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Empower Your Workforce
With A Powerful Financial CRM

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sbi CSB bank DCB Bank Saraswat Bank

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.

of marketers say converting leads
is their top priority.

91% of companies with more than 11 employees now use
CRM software.

of top-performing companies have
been using marketing automation
for three or more years.

Key Features

Customized solution through a unified platform

 Banking CRM dashboard

Consolidated Dashboard

Get a consolidated view of data across your business on custom dashboards. Lead generation to performance reports, get a snapshot view of the entire business on your desktop.

Banking CRM dashboard
lead assignment

Create & Manage Teams Facilely

Managers can create teams, assign members, swap them or even remove them through a single web application. The users get the notification of the same on his mobile application.

live location tracking of sales executive's

Route Executives to the
Right Direction

Get real-time updates of your sales executive’s live location with the live tracking feature. Know where they are, what they are doing, list of activities done and the ones left to be done. The live tracking in collaboration with automated route planning enables efficient allocation of leads to sales executives to answer ad hoc leads.

live location tracking of sales executive's
Equip Your Team With Rich Data

Equip Your Team With Rich Data

Enable the team to have instant access to lead/prospect/ customer information anytime from any device, allowing them to extend faster and deeper customer engagement. Executives can analyze customer behavior from past purchases and upsell/cross-sell products with ease.

bankfokuz central database

Instant Access to
Product/Contest Details

Documents related to training/products/contests can all be saved in the central database. All the documents uploaded can be viewed or downloaded on the mobile device anywhere, anytime when required.

bankfokuz central database
Customizable EMI calculator

EMI Calculator

Customizable EMI calculator enables the executives to instantly and easily calculate loan amount, corresponding interest rate, loan period, etc., Empower your sales executives to calculate EMI data when while with the clients.

mobile app pops up notification for upcoming visits

Set Reminders On
Upcoming Meetings

Keep the representatives informed of upcoming meetings, visits and other crucial information through scheduled follow-ups. The mobile app pops up notification for upcoming visits on any device.

mobile app pops up notification for upcoming visits
Automated MIS Reports

Automated MIS Reports

Enable your executives to generate automated reports. With the support of MIS reports, decision-makers can plan, control and execute accurate functionalities within the stipulated time frame. .

What Customers Say ?

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