How do Gridlex Zip CRM & Customer Service Help desk software Support your Financial services?
You can tag emails by category, such as inquiries on loans, Mortgages, insurance policy, repayment, and assign emails to relevant teams to keep track of it.
You can use Zip to internally chat about payment fraud, transaction errors, and grievances in ticket threads and collaborate with members from different departments to solve them.
Role-based access control helps you manage sensitive financial data. To keep your customer information secure, set up role and profile permissions. You have complete control over who sees what data.
Connect with customers via WhatsApp texts, SMS and emails regarding loan processing status, policy details, the remainder of the tax payments, exclusive offers.
Zip can improve the quality of your company's products or services.
Assist you in keeping track of all customer communications on a daily basis.
How Gridlex Zip CRM software increases sales for your business in Financial Services?
Zip makes your interaction with clients more personal. Create a set of personalized email templates for your client category and connect to them on time, based on the client's engagement patterns, financial and policy document analytics.
To stay on top, use Zip for in-depth analytics. Using the dashboard, you can get smart insights, track your key performance indicators, and direct your business in the right direction.
Dashboard tracker keeps track of real-time data to help monitor the health and quality of their leads and spot the trends.
Create tickets for all your sales leads to track progress, add regular notes for references, and use the private messages feature to discuss confidently.
Maintain personalized customer experience.
Opportunity management to help sales individuals connect with the right prospects at the right time.
More efficient data tracking with excellent data analytic tools.
How Gridlex Sky Accounting software improves profits for financial Services?
AI Advisor helps you increase your profits and revenue with in-depth insights of services provided by different financial sectors.
Create and use customized multiple Invoice and bill templates for each category of clients and the different financial services rendered.
Add bank accounts, client accounts, import bank statements, and link transactions, making it easy for bank reconciliation.
Use a ready-made chart of account templates for your service industry, saving time.
Create invoices, add expense bills and related payment status, head office/branch wise tracking of revenue and expenses.
Generate multiple reports, which helps understand financial performance from different services.
Client-wise revenue can be seen by generating reports and the status of invoices and payments.
A cloud-based platform on a hosted solution where you can manage multiple offices/branches along with multiple currencies.
How does Gridlex Ray HR software improve profits for Financial services?
Digitalize employee documents and salary processing for transparent communication.
Easily track staff’s performance, share continuous feedback, and generate performance reports with the help of a performance management system.
Ray allows employees to store and organize all documents in one secure location.
Manage onsite employees attendance and leave management
Easy to manage the workforce allotments in the sites.
Track employee cost by site/ location wise.
Employee Portal - employee can download, update and view information from the portal.
How does Gridlex Sky Expense management software help manage expenses and costs for Financial services?
Sky makes it easy for employees to split expenses by amount, days, or custom modules.
Set custom security roles per the organization's needs.
Automate expense reporting from start to finish, get approvals, and reimburse on time.
Tag customer & category with the expense.
Make better decisions with real-time visibility of all of your time and expense data.