The perfect CRM for the Finance Sector
CRM, world’s most popular open source CRM, is excellent for the Finance sector. The flexibility of the CRM allows you to create rich customer profiles, improving your personalized outreach. Your employees will be able to identify new opportunities, close more business, and create life-long relationships with customers.
Know your customer
Model your KYC processes into the CRM, and get a clear overview of your customers and their financial dealings. This allows you to make better decisions in a shorter period of time and reduce risk.
You can connect CRM to your existing software, using the powerful API, creating an seamless integration that is running on-premise or in a private cloud. With CRM you are in control over your own data, and you decide who can access it.