CRM NBFC (Non-Banking Finance)

CRM For Non-Banking Finance Companies-NBFC

Get a single-point CRM solution for Non-Banking Finance Companies for Financial Lending, Deposits, Trading, Money Transfer and advisory. Ensure an integrated capability of Sales, Service, Collections, Channel Development, HR and other front-end-field functions for NBFCs. 
NBFC Sales Management

NBFC Sales - Leads Funnel Management

CRM4SURE provides extensive sales capability for Non-Banking finance companies. You can manage new NBFC customer acquisition through Leads Management, Event Management, Sales Planning, Sales Daily Work Management, Field-Sales movement & Activity Tracking, Sales Trip-Tour Planning, Lead Lifecycle Workflow and sales reporting and analysis. You can manage existing customer relationship across multiple products.

NBFC Customer Service

NBFC Customer Service

CRM4SURE enables you to manage service requests, queries and complaints across the various NBFC products and offerings. You can create interface for daily service report for all NBFC customer service related activities. As each product is unique, you can create different service categories for different products and situations. This will give you a tremendous capability to have a practical work-flow suited to each different product and service request. 

NBFC Channel Management

NBFC Channel Development and Management

In CRM4Sure, you can manage entire new channel partner appointment life cycle including NBFC prospective partner leads, partner evaluation, contracting, set-up, hand-holding and development. You can create process flows for channel servicing like collaterals, below the line activities and documentation.  CRM4SURE enables you to manage channel relationship through periodic contact, channel issue management, servicing and channel updates-reporting.

NBFC Collections-Receivables

NBFC Collections-Receivables

An NBFC has timely collections-receivables as one of the foremost success factor. CRM4SURE offers a complete solution for collections Management, which includes Daily Collection Activity Report capture, NBFC collection agents field movement and geo-location GPS tracking, Work Management, agents trip-tour planning, Collectibles assignments and Notifications on the Collections Achieved. It helps you to manage direct employees, individual agents on hire or collections 3rd party channels.

NBFC Customer Relationship

NBFC Customer Relationship and Satisfaction

CRM4Sure enables an NBFC to execute end-to-end game plan to maximize its share of wallet of a customer, by providing range of financial products and services. You can categorize-tag for customer profiling as per priority-risk-affinity, set-up segment specific process work-flow, monitor daily customer contact activities, and get consolidated view of range of activities to be done with the same customer (service, relationship call, cross-sell, up-sell, targeted campaign…)