Banking CRM Server Hosting

Select your modules, users & hosting options

Sales Target Module ( 5+ features )

  • Set, track and monitor sales targets for your business
  • Monitor your business growth and sales teams

Leads Module ( 20+ features )

  • See the status of each lead follow-up and prioritize leads
  • Categorize and allocate leads

Clients Module ( 20+ features )

  • You can add contact details of clients
  • Assign, categorize, and communicate seamlessly with your clients via calls, emails and sms

Contacts Module ( 10+ features )

  • Store, modify and delete contact details of clients & leads

Calendar Module ( 3 features )

  • Serves as a calendar

Call Module ( 10+ features )

  • Schedule & make follow-up calls with leads & clients
  • Set reminders for follow-ups calls

Mass Email Module ( 5+ features )

  • Schedule & send follow-up emails with leads & clients
  • Set reminders for follow-ups emails

Meeting Module ( 10+ features )

  • Schedule meetings with leads & clients
  • Track & monitor meetings of your sales people

SMS Module ( 5 features )

  • Send & Schedule sms to leads & clients

Support Module ( 10+ features )

  • Create Support tickets
  • Assign support tickets & know their status

Reports Module ( 50+ reports )

  • Get real-time insights into the finest details of your business

Announcements Module ( 5+ features )

  • Make and schedule announcements internally to the people within your organization

Company Module ( 4 features )

  • Add and manage your company and branch details, save and know contact details

Greetings Module ( 5 features )

  • Send mass emails to clients and leads

Import Data Module ( 3 features )

  • Import your existing data of leads, clients & contacts

Pending Data Module

  • Know exactly what data is pending throughout your leads, clients and contacts

Product / Service Module ( 5+ features )

  • Add, Modify & Delete multiple products / services
  • Add their details, specifications and pricing
  • Categorize products / services

Tags Module ( 3 features )

  • Create & customize tags

Users Module ( 5+ features )

  • Add users, give access permissions & manage heirarchy

Select Number of Users

One time Integration Cost

  • There would be a one time integration cost of configuring the CRM
    on your server
  • Details of server requirements would be shared later
OR

Cloud (we host)

Starts 10 users onwards

Banking CRM

For information on Banking CRM, contact!

Amit

+91 808 0041 500
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Glatian

+91 808 0041 600