A CRM allows you to store and easily access detailed customer and prospect information in one place. This includes contact data, interaction history, preferences and past transactions.
It makes it easy to track all customer interactions, from initial inquiries to closed transactions. This helps real estate agents better understand clients' needs and provide more personalized service.
Automate repetitive tasks like sending emails, tracking calls, and follow-up reminders. This frees up time for agents to focus on more strategic activities, such as closing deals and building strong customer relationships.
Automating your flows has never been so fast and easy
CRMUsing a mobile application, businesses will be able to create opportunities and see the commercial penetration effort in the market.
Service DeskCustomer service is centralized, even with multiple channels such as mobile banking, online banking, self-management and branches.
IntranetStandardizing profiles and roles in various bank branches improves Human Resources management, optimizes operations and increases productivity by clearly defining positions and allowing fluid changes.
SyncSingle sign-on can be applied to all banking solutions, adapting the solution to evolve according to needs