India's Simplest Fintech CRM

Website visit tracking...

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The Right CRM for all Financial Service Providers

Trusted by top companies

Trusted by Companies

What is
Fintech CRM?

A Fintech CRM is a tool specially designed to address the customer relationship needs of companies in the financial sector. Whether you are in the business of insurance brokerage, stock trading, running payment platforms, or some other finance-related business, a Fintech CRM helps manage customer and lead relations by providing features such as telesales management, lead history tracking, workflow customization, follow-up reminders, autodialer, and more!

A Fintech CRM also helps generate useful performance reports that tell you how your company is doing and how your team is performing- which enables you to formulate strategies for growth. It’s a one-stop solution for all your lead and customer management worries.

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Website visit tracking

Website visit tracking

Because with website visit data you can predict and sell better

  • Track every interaction of any lead on your website from TeleCRM.
  • Use that data to know exactly what a prospect wants and sell with ease.
  • Send targeted marketing messages on WhatsApp for optimum engagement.

Auto-lead capture

Auto-lead capture

Because manually managing and connecting with leads from 15 platforms is a waste of time that can be used to grow your business

  • Effortlessly get leads in one place from FB/Google Ads, Excel, Razorpay, MailChimp, and more!
  • Automatically assign leads to your team members.
  • Connect with leads instantly with TeleCRM’s WhatsApp Chatbot.

Tele-sales management

Tele-sales management

Because manually typing and dialing numbers leads to confusion and time wastage. That’s the time that you are paying for

  • With autodialer, your team saves time in typing numbers and spends in closing deals.
  • Easily call leads from the web application in one click with TeleCRM.
  • Use lead scoring to target leads that are more likely to close.

Follow-up call reminders

Follow-up call reminders

Because missed follow-ups = lost deals

  • Never miss a follow-up
  • Get notified when it’s time to call.
  • Always follow up on time and build trust

Employee tracking

Employee tracking

Because without tracking you can't know if they are actually working or just pretending

  • Record every inbound and outbound conversation.
  • Revisit conversations no matter where you are by accessing the call recordings.
  • Use the recordings as a learning resource to effectively train your team.

Transaction & History Tracking

Transaction & history tracking

Because detailed customer history is the key to selling more and better

  • Know any customer's buying history in detail for improved targeting and better service.
  • Track all past customer interactions with any team member to formulate growth strategies.
  • Efficiently manage customer portfolio by accessing all relevant data and files from one place.

Custom API Integration

Custom API integration

Whether you have an app, website, or 3rd party partners, get all your data in one place

  • Integrate all the sources of your user data
  • Easily get all relevant user data and information on one dashboard
  • Use all this data to sell better and close more deals

Remote team management

Remote team management

Because managing and monitoring every agent physically is not feasible

  • Track, assign tasks, and control your team from anywhere in the world with TeleCRM’s mobile app.
  • Secure important info by giving access ONLY to your most trusted team members.
  • Ensure complete transparency and collaboration for effective team management.

All these 6 parts combined form the user journey, and TeleCRM is the only CRM that helps you take the best care of your customers, and deliver top-notch experience across the entire user journey, making it the one simple place for your entire stock sales workflow.
  1. Lead Management: Easily manage all your leads till they become customers. Capture your leads with all major integrations, and complete lead history in one place.
  2. Team management: Your sales grow when your entire team aligns and works for a single goal. With automatic call tracking and recording, incoming calls logging, follow-up reminders, etc, that's exactly what TeleCRM helps you achieve.
  3. Sales growth: Turning more and more leads into customers with auto/power dialer, WhatsApp follow-ups, and WhatsApp marketing.
  4. Retention: Make sure the people you have sold, keep paying you by creating the best experience for all your customers.
  5. Upsell/cross-sell: Make sure that those customers keep coming back to you to buy other services from you.
  6. Referral: Make sure that those customers bring you more customers.

Fintech CRM software is specifically designed for financial technology (Fintech) companies that provide a wide range of services, such as online lending, digital payments, and mobile banking. Fintech companies need CRM software to manage and track their interactions with customers.

There are several advantages of using fintech CRM software, including:
  1. Sales growth: fintech CRM helps you eliminate lead leakage, missed follow-ups, duplicates, errors, miscommunication, and time wastage... basically all the things that stand between you and business growth.
  2. Centralized data: fintech CRM helps you integrate all the different sources of your leads - FB/Google ads, old excel sheets, leads from other platforms, etc. and manage all your data and sales workflow from one place. Also, you can easily score leads, and add them to labels, so that you can segment and find important leads with just a few clicks.
  3. Better teamwork: CRM comes with tools like auto-dialer, and call reminders, that help your team members become faster and more productive. It also helps you to track and reward high-performers, and train & improve the people who are lagging.
  4. Better customer experience and retention: CRM comes with tools and automation to ensure that your customers are never stuck and helpless even when your team is sleeping. You can instantly connect with leads with WhatsApp welcome messages, automatically engage and guide them to purchase with WhatsApp chatbot and improve the overall customer experience. This makes sure they never even think of leaving you. Creating sky-high customer retention rates for you.
  5. Peace of mind for business owners and managers: CRM helps you to automatically monitor team members and make sure they are doing their work properly without watching them all the time. It also helps you keep a log of all the conversations so that you are never clueless when some miscommunication or emergency happens.
  6. Better automatic reports: CRM automatically generates real-time actionable reports that help you understand in one glance, which campaigns are doing well, which ones need improvement, also exactly what needs to be improved.
  7. Complete control of your data and workflows: CRM puts the control back into your hands. You can edit simple settings to control who can view, edit, or act on which leads, what actions can they perform, what reports and filters they can access, etc. Making sure that only you have complete control of your data and business.

Yes, you can import your existing fintech data from excel directly into TeleCRM. Also, you can customize the CRM with custom fields for Fintech like billing status, account status, etc, or any other fields as needed for your business.

Fintech companies need CRM for several reasons, including:
  1. Improved customer management: Fintech CRM software allows companies to store and organize customer information in a central location, which can improve customer service and increase customer retention.
  2. Increased efficiency: Fintech CRM software automates many of the tasks associated with sales, such as lead management, contact management, lead nurturing, reheating, outreach and sending reminders, etc. which can improve the speed and accuracy of sales executives.
  3. Mobile access: It allows your team to access the CRM from mobile devices, which enables them to access the customer data and perform their job from anywhere on the go without depending on the availability of a system.
  4. Customizable automation: TeleCRM software is customizable and can be tailored to the specific needs of the company. For example, you can send WhatsApp reminders for follow-ups to team members, manipulate lead scores based on activity, automatically schedule appointments, and automate other day-to-day work to save time and money.

The features of Fintech CRM software typically include:
  1. Customer calling management: Fintech CRM comes with an autodialer for fast calling, reminders so your callers never miss follow-ups, call tracking to see exactly what each team member is doing, and automatic call recording to track and log every conversation.
  2. WhatsApp messaging: Connect with customers where they are and make sure that every follow-up message is seen. You can save templates and send personalized messages with one click, use official WhatsApp API to send bulk updates and marketing messages, and provide support to leads and customers with automated WhatsApp chatbots.
  3. Integration and lead capture: Get all your leads from your website, Facebook/Google ads, WhatsApp, and 20+ other platforms in one place without doing anything at all.
  4. Automation: Do all your repetitive tasks with 100% accuracy and save tons of time. Send WhatsApp welcome messages to leads, auto distribute and assign leads to team members based on predefined logic, schedule automatic renewal reminders, and birthday wishes to stay in touch with leads and set up WhatsApp drip marketing to engage and convert leads on automation.
  5. Tracking and analytics: to help you measure what matters So that you can take the right actions to improve your workflow and grow your business. Track, monitor, and incentivize your team's performance. Get accurate tracking for calls and sales numbers, and generate custom reports to find actionable insights in real-time.