100+ Features of Banking CRM

sales-target-module

Sales Target Module

  • Set, track and monitor sales targets for your business and banking sales team members respectively.
  • Monitor your revenue graph.
  • Monitor & manage the sales performance of your business and sales teams.

  • Sales Target
    Data is for representation purpose only.
    Sales Target
    Data is for representation purpose only.

    Things that you can do in sales target module.

    • You can set sales targets revenue-wise for any desired period by filling in the current form fields.
    • You can set sales person wise targets for a month, quarter, half year, year, etc.
    • You can know the accounts opened, target achieved & balance with the exact count of days left for period completion.
    • You can modify & delete a respective sales targets in the Revenue-wise Sales Target & Sales Person Wise Sales Target modules.

    View 2 Sales Target reports

    For information on Sales Target Module in Banking CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

leads-module

Lead Module

  • Add multiple leads enquiries.
  • View the status of each follow-up and prioritize leads to get more account openings faster.
  • Sandbox and assign leads as per your wish.

  • Lead Management
    Data is for representation purpose only.

    Things that you can do in lead module.

    • You can type in basic information about the lead as per current form fields given.
    • You can feed-in the source of the lead & the product / service the lead is enquiring inquiring for.
    • You can allocate leads manually or automatically.
    • You can differentiate leads and add tags.
    • You can prioritize leads and also add remarks.
    • You can directly insert leads from your website into the Banking CRM and auto assign prospects to respective sales banking employees in a systematic way.
    • You can have customized tags according to leads.
    • You can have specialized stages and priorities.
    • You can allocate leads to sales employees product / service wise.
    • You can see all the lead enquiries allocated to sales people product / service wise.
    • You can import prospective customer data in excel.
    • You can view lead data imported from the excel sheet.

    30+ Lead reports

    For information on Lead Module in Banking CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

followup-module

Follow-up Module

  • Make follow-up calls, emails, sms and meetings with leads.
  • Align follow-up calls, emails, sms and meetings with leads.
  • Set reminders for follow-ups, calls and meetings.

  • Call
    Data is for representation purpose only.

    Things that you can do in Calls module.

    • You can set a time & date to automate follow-up calls with prospects & customers.
    • You can add reasons and assign tags to calls. Eg: important, very important, etc.
    • You can get an sms or email reminder for calls so that you or your sales employees do not miss lead follow-ups.
    • You can also assign calls to sales people under you.
    • You can view your entire teams today’s calls, pending calls, scheduled calls, calls done.
    • You can update what’s discussed on call and delete calls.
    • You can update the call status. E.g: Did not pick-up, busy, not reachable, switched off, not interested, in a meeting, call back after sometime, etc.
    • You can schedule a call / meeting / email as discussed over the call.
    • You can keep a track of calls made by sales employees / crm users to know the exact scenario of sales follow-ups.

    2 Calls reports

    For information on Calls Module in Banking CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Sms
    Data is for representation purpose only.

    Things that you can do in SMS module.

    • You can quick search messages by entering the name, email ID, team, department & category.
    • You can schedule follow-up sms to leads, clients, contacts and vendors for respective reasons.
    • You can do group message as per their tags. For e.g.: You can sms hot leads, warms leads, etc.
    • You can select a sms body copy from the existing templates created by you.
    • You can view your entire sales teams today’s sms, scheduled sms, sms sent.
    • You can see the accurate number of sms sent, status of sms (sent/scheduled) sms with their respective timings and subjects.

    For information on SMS Module in Banking CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    emails
    Data is for representation purpose only.

    Things that you can do in Emails module.

    • You can quickly search mails by entering the lead / customer name, email ID, team, department & category.
    • You can align follow-up emails for leads, clients, contacts with respective reasons for selected dates.
    • You can select an email body from the existing ones created by you.
    • You can manually compose mails with selected font format options and attach files.
    • You can view your banking sales team's present day's emails, scheduled emails & emails sent. Respective persons can see their own scheduled emails.
    • You can see the number of emails sent, read, unread, bounced, sent and scheduled with their respective timings.

    For information on Emails Module in Banking CRM -, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    meeting
    Data is for representation purpose only.

    Things that you can do in Meeting module.

    • You can streamline meetings / consultations with prospective customers for a selected date & time.
    • You can add reasons for meeting and assign tags to a meeting / consultation such as: important, very important, etc.
    • You can get an sms or email prompter to save you & your sales people from missing a meeting.
    • You can also allocate meetings to sales employees under you.
    • You can view your entire teams today’s meetings, pending meetings, scheduled meetings and meetings done. Respective people can see their own meeting schedule.
    • You can update what’s discussed at the meetings.
    • You can rework the meeting status. For e.g.: Meeting was positive, client not interested, meeting cancelled, meeting postponed / rescheduled, etc.
    • You can add pointers about what was discussed in the meeting / consultation.
    • You can trace all the meetings done by sales people / crm users to stay informed about the scenario of follow-ups & meetings.
    • You can tag multiple internal employees for a client meeting or internal meeting.
    • You can keep a tab on the meetings done internally.
    • You can send 'Schedule a meeting' link to prospects and customers.
    • You can know all the meetings, calls, sms, emails, etc. that are scheduled, done and pending.

    2 Meeting reports

    For information on Meeting Module in Banking CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

product-service-module

Product / Service Module

  • Add multiple products / services.
  • Mention their details and specifications.
  • Know the sales in real time.

  • product-service
    Data is for representation purpose only.

    Things that you can do in Product / Service module.

    • You can punch-in details of multiple products / services as per the current form fields.
    • You can add the product/service number, start & expiration date.
    • You can add the finest details & tags for your product / service. Tag Eg: Premium, Silver, Savings, Recurring, etc.
    • You can add price ranges and premium details of the product / service.
    • You can add taxes and extra charges for the products / services.
    • You can affix documents relevant to your products / services in various formats. Eg: Presentations, brochures etc.
    • You can view & change product / service details.

    For information on Product / Service Module in Banking CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

client-module

Client Module

  • Feed in contact information of clients.
  • Assign, categorize, and communicate hassle-free with your clients via calls, emails and sms.

calendar-module

Calendar Module

  • Demarcate prime dates related to your bank, employees, leads and clients.
  • Serves as a calendar.

  • bank
    Data is for representation purpose only.

    Things that you can do in Calendar Module.

    • You can view prioritized sales activities and important dates related to your bank, employees, leads and customers.
    • You can view all the tasks, calls, SMS, emails scheduled in your calendar.
    • You can upgrade tasks, calls, SMS, emails streamlined in your calendar.

    For information on Calendar Module in Banking CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

Bank-module

Bank Module

  • Affix and handle your bank and branch details, save and know basic contact details.
  • Add, edit and discard contact details & designations of bank employees according to their departments.

  • calendar
    Data is for representation purpose only.

    Things that you can do in Bank Module.

    • You can add your Bank's details with details of the branch, department and designation.
    • You can see, alter and remove your bank ’s including the branch, department and designation details.

    For information on Bank Module in Banking CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

contacts-module

Contacts Module

  • Store, modify and delete contact details of clients.
  • Save important dates regarding products and services purchased.
  • Set reminders for payments, etc.

  • contacts
    Data is for representation purpose only.

    Things that you can do in Contacts Module.

    • You can pull-in your existing contacts.
    • You can add contact details of leads.
    • You can feed-in birth dates, anniversaries, remarks and other information about respective contacts.
    • You can add & see all the contacts with their required details.
    • You can categorize contacts to send sms & emails.

    View 4 Contact reports

    For information on Contacts Module in Banking CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

For information on Banking CRM, contact!

Amit

+91 8080 041 500
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Preetam

+91 8080 041 600