Vertical Solutions

Call-Centre CRM

  • Integrate Call-Centre solution to enable 360° view pop-up of caller
  • Define up-sell & cross-sell business logic
  • Execute Email & SMS campaigns to drive lead generation
  • Integrate with 3rd party systems
  • Maintain transactional business data & Analytics
  • Track customer Queries, Requests and Complaints (QRCs)

Insurance CRM

  • Enable Bancassurance Agents & Life Advisors to capture leads
  • Define access control as per reporting hierarchy of Agents & Managers
  • Integrate with other systems for Quote & proposal generation
  • Run Competition Related Email / SMS Campaigns to Bancassurance Agents or Non Bancassurance Advisors
  • Drive Social media campaigns to capture lead in SimpleCRM
  • Create & Manage tickets from multiple channels
  • Define SLA & Escalation rules for ticket management

CRM for Banking & Financial Services

  • Capture leads/QRCs from various online as well as offline sources
  • Get the complete interaction history of a client in single screen to help your Relationship Managers have a more personalised interaction with the clients
  • Run email, SMS or Social Media campaigns to increase inflow of leads and track the Return on Investment (ROI) of each of the marketing campaigns
  • Manage your prospects and clients’ important information and documents like KYC forms in one place to have a hassle-free process
  • Set new benchmarks in customer service Listeningby proactive ‘Social Listening’ from popular social media sites
  • Get actionable business intelligence through intuitive reports and dashboards

Education CRM

  • Track online enquiries, site-visits and follow-ups
  • Send Email & SMS campaigns to drive lead generation
  • Manage & Track enquiry-to-applicant-to-admission process
  • Integrate Call-Centre solution to enable 360° view pop-up of caller
  • Trigger Email & SMS alerts to applicants/students
  • Integrate with JustDial to capture leads into CRM

Dealers & Distributors CRM

  • Track leads, opportunities and follow-ups
  • Maintain Products List & Pricing
  • Generate Quotes with Discount approval mechanism
  • Manage Contacts & Accounts
  • Mobile access to CRM for on-field sales team
  • Drive lead generation with Email & SMS

Telecom CRM

  • Track leads, leads assignment, leads scoring and leads ageing
  • Follow up leads with rule based escalations
  • Provide Partner portal access to create and accept leads and schedule appointments and Support Portal access to create cases
  • Drive lead generation with Email & SMS
  • Integrate with Telecom backend systems – Order tracking, Provisioning, Billing and other external systems
  • Track orders, add / remove telecom specific additions and riders

Real Estate CRM

  • Maintain & Track flats, plots, units inventory
  • Define & Execute customized, project-specific pricing policies
  • Enable customers & partners to book, pay, raise issues
  • Track leads, site-visits, lead-to-customer conversions
  • Define & Track project And payment milestones
  • Generate Demand Notes and Other registration documents