CRM in Finance​

Bundled Info

“Data” is an essential asset for any business organisation, especially for financial institution. This might include information about customer’s contacts, financial details of each and every customer and much more. How you input, retrieve and use that data can be simply a time consuming expense. Joforce pave the way to view and manage all your contacts, accounts and leads in a single location. This enables your employees to be more productive and spend more time with clients rather than hunting for information.

Visualise your team progress

With the more intuitive and interactive High charts in dashboards, you can have a clear insight about your team performance and progress. You can easily keep track of all the customer’s informations, account details, transaction progress of the clients and much more. It helps in efficient analysis all your employee progress and enables you to take quality decisions to reach your organisational goals.

Delight your customers

Customer expectations are always an increasing factor nowadays. To make your customers better satisfied, you need to ensure that all your consumers are more informed about all your products. With Joforce you can easily meet all customer expectations by having as much information as possible for your products. Joforce provides you a simple and convenient way to maintain all your eCommerce store info in a single unified window.