6 Key modules for your
Banking Business.

A power packed CRM to help you know all your account openings, leads, sales performance to boost your business

Sales Target Module

Lead Module

Follow up Module

Client Module

Product/Service Module

User Module


Banking CRM Info

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
Schedule a Phone / Skype Demo with our CRM Specialist

Sales Target Module

Set & Observe Sales Targets

Grow Sales

Grow Sales

Mark, track and drive more sales target achievements with complete knowledge of your sales scenario

  • Freeze revenue targets of your Bank for a month, quarter, half-year, etc.
  • Set & assign sales targets for sales employees.
  • Get an exact view of your achieved & pending targets for the set tenure.

    For information on Banking CRM - Sales Target Module, 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

    Lead Module

    Nurture Leads & Convert Better

    Know all your leads, their requirements and your closeness
    to deal closures

    Newspaper

    News Papers

    Hoarding

    Hoardings

    Exhibitions

    Exhibitions

    Reference

    References

    Affiliate Programs

    Affiliate Programs

    Email

    Email

    Google Ads

    Google Ads

    banking-crm-software-website

    Website

    Facebook

    Facebook

    LinkedIn

    Linkedin

    Twitter

    Twitter

    Phonecall Marketing

    Phonecall Marketing

    • Manually import a lead database from different sources.
    • Import excel sheets, have intact data of your existing clientele.
    • Always know the latest lead status, stages & follow-up details.
      Eg: Status: Imp / Not Imp
      Stage: Hot / Cold.
    • Qualify, categorize and prioritize leads as per their products, services, regions, departments, etc.
    • Send quick sms, email alerts & quotations to leads.
    • Allocate & share leads to sales people.

    For information on Banking CRM - Lead Module, 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

    Follow up Module

    Improve Follow Up Quality & Quantity

    Streamline follow-ups, set reminders, have better outcomes and greater conversions

    Visit

    Configure your Email ID to send & receive emails

    Visit

    Call leads & track follow-ups

    Visit

    Track, analyze & schedule meetings to accelerate conversions

    Visit

    Send sms alerts for faster customer service


    • Track lead follow-up details & communication history.
    • Run mass email campaigns.
    • Send sms & email alerts to leads.
    • Execute timely follow-ups by scheduling & setting reminders for calls, emails & meetings.
    • Save sales time, follow-up from a single platform.

    For information on Banking CRM - Follow up Module, 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

    Have Access to Precise Client Data

    Get a landscape view of all your clients, account opening records, communication history & find more opportunities to cross sell

    Client Information

    Client Information

    • Know every client’s purchased products and their tenure.
    • Store an entire communication history of all clients.
    • Manage & access client information.
    • Collate all your client contact & sales data.
    • Send sms & email notifications for payment reminders.

    For information on Banking CRM - Client Module, 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

    Know Every Product / Service Availed

    Stay informed about every product / service you avail & smarten your selling

    Product Service

    Add Multiple Product Specifications

    Product Service 1

    Tag Products

    Product Service 2

    Know Product Sales

    • Add, categorize and tag products / services and their specifications.
    • Find your best performing products / services.
    • Make specific notes for products / services.
    • Add terms & conditions, multiple taxes for products / services.
    • Attach soft copies of required documents.
    • Monitor the sales of each product / service.

    For information on Banking CRM - Product/Service Module, 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

    User Module

    Manage Users And Their Access Rights

    Stay updated about all your teams & their access rights.

    Users

    Manage Users

    • Add multiple sales people, their designation and branch details
    • You decide which employee sees what data
    • Easily know & manage employee hierarchy
    • Know all the progress & sales activities with a simple reporting system

    For information on Banking CRM - User Module, 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

    More Info

    Hosting, Integration, Customization & Security

    Hosting
    • Choose your hosting option:
      1) Cloud Hosting - We host
      2) Server Hosting - The CRM is hosted on your server
    Customization
    • Get all your crm customizations at one stop
    Security
    • Secure your critical data, encrypt your information, keep records safe on highly secure Amazon servers & automatically get backups
    Integration
    • Integrates with your existing ERP, accounting & other softwares

    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
    Schedule a Phone / Skype Demo with our CRM Specialist