World’s No.1 Fintech CRM. Automate your business operations at scale.
Enable your teams to reach new levels of productivity. Diligently map your sales activities, automate redundant tasks, and onboard new customers faster
Loved by 2000+ customers worldwide
Never miss out on incoming leads
Capture leads seamlessly via out-of-the-box integrations with multiple channels such as mobile app, Google, email, social media, organic channels, and several others. LeadSquared not only ensures zero lead leakage but also provides deep insights into each channel’s performance.
Reduce response times with intelligent lead distribution
Distribute leads based on product, vintage, agent availability, location, lead application status, and more. Cut down 85% of your TAT and enable your sales teams to do faster follow-ups.
Ensure seamless conversations with proactive tele-sales operations
Route sales queries to the right agent and make use of wpscrm workflow builder to design customized call center processes.
Communicate with your customers on their preferred channels
Run highly relevant campaigns to engage your prospects until they become members and beyond. Keep the referrals coming by enabling compliant co-marketing while keeping referral partners in the loop at every stage. Give your agents better visibility into which sources are performing so they can make better decisions.
Build delightful customer journeys at scale
Sketch prospect and customer journeys with zero code. Design personalized experiences, identify drop-off areas, and plug the leaks. Increase goal completion rates for all your campaigns.
Drive seamless sales execution every time
Drive seamless sales execution every time
Enhance the efficiency of your sales teams. Empower them to sell more with highly efficient sales workflows and real-time sales tracking.
What does wpscrm Offer?
wpscrm is easy to use and implement. The solution requires zero IT support and offers complete customizations for all your processes.
Lead Capture
Never miss out on important leads again. Capture high quality leads from all offline and online channels into a single system.
Lead Prioritization and Distribution
Identify high quality leads and distribute them based on various lead and agent attributes with wpscrm
Meet Branch Engagement Goals
Seamlessly connect your sales, marketing, and service teams. Ensure a seamless application process with paperless and self-serve forms.
Call Center Management
Build highly efficient call centers. Ensure high productivity and allow your agents to make the perfect pitch at the perfect time.
Marketing Automation
From prospect to customer, set up meaningful and relevant conversations based on various triggers.
Workday Planning
Plan the workday of all your customer-facing teams (digital, call center, or field). So, they can concentrate on doing more – thereby increasing their productivity.
Discover how wpscrm can power your Fintech business.
Talk to our CRM experts today!