Fintech CRM Software - Generate Higher Profits with Kylas

Why should I buy a Fintech CRM for my business?

Fintech customers continue to seek better experiences. With a CRM, Fintech companies can collect, organize, and manage customer data to facilitate smooth customer service. The saved data helps Fintech companies facilitate conversations that drive results. With personalized conversations, you can improve the entire customer journey and sell better.

With a Fintech CRM, you can help your team fine-tune your products and services to meet customer needs. It lets you proficiently manage and enhance your team’s performance and stay on top of their tasks every time.

How much does it cost to implement a Fintech CRM?

You can install Kylas at a fixed cost of INR 12,999/month. You can onboard unlimited users and benefit from all our features. You also get Onboarding and Training by CRM Experts.

What is Fintech CRM Software?

Fintech CRM software is a specialized solution that helps financial technology companies store customer data, manage customer interactions, and automate marketing and sales processes. It also helps them manage interactions with their customers.

How does Fintech CRM enhance customer relationship management?

A CRM for Fintech helps businesses make data-driven decisions based on customer insights related to their spending habits, financial goals, and investment preferences. As most CRMs allow you to integrate them with various banking and investment platforms to align their transactions.

Why is Kylas CRM the Best Choice for the Fintech Industry?

Kylas helps fintech firms manage all their customer data, track sales activities, onboard new clients, and automate redundant tasks. As you get all your data at your fingertips, you can use it as a reference to make future communications with your customers. It also helps you automatically capture your leads from online and offline channels, social media, website, calls, and chatbots.

You can also set up workflow rules to assign leads automatically to the right salesperson based on availability, location, and other criteria. Kylas also offers great reporting and dashboard features to help you gain valuable insights into your past data and use it to make future decisions.

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Kylas CRM for FinTech Firms

Trusted by Leading FinTech Companies

Generate Higher Profits with Kylas

Efficient Data Management

Stay on Top of Every Inquiry

Minimize Redundancies And Improve Sales Team Efficiency

Customize Kylas to Solve for Your Unique Use Case

Seamless User and Team Management

Call Center Management

Reports and Analytics

Payment Integration

We can help you curate the best plan for your team

Why is Kylas the best bet for FinTech?

Integrations

Workflow Automation

Mobile CRM

WhatsApp API & Chat

Field Sales

Customizable Reports

Notifications and Reminders

Digital Transactions

Our Customers Love Us

Prakash R. Co-Founder, Finbits

Yogendra S.Director Sales, Omega Financials

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FAQs