CompanyHub’s Banking CRM Allows Institutions
To Meet Customer Expectations
Coordinate service programs and channels across all channels easily; maintain timeliness and service quality
14 Days Free Trial. No Credit Card Required.
Trusted By 2000+ Users & CRM Experts
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100%Quality of Support
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95%Ease of use
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91%Requirements Fulfillment
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100%Ease of Doing Business with
- Finance Online
- Software Suggest
- Business.com
- Red Herring Winner
- Software Suggest
- Finance Online
Research by different organizations like TeleNet, Ovation Sales Group, and InsideSales.com have repeatedly shown that
An Average Sale Requires 8-12 Follow-ups.
Whereas an average salesperson takes only 2 follow-ups!
Deliver Customized Customer Service Interactions While Satisfying Demanding Consumers
And Elevating The Graph Of Revenue Earning
CompanyHub is known for developing and executing highly effective and targeted sales processes and marketing campaigns.
You can present the best face of your company to both existing and prospective customers across multiple channels.
14 Days Free Trial. No Credit Card Required.
Update Business Rules And Regulations Quickly To Align
Your Business Working According To The Available Market Opportunities
Gain A Competitive Advantage By Solving Challenges Like Low Insufficient Sales Productivity,
Lead Conversion Rate, And Scattered Customer Data Easily
Loopholes in customer service across channels and regions can be eliminated with CRM in Banking.
Our CRM in Banking includes –
- Business analysis
- Custom add-ons and upgrades
- In-cloud and on-premises platform customization
- Support and maintenance
Our CRM Experts Deliver Business-Specific And
Precise Solutions That Support Sales Processes To The Fullest.
Systematic customer communication and strong cross-selling assured
14 Days Free Trial. No Credit Card Required.
Our CRM Consultants Customize Secure, User-Friendly And
High-Performing, Scalable Products.
Focus On Long Sales Cycles
Improve System Performance
Prevent Slow-Downs In The Business Working
In-built performance analytics, sales growth, and higher close rate
Awesome Visualizations
- Area Chart
- Pie Chart
- Line Chart
- Donut Chart
- Pivot Table
14 Days Free Trial. No Credit Card Required.
Leverage The Best CRM In Banking
$49/user per month + $1000 Setup
$24/user per month (billed annually)
$32 month-to-month
Sales automation
- Opportunity management
- Contact management
- Sales forecasting
- Team collaboration
- Lead management
Customer Management
- Case management
- Loyalty Management
- Salesforce mobile operations management
- Lead nurturing
- Reporting
Customized Solutions
- Effort-saving plugins
- Data visualization
- Automatic email tracking
- Managing records
- Performance management
We pursue customer satisfaction and
ensure the powerful functionality of our Banking CRM.