Differentiate yourself from competition and generate more value for your clients with a CRM designed for Fintech Firms.
Financial Tech firms run on customer data, which is tirelessly collected and finely analyzed. The result of this analysis drives every single business decision. For FinTech, customer data is even more valuable than oil. It’s a life source.
Manage all your customer data, track all your sales activities, automate repetitive tasks, and onboard new customers faster with Kylas.
Every insight and every piece of data can help your team close deals faster. By leveraging the power of data, enable your team to efficiently connect with interested prospects.
With Kylas ensure that no lead falls through cracks. Ensure zero lead leakage and also get deep insights into how your marketing channels are performing.
Create workflows that help minimize redundant tasks such as sending follow-ups and scheduling meetings. Free up your sales team to focus on closing deals.
Every business is unique and so are their CRM requirements. With Kylas, you can customize your data and processes to ensure that your unique business needs are taken care of.
Have complete control of your data with Access Control and Team management. Keep your customer data safe by defining which users in your organization have access to specific data and fields, and control which information they can view or what actions they can take.
Enable your call center to work at maximum efficiency. Help them make the perfect pitch at the perfect time by giving them access to every record and interaction log.
Get detailed and personalized reports to understand company performance in certain periods. Leverage them to understand and rectify process inefficiencies, track sales targets and team performances.
Set up an easy-to-use product catalog with flexible pricing and structure.Speed up your sales processes and billing by integrating Kylas with payment gateways like Razorpay.
Integrate with popular business apps such as marketing automation software, accounting software, and others.
Automate redundant tasks and communications to save your team’s time
Enable your team to ace their targets even on their mobile.
Reach out to customers where they are the most active.
Geo check-in & check-out to manage your field team.
Create detailed reports that yield major insights about your company’s performance.
Auto-generated alerts so that your team doesn’t miss out
Streamline your payment process with Razorpay integration.
Kylas helps us monitor the work of all our teams. It is user-friendly and has helped us save a lot of time in our operations. I find the features of automation, customization, reporting and API Integration offered by Kylas to be very helpful.
We have seen a 45% increase in our sales in the past year- all thanks to Kylas. My team's overall performance and productivity has improved because of the automation in the system. Even though Kylas is a Sales CRM all my departments use it on a daily basis. Kylas has helped us transition from hard work to smart work and I would like to rate it 5/5.
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.
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.
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.
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.
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.
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