Financial institutions looking for a mobile CRM for sales engagement

[Jahangir655]

Vymo is a sales engagement platform for financial institutions and a mobile CRM. Vymo helps financial services companies manage sales, collections, loans, insurance services, and more from a unified platform. With this platform, you can manage leads and activities on the go, wherever you are.

Vymo Features

A-Z digital recovery tools to manage everything.
Identify actions to take to help customer relationship managers maintain lasting customer relationships.
Digital management of the early stages of delinquency and debt recovery.
Vymo Pricing

Quote available on request.
Demo available.
7. 360 view
Ideal for : Banks and credit unions that need robust reporting functionality.

360view is a CRM platform specifically designed for banks and credit rcs data australia unions. As the name suggests, its main advantage is that it provides a 360-degree view of relationships, products, services, and more. You can track an unlimited number of relationship types, such as suppliers, customers, and employees. It also allows you to track delinquent loans and provides detailed reports.

360view Features

Get a holistic view of your business with shared reports and dashboards.
Automate the customer journey to save employees time.
Identify growth potential with cross-selling opportunity identification features.