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
of top-performing companies have
been using marketing automation
for three or more years.
Customized solution through a unified platform
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.
Create & Manage Teams Facilely
Managers can create teams, assign members, swap them or even remove them through a single web application. The users get notification of the same on his mobile application.
Route Executives to the
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.
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.
Instant Access to
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.
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.
Set Reminders for
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.
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. .
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