Loved by financial institutions across the globe!
Built by technology evangelists for frictionless sales enablement
Discover some of the top features of our Finance CRM!
Right from easing your agent’s day-to-day routine to aiding decision-makers with data-driven reports, here are some of the most useful Finance CRM features that LeadSquared makes available for you!
Customer 360°
Self-serve portals
Automation
Chatbot
Here’s what our customers have to say!
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FAQs
What is CRM in Finance?
Finance CRM is a software solution that helps financial institutions manage customer relationships by tracking customer interactions, customer onboarding, centralizing customer data, and much more.
They are tailored to manage the unique business needs of financial institutions in their day-to-day business processes.
How can LeadSquared Finance CRM help?
LeadSquared’s Finance CRM helps streamline back-end and front-end business processes. This could be lead management, customer onboarding, document collection, partner management, multichannel customer engagement, and more!
What is API integration in Finance CRM?
With LeadSquared Finance CRM, get access to 100+ industry standard third-party connectors to diversify your functionality. Some of the top connectors include WhatsApp, Digilocker, Perfios, etc.
Is LeadSquared easy to configure?
Yes, LeadSquared’s solutions are no-code and easily configurable based on your business requirements. LeadSquared is rated 9.2/10 on G2 for user friendliness and ease of set up!