Bankfokuz

We make upsell and cross-sell seamless. Empower your team to connect the right products to the right customers at the right time

What is Bankfokuz ?

A unified CRM platform for the sales and operations teams of BFSI and NBFC sector. Bankfokuz enables bankers to view data and act on their beat plan anytime, anywhere across the single platform.

  • Cross Selling Opportunities

    Improves cross selling opportunities by 40%

  • Better Lead Conversion

    Scales up lead conversion rate by 60%

  • Customer Service & Support

    Increases service quality of 52%

  • Banker Productivity

    Escalates banker productivity by 72%

Key Features

Customized solution through a unified platform

Consolidated Dashboard

Lead generation to performance reports, get a comprehensive view of activities on your desktop.

dash board of lead
Create & Manage Teams Facilely

Create teams, assign members, swap them or even remove them all through a single web application.

create and manage team
Track Your Executives Live

With live tracking in collaboration with route planning make allocation of leads to sales representatives efficient and prompt.

location list details
Upsell/Cross-sell With Ease

Get instant access to customer data, analyze their purchase behavior from past purchases, upsell/cross-sell products with ease.

sales list dash board
Products/Campaigns at Fingertips

Documents related to training/products/contests can all be viewed or downloaded on the mobile device anywhere, anytime when required.

campaigns list dash board
EMI Calculator

Executives can instantly and easily calculate loan amount, corresponding interest rate, loan period, etc., when while with the clients.

emi calculator
Set Reminders On Upcoming Meetings

Stay updated of upcoming meetings, visits and other crucial information through scheduled follow-ups.

reminder list
Seamless Report Creation

Generates instant reports with past, present and projected information that supports decision-making.

MIS report
  • Consolidated Dashboard

    Lead generation to performance reports, get a comprehensive view of activities on your desktop.

  • Create & Manage Teams Facilely

    Create teams, assign members, swap them or even remove them all through a single web application.

  • Track Your Executives Live

    With live tracking in collaboration with route planning make allocation of leads to sales representatives efficient and prompt.

  • Upsell/Cross-sell With Ease

    Get instant access to customer data, analyze their purchase behavior from past purchases, upsell/cross-sell products with ease.

  • Products/Campaigns at Fingertips

    Documents related to training/products/contests can all be viewed or downloaded on the mobile device anywhere, anytime when required.

  • EMI Calculator

    Executives can instantly and easily calculate loan amount, corresponding interest rate, loan period, etc., when while with the clients.

  • Set Reminders On Upcoming Meetings

    Stay updated of upcoming meetings, visits and other crucial information through scheduled follow-ups.

  • Seamless Report Creation

    Generates instant reports with past, present and projected information that supports decision-making.

CSB bank logo
DCB bank logo
saraswat bank logo
CSB bank logo
DCB bank logo
saraswat bank logo
Start your
14-day Free Trial

Drop us your details. We will get back you soon

Get Started Now
support@salesfokuz.com +91 7559 842555 +91 7559 842555 us +1347 205 4800
Fokuz_bot close