Smart Lead CRM
One place to capture, assign, score and follow up every enquiry that reaches your business.
What it does
Planned capabilities for this module.
Capabilities
- Capture leads from web forms, partners, referrals and manual entry
- Stage-wise pipelines for each loan product
- Assignment rules by branch, product or employee
- FinAI qualification notes attached to every lead
- Reminders, follow-up tasks and a full activity history
Who uses it
TelecallersRelationship managersBranch heads
Status
Planned module of SAVRDH FinTech OS, currently under development. Previews on this website use sample data.