35
SOLUTION FOR
Sales Team
Our Numbers Say About Us
TRUSTED CLIENTS
IMPLEMENTATIONS
35
YEARS OF EXPERIENCE
35
FEATURES
Multi-Channel Campaign Leads
Create multiple campaigns
Auto fetch leads from website, FB or digital
landing pages,
connector, DSA
Lead Sourcing Mechanism
Add Leads Manually, Import Lead or fetch them
via API
Measure and evaluate Campaign performance
Qualified leads from each campaign with
status can be seen
for measuring the campaign performance
FEATURES
Tele-caller Module
Tele-caller admin can allocate leads to Tele-caller
Integrated cloud calling dialler with number masking to ensure data
security
Qualify and allocate the leads to onfield RM
Dashboard for telecaller performance measurement available
FEATURES
Onfield RM and TL Lead Sourcing App
FEATURES
Channel Partner Onboarding and Lead Sourcing
Quick CP onboarding
eKYC, documents and other details for
onboarding
Direct lead sourcing
CP login to add leads and track status
Auto assign lead to connected RM
In real time leads added by CP will be
assigned to RM
CP payout and performance
Channel Partner will be able to see monthly
payouts
Performance Dashboard
Telecaller Performance
Number of leads qualified by each
telecaller to measure and evaluate their performance to achieve ROI for that
department.
Compare Performance
View and compare leads and lead source
performance at PAN India level with drill downs (state wise / region wise /
city wise / branch wise / user wise) .
Location Tracking
View and Track your onfield RM for their
customer visits and followups.
INTEGRATIONS
Multiple Integrations
Integrated with 7+ 3rd-party APIs for faster onboarding
Integrated with API’s (Dialer (ameyo), Exotel , SMS, WhatsApp, PAN, Aadhar, Google Map)
Who Can Use
HFCs
NBFCs
Banks
Personal Loan
Home Loan
Mortgage
Micro finance loan
Consumer burnable loan
Credit card
Auto loan
SME loan
Clients Who Trust Us
Ready to Transform?
Reach out to our team for a personalized demo