Follow-up reminders...
Application Capture: Easily capture and manage loan and credit card applications through a user-friendly interface.
Telesales Optimization: Boost your telesales performance with tools that streamline call management and improve sales conversions.
Lead Management: Efficiently manage leads from capture to conversion with our robust lead management system.
Documents Management: Store, organize, and retrieve all necessary documents securely and effortlessly.
Lead Transfer: Seamlessly transfer leads between team members or departments to ensure timely follow-up and closure.
Pre-screening: Automate the pre-screening process to filter out ineligible applications and focus on potential borrowers.
Borrower Segmentation: Segment borrowers based on various criteria for targeted marketing and personalized service.
Field Sales Management: Track and manage your field sales team with tools designed to enhance productivity and efficiency.
1-click WhatsApp: Integrate WhatsApp communication directly into your CRM for quick and easy interactions with clients.
Follow-up Reminders: Never miss a follow-up with automated reminders and alerts.
Our software is designed with the specific needs of DSAs in mind. It provides a comprehensive solution that covers every aspect of the loan and credit card sales process. By using Chitfund CRM Software, you can expect:
Transform your loan and credit card sales process with Chitfund CRM Software by Websoftex. Contact us today for a demo and see how our solution can benefit your business.
Avoid the hassle of managing leads from multiple platforms. Automatically capture and import loan and credit card applications from various sources, like Google Forms, directly into our CRM.
Eliminate the confusion and time wastage of manually dialing numbers. Our autodialer increases speed, efficiency, and accuracy, allowing your callers to make more calls and close more deals.
Avoid focusing on the wrong leads and ensure your team works effectively. Track every interaction with each lead on a single timeline and effortlessly manage your lead communication and sales pipeline.
Stop wasting time searching through folders and chats or repeatedly asking for documents. Collect all important documents in one centralized location, accessible anytime, anywhere.
Eliminate delays, errors, and confusion caused by manual lead transfers. Transfer any lead across departments with just one click, ensuring the entire lead history and timeline are seamlessly transferred.
Ensure your callers focus on the leads that matter. Easily mark and filter out uninterested leads, use lead scoring to note interest levels, and increase the chances of closing deals by concentrating on the best leads.
Segregate leads by loan types to focus on the most relevant ones. Automate the handling of irrelevant segments, ensuring each agent gets a better ROI for their time and effort, leading to more closed deals.
Avoid mistakes and lost business by tracking your field executives' locations throughout the day. Know exactly what they are doing to ensure optimal performance and productivity.
So that your team can focus on important work
Start using our CRM without any hassle by importing your data in any format you need. Our intuitive UI makes mapping your data easy, and there are no limits on the number of rows you can upload.
Engage and convert your Facebook leads in real-time by automatically capturing them into our CRM. Communicate through WhatsApp, SMS, email, and calls, while capturing the complete lead interaction history in the CRM.
Get the data you need directly into your CRM by capturing leads from any source. Monitor lead activity, such as website visits, and update leads based on external events with ease.
Send Ensure every caller gets leads on time without the need for manual distribution. Integrate with various platforms, define your distribution logic once, and then focus on monitoring and improving your processes.
Never wonder, "What is my team doing right now?" Discover which hours get the best responses, most conversions, and the highest number of missed leads.
Capture and Monitor and enhance your team’s performance daily. Track total calls by each agent, total sales, and total time on calls to keep your team on target.
Capture Know exactly who is performing and who is not with real-time reports. Track total sales, calls, and time, and filter by any time period of your choice.
Get comprehensive hour-by-hour, daily, and monthly reports. Summarize total sales and zoom in to check individual deals, giving you a clear picture of your team's performance.
To Determine if your agents are busy or effective. Track calls and WhatsApp interactions to see who is initiating the most conversations. Monitor scheduled, taken, and missed follow-ups and track their entire leads pipeline.
To Need custom reports for your big team? Get them on demand. Use CRM data to answer key questions, turn the analysis into custom reports, and view them in real-time on the go.
Keep track of every lead effortlessly and increase your closure rate. Easily transfer leads across departments to ensure smooth workflow and optimal lead management.
Make changes to multiple leads simultaneously, saving time and keeping your database clean and updated.
Send thousands of messages with a single click, capturing replies automatically in the CRM. Filter and assign relevant leads to your sales team for effective follow-up.
Automatically send welcome messages on WhatsApp to connect with leads immediately. Provide them with information to explore and make purchases independently, creating an ideal channel for future follow-ups.
Automate any repetitive tasks by setting triggers and workflows. Automatically enrich lead fields, transfer leads to different teams based on conditions, and trigger events or WhatsApp messages directly from the CRM.
Track, monitor, compare and incentivize your team's performance
Empower your team to make more calls faster, leading to more deals. Reduce confusion and keep your team focused with our autodialer, which automatically decides who to call next.
Receive important updates directly on WhatsApp to act immediately and close deals. Get notifications for new lead captures, follow-up reminders, and pending or failed payments.
Enable your team to work faster by clicking to call from either mobile or desktop. The call gets dialed instantly, allowing you to start talking without switching devices.
Send personalized WhatsApp follow-ups without saving numbers. After every call, follow up with just one click to maintain seamless communication.
Send personalized messages with a single click using saved templates. Send SMS or emails without saving the number on your phone, streamlining your communication process.
Receive push notifications for all important updates. Configure notifications to your needs and click on them to land directly on the relevant lead.
Create opportunities with pending payments to forecast revenues accurately. Track actual sales with completed payments to know exactly where the money is.
Chit Fund Software is a specialized application designed to manage the operations of chit fund companies, including member management, auction handling, subscription collection, and financial reporting.
Websoftex Chitfund Software offers features such as member management, auction management, subscription tracking, foreman commission handling, dividend calculation, and financial reporting.
The software allows for easy registration of new members, including capturing personal details, contact information, and subscription plans.
Yes, Websoftex Chitfund Software can handle multiple chit funds at once, managing each fund’s unique details and operations separately.
The software tracks monthly subscription payments, sends reminders for due payments, and updates member accounts accordingly.
The software facilitates auction management by allowing members to place bids, calculating the winning bid, and handling the distribution of the chit fund amount.
Yes, the software supports various bidding strategies, including open auctions and sealed bids, depending on the preferences of the chit fund company.
The software calculates and deducts the foreman’s commission automatically from the chit fund amount, ensuring accurate financial management.
Yes, Websoftex Chitfund Software generates detailed financial reports, including profit and loss statements, balance sheets, and member account summaries.
The software includes overdue payment tracking, sending automated reminders to members with outstanding dues and maintaining records of all transactions.
The software calculates the remaining amount after the auction and distributes dividends to non-prized subscribers accordingly, ensuring accurate and timely payouts.
Yes, Websoftex Chitfund Software can integrate with various accounting systems for seamless financial management and reporting.
Yes, the software includes user access control features, allowing administrators to set permissions and roles for different users.
The software employs robust security measures, including encryption and secure login processes, to protect sensitive member and financial data.
Yes, the software can send automated reminders for subscription payments, upcoming auctions, and other important events.
Websoftex Chitfund Software is accessible through a web interface, and it may offer mobile compatibility or a dedicated mobile app for on-the-go management.
The software provides customer support through various channels, including email, phone, and live chat, along with detailed documentation and user guides.
Yes, the software supports multiple subscription plans and amounts, allowing for flexibility in managing various chit fund schemes.
The software includes regular data backup and recovery options to ensure that all critical information is protected and can be restored in case of data loss.
Websoftex Chitfund Software offers customization options to tailor the software to your specific requirements, including custom reports, fields, and workflows.
By offering loan services, professionals can differentiate themselves from competitors, attract more clients, and provide comprehensive solutions that meet their clients' financial needs
#240/A, 3rd Cross, Gokula 1st Stage, 1st Phase Mathikere, Bangalore - 560054, Karnataka, India.
For Sales: sales@websoftex.com
+91 988 6461 360