CRM for sales teams in Banking
Top companies believe in us.
Schedule a Phone / Skype Demo with our CRM Specialist
You are in good company.


Big Companies trust us
for our products and services
Dquip Clients

Businesses in the Banking Industry our CRM is applicable for

  • Merchant Banks
  • Offshore Banks
  • Corporate Banking, directed at large business entities
  • Private Banks
  • Retail Banking, dealing directly with individuals and small businesses
  • Savings Banks
  • Other businesses in the Banking industry

In case, your business type is not listed above please contact our Solution Architect
to know if our Banking CRM can address your business needs.

Contact us for any information on
Banking CRM

Whatsapp & Direct
(+91) 808 0041 500
(+91) 808 0041 600
Office Numbers
(+91) 920 9096 844
(+91) 920 9096 855
(+91) 932 4414 355
Office Timings
Mon to Fri - 10 am to 6 pm (IST)

Schedule a Phone / Skype Demo with our CRM Specialist

How our Banking CRM can help you

Approximate Return On Investment from a Banking CRM

Minimize sales cycle time span

Upto 22%

Improvement in customer retention

Upto 37%

Maximize prospect conversion rates

Upto 55%

Reduce sales & marketing cost

Upto 55%

Revenue increase per sales executive

Upto 60%

Rise in sales productivity

Upto 60%

More information on
Banking CRM Software

All your CRM needs at one source

Banking CRM Hosting

We host

You host

Recommended for

Medium & Small Banking Business

Large & Medium Banking Business

Plans start

10 users onwards

20 users onwards


Hosted on Amazon's Secure Servers

Security in your hands

Server management with you

CRM Integration & Customization

Banking CRM Integrations

  • Our Banking CRM can integrate with most ERP, accounting & other softwares

Banking CRM Customizations

  • We are a one stop shop for Banking CRM Customizations & Integrations

Banking CRM Security

Unparallaled Security & Stability

  • It keeps your data safe
  • It backs up automatically
  • Securely encrypted critical data
  • Highly secure cloud servers

Banking CRM Compatibility

Works seamlessly across
Desktops, Tablets & Smartphones




Payment Options for Banking CRM

Cloud (we host)

One time & Maintenance

Server (you host)

One time & Maintenance

11 Key Banking CRM Features

Grow Banking business with CRM Software

Banking CRM Sales Target Management
Banking CRM Quotation Sales Forecast
Banking CRM Manage Sales Team

Manage leads and prospects information


Forecast leads weekly, monthly, quarterly & yearly


Manage all leads on a single platform across various channels of acquisition


Provide actionable insights to decision making


Boost results by measuring and improving critical sales performance indicators


Ensure faster lead conversion


Automate lead assignment to increase efficiency and reduce response time


Eliminate duplicate lead across channels via cloud CRM


Free up valuable time to pursue leads and grow business


Use CRM on Desktop, Tablet & Phone


Get a real-time picture of your business at a glance

Maximize productivity with detailed reports. Know your progress.

Eagle's eye view of your Banking business

Sales Target

Amazingly easy to set, monitor & achieve your sales target.


Focus on important leads. Transform the way you manage leads. Sell more.


Know more about clients. Track your progress.


Banking CRM buyer's guide

Stepwise CRM evaluation and selection details


Sign up for a Banking CRM Demo

List 5 key sales reasons why your Bank needs a CRM

Sign up for a free demo & examine our software features

Download the feature list & watch Banking CRM videos or call us


Get all your questions on Banking CRM answered

(+91) 920 9096 844
(+91) 920 9096 855
(+91) 932 4414 355

Ask about the features you need

Know how our software can help you

Which hosting is best for you?

Discuss integration & customization details

Which plan is best for you?


Get best price & kickstart your Banking CRM Software

Order of execution:

1. Finalize integration & customisations

2. Finalize hosting

3. Select a plan

4. Get the best price

5. Pay us ;) & Get started

Banking CRM FAQs

What is a Banking CRM?

  • Ans: A Banking CRM is a customer relationship management software which provides a solution to manage sales, convert walk-in lead enquiries, get a real time view of every sales and business aspect involved in banking.

Which businesses is the Banking CRM applicable for?

  • -Business Banks
    -Commercial Banks
    -Community Banks
    -Community Development Banks
    -Corporate Banking, directed at large business entities
    -Credit Unions or Co-operative Banks
    -Investment Banking, relating to activities on the financial markets
    -Merchant Banks
    -Offshore Banks
    -Private Banking, providing wealth management services to high-net-worth individuals and families
    -Private Banks
    -Retail Banking, dealing directly with individuals and small businesses
    -Savings Banks

How secure is my data in the Banking CRM?

  • Ans: The critical data for eg: Numbers, Email IDs, Phone numbers, etc. are encrypted in very secure encryption methods so that even anyone who is having access to the database would find it very difficult to decrypt data.
    The code is also encrypted to make sure that no one can fidget with it.

Do you provide a Mobile App?

  • Ans: Our Banking CRM application works perfectly fine on the latest smart phones, tablets & desktops, and is completely responsive.

Can the Banking CRM be customized?

  • Ans: Yes, we can customize the Banking CRM to a certain extent.

Can the Banking CRM be hosted on my server?

  • Ans: Yes, this is subject to the number of users required.
    Kindly contact our solution architect for more details.

How many days would it take for the Banking CRM implementation?

  • Ans: The time would depend on various factors eg: "Are there any customizations?", "Which hosting option have you picked?", "Are there any extra reports required?", etc. A timeline could be given only after the above questions are answered.

Can the Banking CRM be integrated with other softwares?

  • Ans: Yes, this is subject to what kind of integration is required.
    Kindly contact our solution architect for more details.

Can you customize the reports as per my needs?

  • Ans: Any extra reports can be added, the existing ones can not be changed. You can refer our demo to see all the reports.

Can the Banking CRM integrate with my existing Email / SMS vendor?

  • Ans: No, we have a vendor for Email / SMS.
    Kindly contact our solution architect for more details.

What are the technical specifications of the Banking CRM?

  • Ans: Our Banking CRM is built on open source technologies, LAMP (Linux, Apache, MySQL and PHP).

Would the Banking CRM work on macOS / Linux / Windows Operating Systems?

  • Ans: Yes, the Banking CRM would work on all the latest versions of macOS / Linux / Windows operating systems.

How would you provide support?

  • Ans: We have a support ticketing process as given below:
    - You raise a support ticket
    - Our support team would solve your issue

    We also provide phone support from Monday to Friday between 10 am - 6 pm. We provide free support for the first year.

    For 24 * 7 live support, you would be charged extra.

Contact us for any information on
Banking CRM

Whatsapp & Direct
(+91) 808 0041 500
(+91) 808 0041 600
Office Numbers
(+91) 920 9096 844
(+91) 920 9096 855
(+91) 932 4414 355
Office Timings
Mon to Fri - 10 am to 6 pm (IST)

Schedule a Phone / Skype Demo with our CRM Specialist

What our clients say?

Dquip's ability to provide the right solutions to our ever changing business requirements has meant that they are our chosen partners in I.T.

- Sudarshan Daga, Director

Dquip has been a partner in progress as a valuable professional guide.

- K.M. Aarif

Our relationship started when their business had just commenced and their team size was small. Its been more than 9 years since they have been our vendors for software.

- Rahul Agrawal, Director
We have clients in India, Australia, U.S.A, U.K, Africa, Hong Kong & Singapore.
We take pride in building strategic long - term client relationships.
Top companies rely on our products & services.
Send us an Enquiry
Send us an Enquiry