Insurance & Financial Services Mobile CRM Software
CRM for People on the Move
Financial Services Mobile CRM Software helps sales team to access the complete CRM in the mobile phone. Sales Team can view daily plan, update customer visits & update daily sales reports. The mobile CRM app has all relevant information such as leads, opportunities, customer contacts such that the salesperson can effectively close the sale.
- Daily Activity Plan in Mobile
- Call, Email Clients directly from App
- GPS Location based Activity Updates
- Mobile CRM Works on Android & IOS.
Mobile CRM Software
Mobile Attendance
Field Sales team can checkin/checkout daily attendance with GPS locations.
App for Android & IOS
Cratio CRM works on Android & IOS Mobile Phones, Tablets & Smartphones.
Customer Visit Updates
Sales team can give visit status updates in one click & automate the daily reporting.
GPS Locations & Maps
Track GPS locations of Sales team during visit update and view the details in map.
Photos & Documents
Attach documents or photos relevant to lead or customer on the go.
Map Driving Directions
Get driving directions to customer location using mobile maps with navigation.
Financial Services CRM Salient Features
Lead Automation
Automatically capture leads from Lead Portals like Policybazar, Bankbazaar, etc
Sales Leads
Financial Services Business Specific Lead screen to capture customer interests.
Sales Forecasting
Manage customer opportunities & send proposals with opportunity values.
Product Masters
Product/Services Master to maintain information such as product name, type, description, rates.
Site Visits, Sales Calls
Plan, Assign & Track outcome of site visits. Daily report on Site visits along with mobile GPS location.
Telecaller Performance
Measure telecaller performance by tracking new calls & follow up calls, sales visits/meetings.
Partner Master
Maintain Business Associate/Partner Master with contact details, commission's details etc.
Client Communication
Send automated, manual SMS & Email. Send personalized birthday, anniversary wishes.
Up & Cross Selling
Upsell & Cross Sell other related service such as home loans, insurances & other services