СRM

GreenData.CRM

«GreenData.CRM» clients quickly receive best offers from lenders. «GreenData.CRM» service
is the quickest way to choose a product
and make a deal

Processing Requests

Processing and management of client’s requests from various sources and creating automatic responses

Interactive analysis of information

The system automatically receives the necessary data from external and internal sources. You can manage the data requirements and algorithms of a client’s review representation

Optimal product selection

Customers chose the most suitable product using online questionnaires and product calculator
Notifying customers about the terms of the product purchase
An option of creating requests and providing documentation to a lender
Automatic selection and execution of the product delivery option

Creating Online Contract

An automatic contract based on an approved application attributes is generated and presented
to the client for discussing and signature
(including remotely)

Working with leads

«Green Data.CRM» module managers work with existing and potential clients. To attract new clients and benefit existing ones we offer:

An option of customizing phone survey scenarios

Planning lead activity and creating a task calendar

Offers database

Tools to describe stages of selling process and control of tasks executed by managers

Client Database

«GreenData.CRM» creates 360º client and leads database.
Each electronic contact represents a valid and fully consolidated client information to ensure effective communication, analysis
of requests and creating offers. The information is based
on the type of a counterparty

Score modules and business rules adjustment

«Green Data.CRM» uses score modules and business rules presets to determine the value of a client and compare
the parameters of a products with the results of an indicators analysis of the counterparty

The system can create the final decision of accepting a client automatically or using the underwriting service

Reports configuration

«GreenData.CRM» report service presents information required for analyzing the customers and effectiveness of the sales business processes as a user-friendly dashboard

Sales funnel management

Easy setup the sales funnel for the management and analysis

Contact us

You can contact our experts at any time or leave a request using an online form request on our website