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

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
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

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
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

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
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

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
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

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
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

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
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

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
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

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Schedule a Phone / Skype Demo with our CRM Specialist