Transform how you sell banking products
Banking CRM to complement your core customer record system. Acquire, engage, onboard customers & cross-sell in one platform
Why choose LeadSquared CRM for banking
Reduce customer acquisition & ownership costs, and connect all your teams and core systems securely
Entirely configurable workflows
Customize all your new customer acquisition, engagement, and sales operations workflows.
Completely Secure
The security & privacy of your prospects & customers is ensured with strict measures. Read more
Super-fast Implementation
While configuring other enterprise banking software can take months, LeadSquared gets you started in days
Easy connection with core CRMs
We are here to enhance your existing processes, not replace them – connects with traditional banking CRMs seamlessly
Multi-channel engagement
Drive more prospects to conversion with multi-channel engagement – email, text, WhatsApp, call center, and more
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.
Banking CRM FAQs
What is CRM in banking?
CRM in banking refers to managing relationships with customers by understanding their needs and requirements, onboarding new customers, providing them timely support, and retaining them. A customer relationship management software built specifically for banking operations helps manage end-to-end relationships with customers – from the time of inquiry to conversion and beyond.
Do banks use CRM systems?
CRM is a necessary tool for any customer-focused industry. For banks, CRM software is beneficial because it streamlines all the customer-facing aspects of the business – marketing, sales, operations, and customer support. Many leading banks across the globe use CRM to manage their teams, sales, and customer relations.
What is the role of customer relationship management (CRM) in the banking sector?
A CRM solution in banking helps banks and financial services manage customers and better understand their needs to provide the right solutions instantly. CRM software lets banks streamline all their sales channels – digital, call center, relationship managers, and agencies and makes them more efficient.
What are the types of CRM in Banking?
You can find banking CRM that covers all banking-related operations, or you can opt for the CRM designed for the specific sectors, such as:
– Corporate banking CRM
– Commercial CRM or Retail banking CRM
– Lending CRM
– Collections CRM
– Investment banking CRM
What are CRM best practices in the banking industry?
CRM for banks is a great tool to provide personalized customer experiences and manage sales and operations efficiently. To make the most of the CRM solution, use behavioral data to send personalized, triggered marketing campaigns, use predictive analytics to understand customer sentiments and forecast sales, and automate operational tasks to free your resources for sophisticated, relationship-building tasks.
