Whether you’re managing sales leads, processing loans, or providing customer service, our integrated solution keeps every interaction, document, and update perfectly in sync so your teams can work faster, smarter, and with greater accuracy.
Turn every call into a conversion opportunity.
With CRM and call centre integration, your sales team gets instant access to lead details, interaction history, and real-time insights while speaking to prospects.
Automatic Lead Capture: Every inbound and outbound call is logged as a lead in your CRM with contact details and source tracking.
Click-to-Call & Auto Dial: Call prospects directly from your CRM — no manual dialing, no wasted time.
Smart Lead Routing: Assign leads automatically to the right agent based on region, product, or availability.
Lead Scoring & Follow-ups: Prioritize high-potential leads and set automated reminders for follow-up calls.
Sales Funnel Tracking: View lead progress from first contact to deal closure in one dashboard.
Simplify your lending workflows with integrated loan application tracking and call-based verification.
Our CRM-call centre bridge ensures loan officers have the right information at the right time.
Instant Application Access: Agents can view borrower profiles, documents, and loan status as soon as a call connects.
Automated Call Logging: All verification and follow-up calls are auto-recorded and synced with loan records.
KYC & Compliance Integration: Securely verify identity and record compliance notes directly in the CRM.
Real-Time Notifications: Get alerts for pending documents, approvals, or escalations during live calls.
Workflow Automation: Trigger document requests, reminders, or approval steps automatically after each call.
Deliver an exceptional customer experience with instant access to every customer’s history, issue, and interaction.
Unified Customer View: Support agents can see all past interactions — calls, emails, tickets, and payments — in one place.
IVR & Skill-Based Routing: Route calls automatically to the most qualified agent based on issue type or customer profile.
Real-Time Support Notes: Agents can log resolutions during the call, and the CRM updates instantly.
Feedback & Ticketing: Capture customer satisfaction feedback and generate service tickets automatically.
Analytics & Insights: Identify common issues, top-performing agents, and customer satisfaction trends.
With every sales lead, loan inquiry, and customer call connected in one system, your leadership gets a 360° business view.
Performance Dashboards: Track lead conversion, loan pipeline, and service SLAs in real-time.
AI-Based Insights: Identify trends, forecast sales, and optimize workforce performance.
Custom Reports: Build reports across sales, service, and loan operations in seconds.
Your data is protected with end-to-end encryption, role-based access control, and audit-ready logs that comply with GDPR, ISO 27001, and financial data regulations.
Project Management
