Our solution understands that

business is now about customers

A comprehensive solution
to manage sales and marketing

With the help of a comprehensive CRM solution, companies can focus on managing the customer’s journey successfully. CRM understands what would be the best step for each individual depending on previous activities.

CRM Integration

  • Easily able to integrate with CRM systems.
  • Can utilize widgets or capabilities of Worx Customer Engagement through your CRM desktop and also embed them into our portal.
  • Develop personalized offers through campaign management.

360-Degree View

  • Develop the full picture in one single view.
  • Provides information of customers current products that they have, cross-sell, up-sell products and targeted offers that could potentially be taken place.
  • When needed attention alerts are made to develop a key insight into customer relationship.
  • Give authorization for front-office employees concerning your customers’ data and products.
  • The view shows the historical collections and complaints which are pending so that cues exist and can be followed up.
  • Track the users’ behavior.
  • The advisor should try and understand why this action was made and give recommended suggestions for improvements.
Want to learn more about how our platform can digitize your financial operations?
Just schedule a chat with one of our experts. We’re here to help.