Our Banking & Financial System enhances operations, customer relationships, and growth with secure data management, automation, and real-time analytics. It ensures efficiency and compliance for financial institutions
Customize all your new customer acquisition, engagement, and sales operations workflows.
Never compromise on the security & privacy of your prospects & customers.
Build customer journeys for any product from the very start to end.Whether it’s for savings accounts, loans, current accounts, and more!
We are here to enhance your existing processes, not replace them – connects with traditional banking CRMs seamlessly.
Drive more prospects to conversion with multi-channel engagement – email, text, WhatsApp, call center, and more.
Plan your agents’ day completely, allow them to identify prospects near them, and track everything they do on the field.
Unlock Cutting-Edge Solutions, Enhance Efficiency, and Drive Growth with RSoft's Advanced CRM Features
Without the right information, you will have no idea of who are the qualified leads.Your CRM is More than a Digital Address Book. Get Complete Access to your Clients' Financial & Policy Documents, Insurance Records, and Much More. Create a set of Personalized Email Templates for Each of your Client Categories and Make your Interactions More Personal.
You might have a lot of deals in the pipeline but if your agents sell the data then your competitors will steal your deals Protecting sensitive customer information is paramount in the banking industry.Team performance tracking is the process of monitoring and evaluating the effectiveness and productivity
Because manually typing and dialing numbers leads to confusion and time wastage. That’s the time that you are paying for.An autodialer is a powerful tool that automates the dialing process, helping businesses increase efficiency, save time, and boost the productivity of their calling teams.
Because searching through folders and WhatsApp chats, or repeatedly asking for documents is not the best use of your sales team’s time.Efficiently managing verification documents is critical for businesses in industries like banking, insurance, education, and real estate.
Because sharing all the requirements with 7 messages and 13 documents on WhatsApp will create confusion and a mess.Lead transfer management refers to the process of efficiently transferring leads between teams, departments, or individuals within an organization.
Salezrobot CRM Demo for Financial Services, which Caters to the Needs of Financial Services.
Financial Services and agencies deal with a lot of prospects daily. It’s practically impossible to juggle .
Integrate various communication channels, including email, phone, and chat, to engage clients effectively.
Securely manage financial documents and streamline transactions with digital signatures.
Advanced security features ensure the confidentiality and integrity of sensitive financial information.
Access powerful analytics to track performance, identify trends, and make data-driven decisions.
Access your system anytime, anywhere, with a mobile-friendly interface for flexible management on the go.
Personalize your dashboard to track the most important metrics and gain insights into business performance.
We are proud to be regarded as a
trusted leader in the CRM industry. For over 25 years,
RSoft has earned and kept the trust of
over 5000+ businesses.
From streamlining operations to
boosting overall efficiency, our Real Estate CRM
has delivered exceptional service to all
our clients. But don’t take our word for it, but
check out the success stories shared by our
valued customers.
The team has been very good when it comes to timely delivery and understanding of the requirement.
SalezRobot reporting system is extraordinary, and my management is happy with it. We have been using it for almost 3+ Years now, and quite comfortable.
I recommended SalezRobot to all my Real Estate colleagues; SalezRobot is simple yet powerful.
We are unable to run our business without SalezRobot, and it's a part of our business now.
We are able to manage multiple projects seamlessly with SalezRobot. The team is able to fulfill our requirements with ease.
SalezRobot software and the team have been helpful since the day of changing from another software. It works like a breeze, and they understand the real estate business very well.
Here’s why we stand out from the
crowd and our due recognition for the
innovation and excellence we pioneer in the industry.
Do you have a question? We're here to help! If you don't find your question here, please contact us using our Contact Page.
RSoft Banking CRM Software is a customer relationship management tool designed specifically for banking institutions. It helps banks manage customer interactions, streamline operations, and improve customer satisfaction.
RSoft Banking CRM Software is suitable for banks of all sizes, including commercial banks, credit unions, and financial institutions looking to enhance their customer relationship management.
RSoft Banking CRM Software is available as a web-based application and can be accessed on desktops, tablets, and mobile devices.
Key features include customer data management, interaction tracking, sales automation, customer service management, marketing automation, analytics and reporting, and compliance management.
Yes, you just need to send us a note with your requirements and questions at [email protected] You will hear back from us within 24 hours.
Of course, you can! Contact your relationship manager of SalezRobot CRM, follow the steps on the Subscription page to switch to a new plan
Yes, SalezRobot allows your sales, marketing and operations teams to work seamlessly together remotely. You can monitor their work, get timely reports on their progress and intervene automatically or manually when needed.
You can connect with us instantly by calling +91 842 803 1234 or by writing to us at [email protected]
Streamline Operations, Enhance Customer Relationships, and Drive Growth with RSoft’s Advanced Solutions
