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CRM System
Automation of Customer Interaction Processes

The CRM system enables automation of customer interaction processes. It provides centralized control over all communication channels and facilitates building tailored communication strategies for each client.

System Advantages:

Our CRM system is ideally suited for the banking sector, significantly simplifying the processing and analysis of large volumes of customer data. Through integration with transactional systems, process automation, and intelligent data segmentation, working with extensive databases becomes faster, more accurate, and highly efficient.

About project
  • Integration with the Bank’s Transactional Systems

  • User-Friendly Interface

  • Automation of Task Planning and Monitoring

  • Bank Debtors Database

  • Report Builder

Integration with the Bank’s Transactional Systems

The CRM system is integrated with the Bank’s transactional systems, enabling creation of a unified customer database, its regular updating, analysis of customer acquisition channels, and evaluation of effectiveness in working with both existing and potential clients

Automation of Task Planning and Monitoring

The CRM system automates task planning and execution monitoring. It includes a notification system convenient for both bank employees and management. All results are stored for subsequent analysis and performance evaluation of departments, divisions, and individual employees

Report Builder

The CRM system includes a multifunctional reporting tool (report builder). This feature allows configuring custom data filters based on any client attributes, creating template forms for use in mailings, notifications, or other business processes

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