Clienti is a custom CRM platform that helps banking institutions improve their operations. The platform allows organizations to operate smoothly across all departments, including sales, marketing, and customer support. They can have comprehensive visibility of their customers and access real-time behavioral analytics to optimize customer engagement strategies and drive business growth.
Our custom CRM platform enables you to organize, track and effectively manage customer interactions and relationships throughout their lifecycle. It is specially designed for the banking sector to ensure long-term performance and excellent customer service.
The platform provides full visibility of customers’ profiles, enabling targeted sales and marketing efforts.
It is designed to work with a variety of business applications from different providers to accumulate customer data.
Easy for anyone to navigate and use. Its intuitive design ensures that even beginners can quickly become proficient in using it.
Make informed decisions at the right time by utilizing a comprehensive analysis of your customers.
Deliver the ultimate offline and online brand experience by creating campaigns that meet your company’s goals. Whether your customers are loyal or you are about to lose them, our platform offers you the right guide to retain their admiration or ignite their trust. * Online Campaigns module is available for an additional fee upon request.
Leave nothing to chance. Before launching a campaign, set your success criteria to stay focused on your goals and make necessary adjustments based on progress.
Streamline your offline marketing efforts using well-structured internal processes to ensure your objectives are successfully executed.
Elevate your sales and marketing strategy by comprehensively understanding every lead in your pipeline. With a unified view of each lead, you can optimize your approach and ensure revenue growth.
Our CRM’s real-time dashboards cater precisely to these needs.
Personar is a targeted marketing campaign tool that helps businesses retain customers with effective customer behavioral analysis, detailed segmentation, and omnichannel campaigns.
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