sales departments and salespeople, as well as to help them in their daily work.
With our solutions you will easily check how the call center works, generate contracts and reports for accounting and legal departments. You will generate necessary documents and import lead lists from any external program in one place. Build an individual sales process for each team in our CRM software.
We provide a usable interface, security and availability monitoring, and administrator support.
Check the capabilities of our CRM system.
Learn about packages and prices.
Dedicated functionalities implemented with your industry in mind. Analyze the work of salespeople and the actions they take.
Find out how and when they made the first contact, presented an offer, sent an application to the bank. This and many other statuses are recorded by our CRM software thanks to work on events and events that are automatically recorded.
Collect data on each customer : date of contact, status and outcome of phone calls. Monitor the work of individual team members.
With a complete history, you will easily analyze potential problems and learn what to improve in the quality of your team's work.
All this thanks to the recording of events in the calendar of the salesman and the sales department.
Automating the processing of a lead into individual guns can be time-consuming. We know how to organize the processes and translate them into appropriate functions and steps in the CRM software.
Thanks to reports and lead selection, your closing team will receive heated leads with relevant comments on e.g.: contact method or lead status.
We care about the security of your clients' data, so our software has multiple levels and access for selected groups of users.
Decide on individual passwords for users, which we strengthen with security measures such as Google Authenticator or captcha.
Thanks to cloud servers you have constant access to the service 24/7 and daily backups.
It's hard for your employees to know at what stage of the sales process individual customers are ?
Not sure what is the effectiveness of your call center ?
With dedicated solutions, our CRM will generate the necessary data to make the right decisions.
Automating the processing of a lead into individual guns can be time-consuming. We know how to organize processes and translate them into appropriate functions and steps in the CRM software.
With us you will check what influences the quality of work and results of your team, at what stage of the sales funnel you acquire a customer, when you lose leads and why.
Automate the work of salespeople. The administration and preparation of documents can be automatic, including reminders to generate and send them to the client.
Our POWERCRit is the heart of your company.
Thanks to us, all data about orders, clients, notes, offers and arrangements will be in one place, available to all users with specific access rights.
Create relationships and manage contacts. Analyze any data on graphical charts.Thanks to our solutions in POWERCRM, looking at the data takes on a new dimensionYou can freely filter the data at any time to be able to analyze it, export it from the software send it to customers.
Don't you know where in the sales funnel you are losing Customers ?Where are the inquiries coming from, from which campaign ? Is your sales team meeting the plan ?With our solutions, you are able to quickly and simply check the information you need to make a decision on a database. Your team will be able to work in the software on a daily basis and use its potential to automate their work.
We have prepared, together with the Bruk-Bet Fotowoltaika team, a custom-designed and implemented CRM system to assist in the daily work of traders.
The CRM system automates the process of calculating a photovoltaic installation, as well as the process of selecting modules and composing sets.
Especially useful is the mobile version for working in the field when entering data into the system.
We implemented a custom CRM system that monitors the training sales process.
Thanks to the integration with the website on which the sale takes place and the implemented analytics, the CRM serves as a tool for measuring conversions and managing training courses, as well as communicating with customers who have purchased the product.
We have created a dedicated CRM system for Cancel Credit.
All telemarketing operations are recorded directly in the system by employees, so the administrator can see the statuses of leads and the effectiveness of each telemarketer. The system allows generating contracts and documents for the accounting department and direct contact with the customer from the panel.
Check out the capabilities of our CRM system.Learn about packages and pricing.
Order a demoDesigned to address problems in the financial and insurance industry. Build relationships, analyze sales process, manage team. Perfect for processing leads and monitoring call centers. Create dedicated reports, import data and generate contracts for the legal department.
CRM software is an essential tool in the work of your company. Properly building a sales and lead processing process is the basis for measuring the success of database acquisition, employee bonuses and maintaining customer relationships. A priority that we also see is the automation of lead statuses and the process of lead transition between company departments. By assigning tasks to individuals and departments, you will be freed from constant oversight and keeping track of deadlines for sending documents to the bank, client or legal department. All thanks to the automation of notifications and reminders, which you can freely define in the CRM software.
Among the problems that our customers have we can include the lack of monitoring of the work of call centers and salespeople. In response to these needs, we have prepared a set of dedicated modules in our CRM software that support supervisory work and automate the work of individual departments of the company in a single software to which you have full access and the ability to configure reports.
Our CRM for the financial industry was developed in response to the needs of :
1) automation of the work of the closing team,
2) analysis and processing of leads by the call center
3) analysis of the performance of individual call center people,
4) analysis of the sales process and its bottlenecks,
5) secure and simple document flow between company departments,
6) generation of effectiveness reports for a selected period or from specific departments,
7) importing leads and databases from external software through the use of API,
8) possibilities to create mailings and reminders for clients and members of your team,
9) scheduling the work of individual teams
10) organization of data and storage of documents in one place,
11) automatic generation of contracts and invoices
See also others CRM software versions:
- software CRM for IT
- software CRM for finance insurance
- software CRM categring industry
- software CRM for photovoltaics
- software CRM for home builders
- software CRM medium sized companies
- software CRM manufacturing companies
- software CRM for kindergartens
- software CRM for travel agencies
- software CRM industry and automation
- software CRM pharmacy medicine
- software CRM for call centers
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