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Our Numbers Say
About Us
15
Lending Companies Using goConnekt
18000
Active Daily User Logins
100000
Leads Submitted Per Month
Our Numbers Say About Us
Lending Companies Using goConnekt
Lending Companies Using goConnekt
35
Active Daily User Logins
Active Daily User Logins
35
Leads Submitted Per Month
Leads Submitted Per Month
35
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Multi-Channel Campaign Leads
FEATURES

Multi-Channel Campaign Leads

Create multiple campaigns
Create multiple campaigns
Auto fetch leads from website, FB or digital landing pages, connector, DSA.
Lead Sourcing Mechanism
Lead Sourcing Mechanism
Add Leads Manually, Import Lead or fetch them via API.
Measure and evaluate Campaign performance
Measure and evaluate Campaign performance
Qualified leads from each campaign with status can be seen for measuring the campaign performance.
FEATURES

Telecaller Module

Allocation of Leads

Telecaller admin can allocate leads to Telecaller.

Click to call and mobile number masking

Integrated cloud calling dialer with number masking to ensure data security.

Qualify and allocate leads

Qualify and allocate the leads to onfield RM.

Tele caller performance

Dashboard for telecaller performance measurement available.
Tele-caller Module
Onfield RM and TL Lead Sourcing App
FEATURES

Onfield RM and TL Lead Sourcing App

Appointment setting and auto reminder
Appointment setting and auto reminder.
Customizable lead form with Dedupe
Customizable lead form with Dedupe.
Prospect visit with geo tagging
Prospect visit with geo tagging.
Marketing visit (loan mela / builder
                                                    visit / project
                                                    visit)
Marketing visit (loan mela / builder visit / project visit).
FEATURES

Channel Partner Onboarding and Lead Sourcing.

Quick CP onboarding
Quick CP onboarding
eKYC, documents and other details for onboarding.
Direct lead sourcing
Direct lead sourcing
CP login to add leads and track status.
Auto assign lead to connected RM
Auto assign lead to connected RM
In real time leads added by CP will be assigned to RM.
CP payout and performance
CP payout and performance
Channel Partner will be able to see monthly payouts.
Channel Partner Onboarding and Lead Sourcing

Performance Dashboard

Telecaller Performance
Telecaller Performance
Number of leads qualified by each telecaller to measure and evaluate their performance to achieve ROI for that department.
Telecaller Performance
Compare Performance
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) .
Compare Performance
Location Tracking
Location Tracking
View and Track your onfield RM for their customer visits and followups.
Location Tracking
INTEGRATIONS

Multiple Integrations

Integrated with 11+ 3rd-party APIs for faster onboarding
Integrated with API’s (NSDL , Karza , Signyz , Exotel , Zoop One , Ameyo , 2Factor , Equence , Gupshup , Infobip and Kaleyra).
Multiple Integrations

Solutions For

HFCs
HFC
NBFC
NBFC
Banks
Banks
SFB
SFB

Who Can Use

goConnekt supports

On field
                                        Collector
Tele-sales
caller
On field loan
                                        officer
On field
loan officer
Management
Management
Collection
                                        Agency
Connectors
Supervisor
Supervisor

Get a pulse on your entire lead management cycle with our advanced Lead Management App.

goConnekt is a comprehensive, integrated, customisable, cutting-edge solution curated to manage the complete sales lead pipeline. The lead management app for BFSI by Credility empowers the lending institution to optimise their operational risk and reduce manual intermediation to strengthen their workflow. It is a single software that is designed to centralise your multi- channel leads on one platform. Credility is an industry pioneer in enabling advanced cutting-edge, comprehensive lead management software and providing improved sales productivity. It is an ideal solution for Banking, Financial Services and Insurance sector to engage with their leads on the go.

goConnekt keeps a track of your lead’s every move to scale your lead conversion ratio exponentially. The real-time performance dashboard helps financial lending companies to monitor the performance of their sales team on an individual level and group level to monitor a healthy sales pipeline. With Credility’s goConnekt app, saving precious time and money for your organisation will be a cakewalk. It is easier to strategise and take fruitful actions when one takes informed decisions. The interactive dashboard of goConnekt enables lending companies to visualise their monthly performance and take measures accordingly.

Issues resolved by Credility’s Lead Management App for BFSI

  • The tedious and time-consuming paperwork, data entry and administrative tasks involved in manual lead management. goConnekt is a mobile application that digitally enables a complete lead management process with more precision and less human error.
  • goConnekt is the Lead Management App for BFSI that cuts down the longer sales cycles. The dashboard consolidates all the leads from multiple channels and platforms under one platform and prevents lead leaks, so no lead goes unnoticed. This cutting-edge technology helps the sales team convert leads faster than ever.
  • goConnekt helps the financial lending institutions to allocate the right team member to handle the potential customers.
  • Lead leakage can be effectively prevented by channelling leads for all the channels under a single platform. It prevents lead loss and leakage and increases their visibility to the financial lending institutions.

A software solution that is designed to expand your business rapidly and help innovate

    goConnekt offers a plethora of benefits to the BFSI, NBFCs and other financial institutions. Some of them include-
  • Seamless and personalised customer experience.
  • Optimised sales pipeline that eventually results in improved conversion rates.
  • High transparency of the performance and sales activity due to real-time monitoring dashboard.
    Increased field sales productivity Salient Features of goConnekt:
  • Lead Analytics dashboard: It analyses and tracks the lead management process right from sales performance, lead origin, team productivity, lead status and progress, as well as conversion statistics.
  • Lead Allocation: Financial lending institutions can map their leads and distribute their tasks and overdue cases among the deserving members best suited for the job without overburdening them.
  • Lead tracking: Credility enables lead tracking attributes that make the leads more discoverable in every phase, providing better follow-ups and conversions.
  • Interactive dashboard: The interactive dashboard of goConnekt visualises monthly performance allowing the lending companies to stay on top of sales.
Read More

Ready to Transform?

Reach out to our team for a personalized demo