Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
As customer expectations continue to rise, banks must swiftly identify and understand these needs, aligning them with their own business goals more effectively than their competitors. With rising acquisition costs, it becomes crucial for banks to maximize profitability from their existing clientele, leading to enhanced business performance through more strategic decision-making. A well-structured approach to customer relationship management is essential, encompassing the design, execution, and oversight of strategies. Furthermore, support for cross-selling and up-selling should be informed by careful analysis of customer behavior, allowing banks to tailor their offerings. Importantly, there are no restrictions on the number of users or the volume of decisions and workflows that can be processed, providing banks with the flexibility to scale their operations efficiently.
Description
The simplest CRM available, which is driven by your sales process, will help you grow your business. Our simple and intelligent sales force automation software will improve customer engagement, close leads, and nurture customers. It is said that nothing happens unless someone buys something. You need leads or people to sell whatever product you are selling. This is the lifeline of sales that you can manage almost effortlessly. You don't build businesses, you build people. Then, people build the business. To continue building your business, nurture relationships through responsive communication. You can access the full ezTask.io experience from your iOS or Android device and manage your business from anywhere. We will take care of clearing out all the clutter so that you can focus on selling.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Google
No
Microsoft Outlook
No
Salesforce
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$19/month/user
Starter: $19/user/user
Professional: $29/user/user
Premium: $59/user/user
Professional: $29/user/user
Premium: $59/user/user
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Scorto
Founded
2001
Country
United States
Website
www.scorto.com
Vendor Details
Company Name
AppiVa Software
Founded
2016
Country
India
Website
www.appiva.in
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
Yes
Household Tracking
Yes
Influence Tracking
Yes
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
No
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
No
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Sales Force Automation
Call Management
Yes
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
No