Transform how you sell banking products
Banking CRM to complement your core customer record system. Acquire, engage, onboard customers & cross-sell in one platform
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Why choose LeadSquared CRM for banking
Reduce customer acquisition & ownership costs, and connect all your teams and core systems securely
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Entirely configurable workflows
Customize all your new customer acquisition, engagement, and sales operations workflows.
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Completely Secure
The security & privacy of your prospects & customers is ensured with strict measures. Read more
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Super-fast Implementation
While configuring other enterprise banking software can take months, LeadSquared gets you started in days
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Easy connection with core CRMs
We are here to enhance your existing processes, not replace them – connects with traditional banking CRMs seamlessly
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Multi-channel engagement
Drive more prospects to conversion with multi-channel engagement – email, text, WhatsApp, call center, and more
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Mobile CRM built for sales
Plan your agents’ day completely, allow them to identify prospects near them, and track everything they do on the field
Which banking processes fit perfectly in LeadSquared?
Use LeadSquared for new customer acquisition, onboarding, collections, cross-selling and more
Retail Banking
- Customer Acquisition
- Prospect Communication
- Verification – KYC
- Upsell/Cross-sell Engine
- Connected Systems & Teams
Debt Recovery
- Borrower Management
- Borrower Categorization
- Recovery Prediction
- Guided Team Actions
- Advanced Analytics
Corporate Banking
- Account Management
- Data Enrichment
- Customer Portfolio
- Relationship Management
- Field Sales Planning
30% faster loan disbursals than before
LeadSquared helps us manage our lending partnerships with banks & NBFCs, and our internal processes across the lending lifecycle (sales, credit, verification & operations) to disburse loans 30% faster than before. Our DSAs are 55% more efficient than before, and all their work is trackable.
Anuj Sachdev
VP - Product
Build highly efficient banking sales operations
The only banking CRM you need for sales and prospect engagement
