CRM NBFC (Non-Banking Finance)

CRM For Non-Banking Finance Companies-NBFC

Get a single-point CRM solution for Financial Lending, Deposits, Trading and advisory. Ensure an integrated capability of Sales, Service, Collections, Channel, HR and other front-end functions.

NBFC Sales Management

NBFC Sales - Leads Funnel Management

With CRM4sure, manage new NBFC customer acquisition through Leads Management, Event Management, Sales Planning, Field-Sales movement & Activity Tracking, Sales Trip-Tour Planning, Lead Lifecycle Workflow and sales reporting and analysis.

NBFC Customer Service

NBFC Customer Service

Track any SR or complaint from capture to closure, with close monitoring of every service activity. With real-time customer updates, Escalations, productivity and Service Level Agreement compliance, achieve excellent customer satisfaction. 

NBFC Channel Management

NBFC Channel Development and Management

Manage new channel appointment including prospective partner leads, evaluation, contracting, set-up, and development. Create process flows for channel servicing and promotion. Manage channel relationship through periodic contact and issue management.

NBFC Collections-Receivables

NBFC Collections-Receivables

Get a complete solution for collections Management, including Daily Collection Activity Record, collection agents’ field movement, geo-location tracking, route planning, Collectibles assignments and Notifications on the Collections Achieved.

NBFC Customer Relationship

NBFC Customer Relationship and Satisfaction

Maximize customer share of wallet with cross-sell & up-sell of your products. Do detailed customer profiling, for targeted marketing campaigns. Monitor daily customer contact activities, and get ‘Single Customer View’ on all touch-points including sales, service, collections and campaigns.

Lending-Loan Processing

Do systematic credit profiling, for a reliable loan sanction. Manage loan processing through all stages of Initial documentation, verification, sanction, disbursal and post-disbursal stages. Send notifications on loan application status